SteveHTM

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Steve Christian

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lhaith on October 24, 2018

Attachments / file uploads need to be more user friendly

There seems to be a unnecessary disconnect between the fields 'Attachments' and 'file upload'. Attachments are for email enquiries and file uploads are for support forms. Handling these fields in the ticket environment is not user friendly. M read more

Reply Idea Conversations

70 upvotes

28 Replies

SteveHTM

Contributor | Partner

March 23, 2023

I like all the ideas in this thread - and it seems embarrassing that the HubSpot team has pretty much ignored it for 5 years! My need is simpler ...read more

SteveHTM on March 14, 2023

Workflow filtering of conversations before creating a ticket

I'm just experimenting with the Converstions API and the associated object. My goal was to try and filter incoming emails to determine whether the email was of the right type to generate a ticket. In fact I'm finding this hard to do and want to read more

Reply Idea Conversations

1 upvote

0 Reply

AnaisThomas on September 08, 2022

Tag chat conversation

I want to tag chat conversations in HubSpot in order to identify them and create reports on these tags. These would allow my company to see the topics of chats at the moment, create new articles on the knowledage base responding to the needs of our read more

Reply Idea Conversations

29 upvotes

3 Replies

SteveHTM

Contributor | Partner

March 14, 2023

In general - it would be a great enhancement to have some writeable properties on the Conversations object. Or the ability to extend the object with ...read more

PlyWood on May 21, 2021

Custom Object branching for Contact based Workflows

Currently Contact based workflows can't use properties on related Custom Objects in branches. Being able to do so would be incredibly useful to simplify automation and to avoid unnecessiarily duplicating properties & data across objects. Thi read more

Reply Idea Workflows

55 upvotes

12 Replies

SteveHTM

Contributor | Partner

December 21, 2022

Very inconsistent of HubSpot not to offer the same trigger/branching options for contact workflows that exist in other types. In general, I'm very im...read more

SteveHTM on September 01, 2022

Unixtimestamp() custom formula

I've just uncovered what I think may be a very curious implementation in the OpsHub custom formulas. The option exists to convert a datetime value to a unix time stamp value unixdatastamp() - could be very handy for custom time calculations I think. read more

Reply Idea Workflows

0 upvote

0 Reply

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SteveHTM on April 12, 2022

Custom coded workflows using custom objects

Community - hope you can help. I'm working on a complex workflow that uses at least one custom coded workflow step. The issue I'm running into is that I need to search/filter/sort custom objects (rather than contacts/companies etc) in the coded work read more

Reply Discussion Programmable Automation

0 upvote

3 Replies

SteveHTM

Contributor | Partner

May 25, 2022

Thank you @nikodev - this is helpful material that really should be added to the API documentation. Steve

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