Ruurd

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karstenkoehler

Ruurd Heijting

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MaggieB on Juni 18, 2024

HubSpot Healthcare Objects

With HubSpot's new sensitive data beta , customers can store protected health information (PHI) covered under HIPAA. With that, we're interested in expanding the HubSpot data model to include healthcare specific objects. If you currently use EPIC Beitrag ansehen

Antworten Idee Integrations

8 Likes

3 Antworten

Ruurd

Mitwirkender/Mitwirkende

August 30, 2024

Working in digital therapeutics (digital therapy for back pain per app, as a regulated 'medical device'). I think Contact <> Prescriptions woul...Beitrag ansehen

FrancescoM839 on April 14, 2023

Edit Saved Section and Global Update them

The Saved Section is really helpful, but it's missing the essential editing part. On my website I have re-used a section several times and I had to edit them one by one since there is no "Global Update". That can be an easy feature to add with a hug Beitrag ansehen

Antworten Idee Website & Landing Page Editor

63 Likes

20 Antworten

Ruurd

Mitwirkender/Mitwirkende

Juli 03, 2024

Indeed: saved sections are great to save time when setting up emails, but having them editable and update globally is the real gamechanger! Manually ...Beitrag ansehen

Cherisse on April 19, 2021

Adding Notes via Workflows

We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti Beitrag ansehen

Antworten Idee Contacts & Companies Workflows

568 Likes

161 Antworten

Ruurd

Mitwirkender/Mitwirkende

Mai 24, 2024

I'd love to have this too! In case it wasn't mentioned before, there is this on the marketplace... (I'm not affiliated.)

Ruurd on Mai 09, 2024

Use Custom Stage Conversion Dates in Funnel Report

Loving the new custom funnel reporting! However... It would be even better if we could select a custom date property for each Stage entry. Why? Our Deals come from an external source and have a custom 'Created' date property. On this date, th Beitrag ansehen

Antworten Idee Dashboards & Reports Marketing Reporting Sales Reporting

1 Likes

0 Antwort

tmitch_sona on November 15, 2022

Relative date field filters on advanced reports

Hi - I am finding it quite restrictive that you can't filter in a format like 'date field A' is before (or after) 'date field B' - you can only compare one or the other by a static date value. Please can we enhance advanced reports to allow this kin Beitrag ansehen

Antworten Idee Dashboards & Reports

7 Likes

3 Antworten

Ruurd

Mitwirkender/Mitwirkende

April 20, 2024

Hi! Totally agree. FYI: there's a master idea that also covers this request. Please upvote there 🙂

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SBenish on September 26, 2022

Enrolling a contact in a workflow from another workflow

When a contact completes Workflow A, the action will be for the contact to enter Workflow B. Is this considered a 'Manual' entry into Workflow B or do I need to add an 'Enrollment Trigger' to the beginning of Workflow B? This workflow connection wi Beitrag ansehen

Antworten Diskussion Free

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3 Antworten

Ruurd

Mitwirkender/Mitwirkende

April 10, 2024

Hi @christopher-RVO & @karstenkoehler , Thanks for this solution. However... If I don't set any triggers for workflow B, then contacts wo...Beitrag ansehen

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