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gil1001
Contributeur de premier rang
Member since ‎Apr 3, 2018
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  • Replies
    39
  • Upvotes Given
    25
  • Upvotes Received
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Activity

CoachAaronCCR on July 10, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi read more
Reply Idea Contacts & Companies Deals
1024 upvotes
158 Replies
Daniel_13
Participant
April 27, 2022 22:27
+1 this would be very helpful maintaining this is a real pain point
ozgesila on November 20, 2020
When do you create forms?
I would like to ask these questions to all HS users? In what conditions do you create forms? eg. do you use same form for all your webinars or do you clone? I know that there are some basic forms like contact us, that you can use in different pa read more
Reply Discussion Forms
2 upvotes
6 Replies
MatteoV
Member
December 01, 2020 00:27
I like to keep it simple. Managing too many forms could lead to confusion and consume a lot of time. My approach is to use: 1 generic form ...read more
gotmike on June 05, 2017
Allow Contacts to have Deal Roles
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal read more
Reply Idea Contacts & Companies Deals
67 upvotes
31 Replies
jeffvincent
HubSpot Product Team
November 16, 2021 10:48
Hi all! I'm excited to tell you about association labels . This functionality was released to public beta at INBOUND, and I believe it will do exact...read more
gaylebrimble on March 30, 2017
HubSpot USER csv export option
I have 60+ users that cross 4 regional teams in our HubSpot System. It would be extremely useful to "Export" the list of users? I want to export the names, data sort into regions and then send out to do a regular audit to ensure any staff that hav read more
Reply Idea Account Settings
119 upvotes
25 Replies
airbyte
Member
December 17, 2021 03:43
I can offer you to install our opensource Airbyte app and sync your data to any database or storage or CSV. https://airbyte.io
gotmike on June 05, 2017
Allow Contacts to have Deal Roles
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal read more
Reply Idea Contacts & Companies Deals
67 upvotes
31 Replies
jeffvincent
HubSpot Product Team
November 16, 2021 10:48
Hi all! I'm excited to tell you about association labels . This functionality was released to public beta at INBOUND, and I believe it will do exact...read more
gotmike on June 05, 2017
Allow Contacts to have Deal Roles
When we have multiple contacts on a specific deal in the CRM, it would be great to assign roles to each. This could be a standard "deal role" dropdown field/property. So I can pick "Champion" or "Decision Maker" or whatever. Or if you are deal read more
Reply Idea Contacts & Companies Deals
67 upvotes
31 Replies
jeffvincent
HubSpot Product Team
November 16, 2021 10:48
Hi all! I'm excited to tell you about association labels . This functionality was released to public beta at INBOUND, and I believe it will do exact...read more
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