Ruurd

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karstenkoehler

Ruurd Heijting

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MaggieB on Junho 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 Leia mais

Responder Idéia Integrations

7 avaliações positivas

3 Respostas

Ruurd

Colaborador(a)

Agosto 30, 2024

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

FrancescoM839 on Abril 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 Leia mais

Responder Idéia Website & Landing Page Editor

63 avaliações positivas

20 Respostas

Ruurd

Colaborador(a)

Julho 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 ...Leia mais

Cherisse on Abril 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 Leia mais

Responder Idéia Contacts & Companies Workflows

567 avaliações positivas

161 Respostas

Ruurd

Colaborador(a)

Maio 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 Maio 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 Leia mais

Responder Idéia Dashboards & Reports Marketing Reporting Sales Reporting

1 avaliações positivas

0 Respostas

tmitch_sona on Novembro 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 Leia mais

Responder Idéia Dashboards & Reports

7 avaliações positivas

3 Respostas

Ruurd

Colaborador(a)

Abril 20, 2024

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

Solucionado

SBenish on Setembro 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 Leia mais

Responder Discussão Free

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Ruurd

Colaborador(a)

Abril 10, 2024

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

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