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KHartleyDev
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Member since ‎Dec 27, 2022
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Kai Hartley

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APetro on May 26, 2023
Limit the number of records that move through a workflow (meter or regulate workflow progress)
I would love to see a feature within Marketing Hub workflows where you can regulate the frequency at which records could progress through a workflow. I envision a setting that could be applied to specific step in the workflow where you would se read more
Reply Idea Workflows
2 upvotes
1 Reply
KHartleyDev
Member
October 02, 2023
This is something we're wanting as well. I made a workflow to find the most recent sold deals per company and it compares the sale date versus the te...read more
jlin2045 on June 14, 2023
quote based trigger for "published"
It would be nice to have the option to trigger a workflow based on if a quote has been published or not. We are trying to tie this to "deal stage" and have the stage listed as "quote issued" automatically.
Reply Idea Workflows
6 upvotes
5 Replies
KHartleyDev
Member
September 14, 2023
I found a workaround for this. If you don't have the Require approvals on all quotes setting turned on, any created but not published quotes will hav...read more
KHartleyDev on July 24, 2023
Please add the ability to track when a customer opens an attachment from an email
Hello! HubSpot let's us know when an email we send to a client is opened, but doesn't tell us if the client clicks on the attachment if we send it with an email. This would be ideal for marketing teams as this would allow us to have a better underst read more
Reply Idea Marketing Emails
0 upvote
0 Reply
KHartleyDev on June 15, 2023
Add Content Slug as a quote property
Hello! I wish to make reports that have direct links to the web addresses where our Quotes are hosted. The Content Slug appended to the web domain would work perfectly, but this property is not inside of the Quote object. The alternative right now i read more
Reply Idea Products and Quotes
0 upvote
0 Reply
KHartleyDev on April 04, 2023
Change display properties on Custom Objects
Hello! Custom Objects don't have a way to change the display properties after the Object is created. When making Custom Objects for other departments, nobody is fully certain about what we want the custom object to look like until it is made. These read more
Reply Idea Custom Objects
2 upvotes
2 Replies
KHartleyDev
Member
April 06, 2023
That would be nice! I could totally see some use cases for this.
KHartleyDev on April 04, 2023
Change display properties on Custom Objects
Hello! Custom Objects don't have a way to change the display properties after the Object is created. When making Custom Objects for other departments, nobody is fully certain about what we want the custom object to look like until it is made. These read more
Reply Idea Custom Objects
2 upvotes
2 Replies
KHartleyDev
Member
April 06, 2023
That would be nice! I could totally see some use cases for this.
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