Profile

MeganLegge
HubSpot Product Team
HubSpot Product Team
Member since ‎Mar 27, 2017
Message
  • solutions
    0
  • Replies
    8
  • Upvotes Given
    46
  • Upvotes Received
    13
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Megan Legge

This user hasn't created a bio yet. Edit your own profile here!

Activity

Lisanne on July 05, 2018
Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p read more
Reply Idea Deals Workflows
130 upvotes
49 Replies
MeganLegge
HubSpot Product Team
December 07, 2022
Hi @BDuff & @JQuan0 and everyone, We're still actively working on this and hope to have a feature ready for beta testing early in the n...read more
jbogaert on May 24, 2022
Discussion Thread | Operations Hub Show & Tell (Q2 2022)
Hello! The Operations Hub Show & Tell is back! Tomorrow, May 25 at 10, our product team will talk about Operations Hub, what it is, and how they're thinking about its future. Joining us will be Frans Leys (Data Sync), Mega read more
Reply Discussion Data Quality Automation Data Sync Datasets
1 upvote
6 Replies
MeganLegge
HubSpot Product Team
September 07, 2022
Hi @Hawk-Steve , The error is because the validation here is essentially interpreting "00001" as an incorrectly entered "1." To force a 5 digit r...read more
Lisanne on July 05, 2018
Copying Company/Contact property values inward to Deal properties (in Deal workflows)
Since last week Hubspot activates the Beta workflow for Deals. I have an idea to optimize the (deal) workflow. Now I need to fill in some of the properties manually. I like to copy a property like "Inbound or Outbound" from the Company or Contact p read more
Reply Idea Deals Workflows
130 upvotes
49 Replies
MeganLegge
HubSpot Product Team
December 07, 2022
Hi @BDuff & @JQuan0 and everyone, We're still actively working on this and hope to have a feature ready for beta testing early in the n...read more
CéliaMOLINA on January 28, 2021
Based on a date for deals
Hello, I recently had a project I wanted to include in my Hubspot management and workflows. The project was to change a specific roperty in Deals section, to another one, each end of month. For example, each 30th of the month , I want my deal read more
Reply Idea Deals
3 upvotes
2 Replies
MeganLegge
HubSpot Product Team
September 01, 2022
Hi All, Functionality like this is possible with a new workflow action that's available to all customers using the workflows app. The new ...read more
kropfy247 on July 01, 2022
Time Based Criteria for Deal based workflows
It seems the only time based entity you can create workflows on are contacts. It owuld be logical to have this on Deals as well you want to be able to manage and alert based on deals and their close or open date. EG, send a message to a sa read more
Reply Idea Deals Workflows
0 upvote
1 Reply
MeganLegge
HubSpot Product Team
September 01, 2022
Hi @kropfy247 This is now possible with a new workflow action that's available to all customers using the workflows app. The new delay ac...read more
Leadstreet-M on July 19, 2021
Company workflow based on date property
Hi, we know from the documentation that we can create contact workflows based on a date property. This would allow an automated "happy birthday" email each year. See here: https://knowledge.hubspot.com/workflows/create-center-on-a-date-or- read more
Reply Idea Contacts & Companies Workflows
1 upvote
2 Replies
MeganLegge
HubSpot Product Team
September 01, 2022
Hi, This is now possible with a new workflow action that's available to all customers using the workflows app. The new delay action (Delay unt...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started:
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.