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EAmoroso
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Member since ‎May 25, 2023
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  • Upvotes Given
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  • Upvotes Received
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Evan Amoroso

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Activity

BPeters2 on January 04, 2024
Conditional Logic in Middle Column of Records
Though you can customize the middle column: https://knowledge.hubspot.com/crm-setup/customize-the-middle-column-of-records and you can use conditional logic in the side panels: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars#ma read more
Reply Idea Contacts & Companies
33 upvotes
9 Replies
EAmoroso
Participant
September 05, 2024
I just hit this wall today, we'd like to cut down on middle column clutter. Our use case is a ticket pipeline for members requesting certain types of...read more
Cherisse on April 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 read more
Reply Idea Contacts & Companies Workflows
561 upvotes
159 Replies
EAmoroso
Participant
July 18, 2024
+1 on this being a native action instead of using a marketplace app
FalkHe on August 04, 2023
Action Buttons for Workflows
Hi HubSpots Workflows are great for any type of Automation and are really helpful. However, what I'm really missing is a simple way to Trigger Workflows manually on a record. It would be really Nice to be able to add Custom Action Buttons (like read more
Reply Idea Contacts & Companies Workflows
1 upvote
1 Reply
EAmoroso
Participant
July 18, 2024
This would be amazing, it's not currently possible without a custom UI extension
GLePage on March 06, 2024
Allow Payment Subscriptions To Be Cancelled Using Workflows
It would be very useful to cancel a recurring billing cycle using a workflow.
Reply Idea Payments Workflows
8 upvotes
3 Replies
EAmoroso
Participant
July 15, 2024
We need this badly. We are mid migration from Keap to Hubspot and were previously able to automate both this and subscription changes in general
louischausse on August 14, 2023
Add "Form submission" as a data source for custom reports and datasets
At the moment we can't create a report based on the form submissions event. The solution is to create a custom behavioral event for 'Form submissions' but this is not very clean since the form submission event is a standard event. Just make it ava read more
Reply Idea Dashboards & Reports
14 upvotes
3 Replies
EAmoroso
Participant
July 03, 2024
Please add this, we have personnel that we don't want in the lists section and need to report on specific form submissions in a given date range. Thi...read more
golfpromal on August 16, 2021
Customize the properties available in Report Details pop-up from Dashboard
Please give us the opportunity to choose what properties are able to be shown in the Report Details pop-up generated when clicking on a chart in a Dashboard.
Reply Idea Dashboards & Reports
55 upvotes
10 Replies
EAmoroso
Participant
July 02, 2024
we need this capability, it can be confusing for the end user to see columns out of order.
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