KatePidgeon

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solutions
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Kate Pidgeon

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Activity

Jacob02 on April 01, 2021

Forms in Custom Report Builder

Hi there, As a HubSpot user, I would like to analyse forms and their submission in the custom report builder . This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall 's solution to thi read more

Reply Idea Analytics Tools Dashboards & Reports Forms Marketing Reporting

232 upvotes

56 Replies

KatePidgeon

Participant

April 01, 2022

Agreed too - we really need to be able to report by form submission, so for instance building a report in the custom builder that shows anyone who ha...read more

Solved

jassie on January 05, 2021

Zoom webinar confirmation email from HS

We're currently changing our workflow from Grafity forms + Gsheet + manually emailing invites for webinars to HS forms -->Zoom integration So far so good. We linked the HS form to the webinar ID's. The confirmation email of subscription is read more

Reply Discussion Professional

4 upvotes

11 Replies

KatePidgeon

Participant

February 09, 2022

Same as the other poster - is there any other way anyone has found to access this unique join link property? I was looking for a way to send a remind...read more

Solved

HannahSarsfield on July 14, 2021

Creating a report for Company lists

Hi, I want to create a report based on the number of companies in various lists and was wondering how best to do this? When I tried to create the report via Create Custom Report > Single Object, the data property ‘ list membership ’ read more

Reply Discussion Reports

1 upvote

10 Replies

KatePidgeon

Participant

September 09, 2021

I'm trying to do this too (filter a company report on list membership), and I can't see this option. Searching for list membership as a criteria brin...read more

Solved

Kmoloo on April 22, 2020

New Contacts Beta - Table and Boards - No options to export

I like the new contacts beta, the table/boards look great. But there's one thing missing: the little options menu that you could open up and use to export the contacts that match your current filters (ref: https://monosnap.com/file/7X37CxlNW3qxFAL6 read more

Reply Discussion Contacts & Companies

1 upvote

3 Replies

KatePidgeon

Participant

May 01, 2020

Hi I came across this post while searching for the same thing, but I think I found it - there's a little drop down arrow by the view name in the tab...read more

Msyvrais on January 21, 2020

enrolling merged duplicates in workflow default to NO

Ideally we would want to control this globally or be able to select the default - currently it is set to yes which we would never want a merged contact to enroll as it is likely that one of the contacts has already enrolled!

Reply Idea Workflows

17 upvotes

8 Replies

KatePidgeon

Participant

January 28, 2020

Completely agree! Nice feature, but can't understand why it would be defaulted to Yes. And with no ability to change it globally to No it's not reall...read more

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