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GFernandez34
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Membre depuis ‎oct. 26, 2022
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  • Mentions J'aime ajoutées
    27
  • Mentions J'aime obtenues
    6
  • Idées
    3

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Gabriela Fernandez

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Résolues
GFernandez34 le Octobre 06, 2023
Associate deals and companies
Hello! I was wondering if you could help me with an issue we are having: - We are creating deals for the Sales Team based on a contact's sign up. By that moment, that contact does not have an associated company. - Whenever a contact makes a pu Lire la suite
Répondre Discussion CRM
0 Mention J'aime
1 Réponse
Résolues
GFernandez34 le Juillet 12, 2023
Avg amount of meetings/calls after reaching a stage
Hello! We want to track how many follow up meetings/calls we are making after a lead reaches de stage "Demo performed". The goal is to measure how many follow up meetings or calls we are having in average after performing a demo with a lead. I Lire la suite
Répondre Discussion Reports Sales
0 Mention J'aime
2 Réponses
GFernandez34
Participant
Juillet 13, 2023
Thanks @karstenkoehler ! definetly will try this.
Résolues
GFernandez34 le Juillet 12, 2023
Avg amount of meetings/calls after reaching a stage
Hello! We want to track how many follow up meetings/calls we are making after a lead reaches de stage "Demo performed". The goal is to measure how many follow up meetings or calls we are having in average after performing a demo with a lead. I Lire la suite
Répondre Discussion Reports Sales
0 Mention J'aime
2 Réponses
GFernandez34
Participant
Juillet 13, 2023
Thanks @karstenkoehler ! definetly will try this.
DiegoPI le Juin 11, 2018
Customize Meeting Reminder & Meeting Booked Emails
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be Lire la suite
Répondre Idée Meetings
1009 Mentions J'aime
331 Réponses
GFernandez34
Participant
Mai 26, 2023
+1 - This is veeery necessary!
BenettB le Novembre 19, 2020
Workflow actions that can update properties across different (associated) object types.
Our company uses your workflows HEAVILY, but we are constantly having to work around one major limitation: The workflows can only change properties on one type of HubSpot object. For example, if you start a ticket-based workflow, you can only change Lire la suite
Répondre Idée Workflows
39 Mentions J'aime
47 Réponses
GFernandez34
Participant
Mars 13, 2023
Hello! I would love to have access to this beta 🙂 thanks!
Résolues
GFernandez34 le Février 22, 2023
Custom behavioural event as workflow goal
Hello! We currently have a Cart Recovery campaign on place, and would like to measure the outcomes. We would like to understand how many of the users end up making a booking after they received the email. The "booking" event is created as Lire la suite
Répondre Discussion Campaigns Marketing Email Workflows
0 Mention J'aime
2 Réponses
GFernandez34
Participant
Février 22, 2023
Oh, wonderful! Thank you so much Karsten! That was just what I was looking for 🙂
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