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joeolsenmm
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Miembro desde ‎abr 6, 2018
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    11
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apetrini en Marzo 05, 2019
Add an 'OR' option to Filters in Views Reports
When you use filters to create a contact, company or deal view - or when using filters in creating a custom report - there should be an option for OR instead of just AND like the list functionality on the marketing side. That way you can build repor Leer más
Responder Idea Sales Reporting
184 Me gusta
37 Respuestas
joeolsenmm
Participante
Julio 24, 2020
This is a huge problem. It's the quintessential example of a "feature" that is really a "bug". Anyway, adding my +1 to this black hole that is the "H...Leer más
chelocean en Junio 08, 2017
"Fill in the blank" / placeholder areas for templates
I'm watching the HubSpot Academy course on the Sales CRM, and it mentions using Tokens as well as fill in the blank sections as best practice for Templates. It would be amazing if "Fill in the blank" sections could literally be input into emai Leer más
Responder Idea Sales Email Extensions & Add-Ins Snippets & Templates
21 Me gusta
17 Respuestas
joeolsenmm
Participante
Noviembre 20, 2019
Ok, so can't believe this is still lingering.. But it sounds like the hack right now is to add a company field called "fill in the blank" or similar ...Leer más
lrodriguez en Febrero 06, 2019
Allow Custom Deal Properties that are formatted as currency to be multi-currency
It would be very useful if HubSpot automatically assigns the Deal's currency to the Custom Deal Property formatted as currency or if at least it gives the option to select the currency you want to use on the custom property, as of right now the amou Leer más
Responder Idea Deals
219 Me gusta
68 Respuestas
joeolsenmm
Participante
Octubre 16, 2019
This is one of the top 10 (maybe top 5) enterprise flaws in HubSpot. Even adding a deal currency type default would be ideal. Then on reporting I...Leer más
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joeolsenmm en Junio 30, 2019
How do I set dropdown property to unknown or unselected through API
Hi! I have a dropdown property on a deal in Hubspot that has had a value selected. I would like to (through the API) change the value back to nothing/unselected/unkown. I tried sending in "" as a value and the the API sees that as sending nothin Leer más
Responder Conversación Deals Developer tools Webhooks
0 Me gusta
2 Respuestas
joeolsenmm
Participante
Junio 30, 2019
UPDATE Turns out setting it to blank ("") works and the field is then recognized as "unknown" in HS. I was using the "Update Deal" zap in Zapier...Leer más
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joeolsenmm en Junio 30, 2019
How do I set dropdown property to unknown or unselected through API
Hi! I have a dropdown property on a deal in Hubspot that has had a value selected. I would like to (through the API) change the value back to nothing/unselected/unkown. I tried sending in "" as a value and the the API sees that as sending nothin Leer más
Responder Conversación Deals Developer tools Webhooks
0 Me gusta
2 Respuestas
joeolsenmm
Participante
Junio 30, 2019
UPDATE Turns out setting it to blank ("") works and the field is then recognized as "unknown" in HS. I was using the "Update Deal" zap in Zapier...Leer más
Resuelta
joeolsenmm en Octubre 20, 2018
Triggering off a new note added to a contact
Hi everyone! I am looking to find a way to trigger a webhook call every time a note is added to a contact. Anyone have any thoughts on where to start? I looked through Zapier and it doesn't look like the solution is there. There is no standard workf Leer más
Responder Conversación Contacts
1 Me gusta
3 Respuestas
joeolsenmm
Participante
Octubre 31, 2018
Thanks Issac. Are there private APIs that could? You mentioned "public" so just asking for clarity. Also, this seems like something that should exi...Leer más
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