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Edsby
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Member since ‎Oct 17, 2022
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ParkerShort on February 05, 2020
Use company tokens in Deal workflow internal emails
Hi there, I'd like to use a deal-based workflow to automatically ask for an update that goes out at as an internal email. Our deal names are inconsistent, so I want to simply ask "What's the status on the deal with {{company.name}}?" It doesn' read more
Reply Idea Deals
56 upvotes
22 Replies
Edsby
Member
October 24, 2023
We're on HubSpot Enteprise. Are you? Attached is what I see when composing a new email for notification of won deals. Big, empty square is company-sp...read more
ParkerShort on February 05, 2020
Use company tokens in Deal workflow internal emails
Hi there, I'd like to use a deal-based workflow to automatically ask for an update that goes out at as an internal email. Our deal names are inconsistent, so I want to simply ask "What's the status on the deal with {{company.name}}?" It doesn' read more
Reply Idea Deals
56 upvotes
22 Replies
Edsby
Member
October 24, 2023
We're on HubSpot Enteprise. Are you? Attached is what I see when composing a new email for notification of won deals. Big, empty square is company-sp...read more
jonobers on May 19, 2023
Geo Map Report Visualization
We have Company address and Industry information, but if we want to easily plot this information on a Geographic map, I have to export this data from HubSpot and put it into PowerBi. It would be great if a new report visualization could be created read more
Reply Idea Dashboards & Reports
30 upvotes
5 Replies
Edsby
Member
July 31, 2023
Upvoting for potential native mapping capability in HubSpot reports/dashboards in the future. Will be investigating GeoMapper until then.
Edsby on June 23, 2023
Remove summary tab from Excel exports
When exporting a table (text) report's contents to Excel, HubSpot create two Excel tabs in the export file: 1) A "HubSpot Export Summary" tab that attempts to remove duplicates in the exported data and perhaps do other data cleaning. 2) A ta read more
Reply Idea Dashboards & Reports Imports & Exports
2 upvotes
0 Reply
JBudd on September 23, 2021
Keep case format in Deal and Company Names instead of changing to lowercase in reports
When we enter the name of a company in HubSpot, we use upper and/or lowercase letters, as per the client's details. For example: If a company uses "VISA" in their documentation, rather than "Visa", then we enter "VISA". Unfortunately, when creati read more
Reply Idea Dashboards & Reports
61 upvotes
18 Replies
Edsby
Member
June 20, 2023
Hit this surprise today. Please address. Exports should respect and preserve the case of the orginal data. Have seen this behavior on contact name an...read more
DarrenScottUK on October 12, 2019
Bulk Assign contacts to a company
It would be helpful if you could bulk assign contacts to a company record rather than manually assigning each one. i.e. if you have 1000 contacts with @hotmail these wont be assigned to the correct company. We currently havee to manually go through read more
Reply Idea Contacts & Companies
38 upvotes
18 Replies
Edsby
Member
May 31, 2023
I spoke with HubSport support on this issue today and was told the only way to efficiently perform this is via export, associate the records in Excel...read more
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