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JulienBayle
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Member since ‎Apr 5, 2023
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  • Upvotes Received
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Julien BAYLE

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JulienBayle on November 22, 2023
The new lead functionnality is great. But there is no API yet to control the leads using code in the WF. Please consider adding an API for the leads. My use case : I need to be able to route new leads to my sales rep depending on the number read more
5 upvotes
0 Reply
Lucila-Andimol on June 15, 2021
Sometimes when a deal is closed won, with an approved/sign quotes changes must be made (because of a sales misunderstanding or error) Even if the sales team create a new quote for approval, this old quote need to be canceled. We need this functi read more
Member
October 04, 2023
We also need that to clean up the data and the statistics. Sometimes, manualy signed quotes are not in reality because of a mistake of the user (...read more
JulienBayle on September 18, 2023
In the cards (inside the right column), we can easily one-click copy a text property value to the clipboard : But this is not available in the left column for the properties (only "edit" and "open link" are) :   We would be more effi read more
0 upvote
0 Reply
JulienBayle on July 26, 2023
Use Case: Simplify the process of attaching documents to emails within HubSpot's embedded email tool by allowing users to quickly drag and drop files directly from their system explorer window. Description: Currently, the process of attaching read more
2 upvotes
1 Reply
StephD13 on November 12, 2020
It would be so much more convenient to drag and drop files into attachement area for the contacts and deals (more in particular the deals). At the moment you have to save into a folder then upload and access the file from your computer folder. It w read more
22 upvotes
10 Replies
Member
July 26, 2023
In our company about 15 people are requesting the same. Please consider adding it to the ROADMAP
CaitlinRose on March 03, 2021
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
338 upvotes
62 Replies
Member
July 19, 2023
We are waiting for this feature : having some new type of triggers "association to a record added", "association to a record removed", that could be...read more
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