Perfil

MPenfold
Colaborador(a)
Membro desde ‎set 20, 2022
Enviar mensagem
  • Soluções
    1
  • Respostas
    5
  • Avaliações positivas dadas
    15
  • Avaliações positivas recebidas
    12
  • Ideias
    3

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Amigos

    A lista de amigos está vazia

Michael Penfold

I support our sales and marketing teams to get the most out of HubSpot. I'm particularly interested in making use of the workflows to improve efficiency and the reports to improve our understanding of our strengths and weaknesses.

Atividade

katie_cort on Abril 08, 2021
Filter by property equal to another property
It would be great if we had a filter for lists or a workflow enrollment trigger that allowed contacts to enroll if they had a property that is equal to another property. For example if email = alternative email, it would be helpful for tagging/locat Leia mais
Responder Idéia Contacts & Companies
54 avaliações positivas
11 Respostas
MPenfold
Colaborador(a)
Outubro 26, 2023
The scenario I have for requiring this is to be able to create a filter on a report so I can see any objects that aren't aligned with associated obje...Leia mais
Solucionado
fierceweek on Julho 11, 2023
Build report for forms based on last submission date
I'm looking for a way to build a report that can filter forms by last submission date. I was seeing comments that there is a "Forms" page under Analytics Tools but I'm not seeing it - Has it been moved under something else? Is there a way to accompl Leia mais
Responder Discussão Forms
0 avaliações positivas
6 Respostas
MPenfold
Colaborador(a)
Outubro 20, 2023
In case anyone comes across this post and is looking to do something similar to me, thought I'd share a solution I happened upon today. In the HubS...Leia mais
NicoleSengers on Fevereiro 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Leia mais
Responder Idéia Contacts & Companies Workflows
792 avaliações positivas
224 Respostas
MPenfold
Colaborador(a)
Outubro 12, 2023
@VIyengar Sorry, not sure why they didn't show but have now updated so they're there.
NicoleSengers on Fevereiro 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Leia mais
Responder Idéia Contacts & Companies Workflows
792 avaliações positivas
224 Respostas
MPenfold
Colaborador(a)
Outubro 12, 2023
@VIyengar Sorry, not sure why they didn't show but have now updated so they're there.
Justin_Graci on Agosto 30, 2023
How to Setup Lead Form Routing & Common Use Cases
In this how-to video, @Yourfriend_adam from Remotish , shares how to setup lead form routing in HubSpot to shorten your time to book meetings with qualified leads in a seamless way. He also covers: - What Lead Form Routing i Leia mais
Responder Blog How To
7 avaliações positivas
3 Respostas
MPenfold
Colaborador(a)
Setembro 27, 2023
@LeonardoDVinci it's in public beta, so you'll need to join the beta to see that option. To do that, click your account name in the top right to op...Leia mais
Solucionado
Jenny26 on Março 20, 2023
Workflow to copy Product Line Item value to a Property
Hi everyone, We are just getting started with using the Product Library & Line Items in our deals. My question: Using a workflow, is it possible to copy a line item value to a property? For example, one of the products that we offer as Leia mais
Responder Discussão Enterprise Workflows
0 avaliações positivas
4 Respostas
MPenfold
Colaborador(a)
Setembro 15, 2023
Thanks for this tip @karstenkoehler ; it wasn't exactly what I needed but a little playing around with the calculation property type and I figured o...Leia mais
Ver posts mais recentes
Marque conteúdo para acesso rápido às suas conversas mais úteis.
Primeiros passos
Todos têm que começar em algum lugar! Por que não começar sua jornada nos contando um pouco sobre os seus interesses?
Apresente-se

Seguindo

Conectar-se com outros membros é uma das melhores maneiras de aproveitar ao máximo a sua experiência. Aqui estão algumas pessoas para começar.
Emblemas da Comunidade

Meus grupos

Encontre o seu pessoal participando de grupos baseados em interesses em comum. Veja alguns dos nossos favoritos do momento e fique à vontade para
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.