CRoderigue

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Colten Roderigue

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nina on March 10, 2017

Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow

We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more

Reply Idea Workflows

192 upvotes

91 Replies

CRoderigue

Contributor

December 30, 2023

Is there a solution for this yet? @jtremblay

jbpluchet on November 19, 2020

Add a drop-down menu when you create a task

When we create a new task on a deal, we have to give a name to it. Would it be possible, instead of having a text field, to have a drop-down menu with tasks names that we would set up previously? Would be great. Thanks.

Reply Idea Tasks

7 upvotes

4 Replies

CRoderigue

Contributor

February 28, 2023

+1 This feature would be very useful and would standardize task names

CRoderigue on December 28, 2022

Is it possible to get a ticket description to pull separate records to create a new contact record?

The problem: I am trying to integrate two wix websites with one hubspot portal with syncsmart.io. This is not possible to do. I am trying to have forms from both wix sites to populate the contacts records in the one HubSpot portal. The Idea: I am r read more

Reply Discussion Data Formatting Data Quality Automation Two wix websites integrating with one HubSpot portal

0 upvote

1 Reply

mbarba on February 24, 2022

Introduce Yourself!

Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi read more

Reply Discussion

63 upvotes

813 Replies

CRoderigue

Contributor

December 16, 2022

Hello! 1. I am a consultant 2. I work in many different industries, but mainly marketing 6. I am hoping to learn more out of this study group

KyleJepson on June 29, 2021

New to the Inbound Sales Study Group? Introduce yourself here ‌⬇️‌

One of the best ways to learn inbound sales is by implementing strategies and sharing ideas with other sales professionals, just like you. That’s why we’re so excited to create this community of inbound sales professionals to learn and grow better read more

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132 upvotes

2648 Replies

CRoderigue

Contributor

November 20, 2022

Hello! My name is Colten, I am a freelancer who is growing fast with the HubSpot platform! I am constantly going down the rabbit hole. I'm glad to ...read more

Solved

AllyRRS on February 24, 2021

How to import associated contacts into deals

Hi I've updated my deals spreadsheet with the historical deals, but when I go to import it appears that Associated Contact (and the ID) are non-updatable fields. How do I import these easily without having to go into each deal on Hubspot and add read more

Reply Discussion Deals Starter

0 upvote

13 Replies

CRoderigue

Contributor

November 15, 2022

Hey @Phil_Vallender I followed the knowledge base and your two steps, but I am still getting two deals that are being created based off this import...read more

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