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WRowland9
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Member since ‎Oct 26, 2023
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  • solutions
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  • Upvotes Given
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Walter Rowland

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Solved
Juliaaa on July 25, 2023
Creating a report on the change in history of a custom property
Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda read more
Reply Discussion Companies CRM Reports Workaround
7 upvotes
12 Replies
WRowland9
Participant
August 15, 2024
@DaveParry - seems like HubSpot is heading in the right direction w/ their new private beta called " Property Change Event" - have you had a chanc...read more
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
499 upvotes
149 Replies
WRowland9
Participant
August 15, 2024
100% yes please
TristanJames on February 22, 2021
Associate form submissions with the company aswell as just the contact
We had an enquiry from our website and it pulled through to Hubspot - it created the company profile and the contact profile. I noticed this morning so checked out the company page but couldn't see any activity and then I went on the contact profile read more
Reply Idea Contacts & Companies Forms
53 upvotes
17 Replies
WRowland9
Participant
August 15, 2024
extremely frustrating that this is in the UI for Company Activity History - and yet it doesn't in fact work
Solved
Juliaaa on July 25, 2023
Creating a report on the change in history of a custom property
Hi Community, I would like to make a report that shows how a value of a custom property has changed over time. For example, I created a custom company property (type: number) called, "Registered Users". On the first day of each month, I upda read more
Reply Discussion Companies CRM Reports Workaround
7 upvotes
12 Replies
WRowland9
Participant
August 15, 2024
@DaveParry - seems like HubSpot is heading in the right direction w/ their new private beta called " Property Change Event" - have you had a chanc...read more
plau on July 23, 2019
Allow for chatflows to route conversations to different inboxes
At the moment, chatflows are tied to a specific inbox. This means that if I want to use one chatflow to route the conversation to a different team (e.g. Support/Sales), all the members of both teams need to be in one inbox, which can be messy. read more
Reply Idea Conversations
93 upvotes
40 Replies
WRowland9
Participant
January 13, 2024
another massive upvote - we had this in our old platform where you could "Choose a Department"
Solved
WRowland9 on January 13, 2024
Using Conversations Inbox for all Sales Form Submissions, Chats, Inbound Emails to Alias Groups
I am debating using HubSpot Conversations Inbox for all Website Sales related Form Submissions, Website Sales related Chats, Sales related Inbound Emails to various Sales alias / Google groups and / or Google shared inboxes "Channels" So anythin read more
Reply Discussion Best Practices Contacts Conversations CRM Enterprise Forms Sales Settings Workflows
1 upvote
3 Replies
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