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FMoor
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Member since ‎Apr 12, 2023
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  • solutions
    1
  • Replies
    4
  • Upvotes Given
    16
  • Upvotes Received
    11
  • Ideas
    5

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Frederique Moor

Just a CRM and automation enthusiast working her way through the systems.

Activity

FelipeFelix on July 01, 2021
Live chat filling conversion properties and others forms capabilities
Hello! My company is using HubSpot's live chat tool to capture leads on our website just as any HubSpot regular form. Currently, we are facing an issue with conversion information that is not filled with these leads. As you can see below, none read more
Reply Idea Forms
2 upvotes
1 Reply
FMoor
Participant
September 02, 2024
Yes! I need this. Conversions come from live chats for me too, and now it is visualised as "no value" in first conversions.. Live chat is an actual c...read more
DFenton on April 07, 2022
Date of Birth Property
They should make the Date of Birth Property a Date Property rather than a Single Line Property that way we can use it easier in workflows that are surrounded around the contact's birthday.
Reply Idea Properties
1 upvote
1 Reply
FMoor
Participant
August 26, 2024
Yeah, please.. This is so irritating.
FMoor on August 05, 2024
unenroll contact from sequence when associated deal changes deal stage
Hi, it would be great to make some option available to unenroll a contact when the deal stage changes. There are several options that I've tried so far, but for all of them have a limitation. 1) Contact based workflow, won't re-enroll becaus read more
Reply Idea Contacts & Companies Deals Sequences Workflows
1 upvote
1 Reply
FMoor
Participant
August 19, 2024
Found a workaround using 2 workflows First, make a contact based property. Mine is called: "current associated deal stage" Then, make 2 workflow...read more
Jonas_De_Mets on February 13, 2024
Create custom properties for quotes
It is currently not possible to create custom properties for quotes. These would be useful in quote based workflows or to use as "Personalization Token" in quote templates. Thanks in advance! Best regards, Jonas De Mets HubSpot Revenue Op read more
Reply Idea Products and Quotes
16 upvotes
2 Replies
FMoor
Participant
August 19, 2024
Yes, quote template customization is limited. You can add extra sections in the template but the text in these sections is not editable on the front ...read more
FMoor on August 19, 2024
Expand options for chatflow reporting
Hi, It would be great to expand options for chatflow reporting. Especially since: (1) In the default reporting, you cannot change the order of the actions you want to display in the report. (2) There is no way to see a contact was created f read more
Reply Idea Live Chat & Bots
0 upvote
0 Reply
FMoor on August 05, 2024
unenroll contact from sequence when associated deal changes deal stage
Hi, it would be great to make some option available to unenroll a contact when the deal stage changes. There are several options that I've tried so far, but for all of them have a limitation. 1) Contact based workflow, won't re-enroll becaus read more
Reply Idea Contacts & Companies Deals Sequences Workflows
1 upvote
1 Reply
FMoor
Participant
August 19, 2024
Found a workaround using 2 workflows First, make a contact based property. Mine is called: "current associated deal stage" Then, make 2 workflow...read more
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