Patrick_Saab

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Upvotes Given
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Upvotes Received
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Patrick Saab

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Activity

ATomlins on January 06, 2022

Delete ticket action in workflow

Ability to delete tickets in an automate workflow dependent on ticket name/age/pipeline stage etc. Thanks, Alex

Reply Idea Tickets

84 upvotes

16 Replies

Patrick_Saab

Participant

September 17, 2024

This would help us keep our CRMs clean 🙂

Patrick_Saab on September 12, 2024

Set Custom Goals for Marketing Metrics

I believe adding the ability to set goals within reports in Marketing Hub Enterprise would be a fantastic enhancement. It would provide executives with clearer insights and help department heads better track our progress toward key objectives 🙂 read more

Reply Idea Dashboards & Reports Marketing Reporting

0 upvote

0 Reply

JannieEngen on January 11, 2023

Delete deals as action in workflow

I see that there is an action on contact based workflows to delete contact, but we need the same in dealbased workflows! (And preferably in all types of workflows)

Reply Idea Workflows

74 upvotes

16 Replies

Patrick_Saab

Participant

September 11, 2024

Agreed! It's essential to be able to clean our pipelines and having that through the workflow tool would be really helpful 🙂

MFletcher2 on August 28, 2023

We Need More Campaign Color Options

It would be great if we could have more than the 8 pre-set campaign colors to choose from. Our firm offers many services and we have a large number of segments as a result. We're starting to create campaigns to target many these groups as well as ru read more

Reply Idea Campaign

6 upvotes

2 Replies

Patrick_Saab

Participant

August 20, 2024

Agreed!

MZmuda on March 25, 2024

Cloning campaign with or without assets

It would be beneficial to have a checkbox when cloning a campaign that indicates whether you want to clone all the assets added to the original campaign. Right now it's duplicating all the assets and if they are not applicable or do not transfer to read more

Reply Idea Campaign

8 upvotes

5 Replies

Patrick_Saab

Participant

August 20, 2024

Yes, that would be extremely beneficial! My team keeps on cloning campaigns and the consequences are, I have to go and delete the workflows and other...read more

karstenkoehler on January 24, 2023

Enforce naming convention for new assets

Hello product team, For HubSpot admins, one of the biggest challenges is keeping a portal organized, cleaned up and prevent overall chaos. Especially in Enterprise portals with sometimes hundreds of users, it's almost impossible to get users t read more

Reply Idea Account Settings Blog CTAs Custom Objects Dashboards & Reports File Manager Lists Marketing Emails Properties Sequences Website & Landing Page Editor Workflows

139 upvotes

26 Replies

Patrick_Saab

Participant

August 14, 2024

@karstenkoehler I completely agree with you, wherever I go this is my biggest painpoint and would love to have a way to enforce naming conventions!...read more

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