AChapin

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Amanda Chapin

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AChapin on March 21, 2024

Deal Properties to see how long a deal has been in current stage

HubSpot recently added two deal properties to show "cumulative time in deal stage" and "latest time in deal stage" however this does not calculate how long a deal has been in it's current stage and both these properties only update once the deal has read more

Reply Idea Deals Properties

2 upvotes

0 Reply

AChapin

Member

January 18, 2024

Reply to Workflow to copy Product Line Item value to a Property

Is there a way to customize the workflow for when there are multiple deals for a contact? We have customers who reorder and would want the line item ...read more

AChapin on December 04, 2023

Whatsapp Calling Integration

Hello, Our team uses Whatsapp for international calling, is there a way to have Whatsapp calls automatically logged in Hubspot? Currently, they have to log all Whatsapp calls manually. It looks like the integration is only for messaging.

Reply Discussion Enterprise

3 upvotes

3 Replies

AChapin

Member

October 27, 2023

Reply to Ability to choose sync direction between HubSpot Sandboxes and HubSpot Production Environments

Please add this feature; it is beyond frustrating to have to do duplicate work, plus defeats the purpose of a Sandbox.

Solved

AChapin on August 11, 2023

Property for first touch date

Is there a way to have a default HubSpot property on contacts recording the first touch date? Currently, the only way to do this is to create your own property and then create a workflow to update the property. It would be great if this was automat read more

Reply Discussion Contacts & Companies Properties

0 upvote

1 Reply

Solved

AChapin on August 11, 2023

Lead Conversion Reporting

Hello, I am looking to build some more detailed lead conversion reporting. I would like to have a report showing what percentage of contacts we have have had deals created from them. Likewise, I would like to better track how many activities i read more

Reply Discussion Enterprise

0 upvote

2 Replies

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