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hshafter
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Member since ‎Mar 17, 2017
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  • Replies
    4
  • Upvotes Given
    22
  • Upvotes Received
    50
  • Ideas
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devon42 on November 13, 2019
Workflow based off Deal Date Property
Hello - I am trying to create a workflow based off of a date at the deal property. From what I can tell, HubSpot only allows a date centered workflow at the contact level. This is what I'm trying to accomplish: Send a follow up email 60 days aft read more
Reply Discussion Workflows
17 upvotes
30 Replies
hshafter
Participant
January 16, 2020
Thanks for posting this suggestion. I also need to be able to create a workflow based on a deal date property. We do so much before and after projec...read more
hshafter on September 29, 2017
How to make Workflows easier to edit: Clone and move workflow actions
Hi, I have a suggestion for making workflows easier to edit. Once a workflow is created, it would be great to be able to cut, copy, and "drag & drop" items. For example, I might want to create the same task to be repeated with a waiting read more
Reply Idea Workflows
39 upvotes
26 Replies
lsirac on November 21, 2016
Enter 2 email addresses for a contact
Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every read more
Reply Idea Contacts & Companies
803 upvotes
151 Replies
hshafter
Participant
July 18, 2017
Great!! Glad it worked. : )
lsirac on November 21, 2016
Enter 2 email addresses for a contact
Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every read more
Reply Idea Contacts & Companies
803 upvotes
151 Replies
hshafter
Participant
July 18, 2017
Great!! Glad it worked. : )
rdavidson on July 18, 2017
Export Persona Profiles
Please allow users to export Personas profile data, including demographics. It would help when we go to update or modify these at team meetings. Thank you.
Reply Idea Contacts & Companies
26 upvotes
10 Replies
hshafter
Participant
July 18, 2017
Great idea! I am using HubSpot Email Marketing Planner and will be creating a new tab for each persona. Having all the personas viewable on a spreads...read more
lsirac on November 21, 2016
Enter 2 email addresses for a contact
Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every read more
Reply Idea Contacts & Companies
803 upvotes
151 Replies
hshafter
Participant
July 18, 2017
Great!! Glad it worked. : )
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