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KCTravison
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Member since ‎Apr 19, 2023
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Kristen Travison

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Activity

wesleybranue on January 18, 2023
We see that invoices are being associated to contacts automatically via the HubSpot Xero integration, however we would like to associate invoices with companies and deals also and to have a view of this association in both the invoices and when in a read more
35 upvotes
12 Replies
Member
November 29, 2023
+1 on being able to add Invoices to a Deal that already exists. It would be beneficial to be able to create an association automatically via a workfl...read more
NicoleSengers on February 21, 2022
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f read more
1037 upvotes
328 Replies
Member
April 21, 2023
Yep, this seems like a very logical thing for us to be able to set via a workflow and would be really helpful when trying to specify if a Deal should...read more
lalexander on November 14, 2018
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
659 upvotes
182 Replies
Member
April 21, 2023
Yes! Agree, this would be super helpful. We have Deals that have been created based on our Stripe integration and after the Deal is worked, the custo...read more
KCTravison on April 19, 2023
I was incredibly shocked to find out that even though HubSpot now has Invoices as an Object (yay!), you can only see them in one location ...and it's buried. Not only that, I am very confused why you can associate an Invoice with a Contact or Deal, read more
Strumdrum on December 16, 2022
In short, I want to be able to use the invoice properties as triggers in a workflow to copy them to another property. HubSpot stores all of my invoices synced over from Quickbooks. But from what I can tell there is no way to work with that data. read more
6 upvotes
1 Reply
Member
April 19, 2023
Completely agree! It's not super useful to have to go look at invoices and open them to see who they are associated with. Not to mention that there i...read more
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