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RMazzucchelli7
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Member since ‎Feb 10, 2023
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Roberta Mazzucchelli

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RMazzucchelli7 on February 16, 2026
Edit Associated Projects within a Workflow
We are using Projects object (currently in BETA). It would be great to be able to edit associated projects (like it's possible with other objects), in workflows. At the moment, we can only edit the enrolled record.
Reply Idea Properties Workflows
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RMazzucchelli7
Member
February 09, 2026
Reply to Ability to edit the panel in top left corner of objects
Yes!!!
RMazzucchelli7
Member
February 09, 2026
Reply to Customizing the contact card on the top left of the contact page. (Add or subtract default fields.)
Yes!!!! And this should be the case for all OBJECTS (deals, projects) etc. For the Project object: we don't utilise the HubSpot Property "Status",...read more
RMazzucchelli7 on February 03, 2026
Internal Meeting Notes visible to Outlook
Problem: Meetings in HubSpot are currently limited for teams that rely on detailed internal preparation. When a meeting is created in HubSpot and synced to Outlook or Google Calendar, only attendee notes sync are visible. Internal notes do read more
Reply Idea Meetings Sales Email Extensions & Add-Ins
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RMazzucchelli7
Member
January 19, 2026
Reply to Tasks Sync to Microsoft 365 (Teams / To Do / Planner)
Yes please
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RMazzucchelli7 on September 23, 2025
Calculated Fields with Formula
Hi Community! I am trying to create a field with calculated property in my Custom Builder report, but I need some advice on how to write the formula. I need to calculate the ratio of a deal property (Appointment=Y) against all deals. The read more
Reply Discussion Professional
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