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jonplaca
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Membre depuis ‎août 17, 2018
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  • Solutions
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  • Réponses
    2
  • Mentions J'aime ajoutées
    11
  • Mentions J'aime obtenues
    22
  • Idées
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Jonathan Placa

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Activité

hayesnelson le Juin 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Lire la suite
Répondre Idée Sequences Workflows
774 Mentions J'aime
262 Réponses
jonplaca
Participant
Juin 12, 2019
Given that Hubspot started off as a Marketing platform, I find this highly surprising that this feature isn't currently available. Added my +1 to se...Lire la suite
StuStokes le Juillet 16, 2018
List of quotes
Would be good if we could see a list of quotes so that action can be taken against them.
Répondre Idée Products & Quotes
30 Mentions J'aime
12 Réponses
jonplaca
Participant
Mai 30, 2019
Also interested to see how many open, active quotes are currently deployed in the real-world (and the summation of total $ value) vs. how many quotes...Lire la suite
taylorfriss le Juin 21, 2017
Custom Property Views Based on Team Membership
I noticed HubSpot recently introduced Teams. It would be really nice if you could create different default property views based on team membership. For example when Team A visits a contact profile, they might only need to see HubSpot Owner and Lire la suite
Répondre Idée Account Settings
139 Mentions J'aime
46 Réponses
jonplaca
Participant
Mars 15, 2019
Idea: Members assigned to specific teams within hubspot have different Default Properties (on Contacts, Companies, and Deals). Use-case: Sa...Lire la suite
roarkjanis le Avril 08, 2017
Select which Deal to log an email to when a contact is associated with multiple Deals
Need an option to limit the email logging to a specific deal associated to a contact rather than all deals. When you have an account where you do multiple deals every email associate to the domain goes into every single deal. Another aspect of Lire la suite
Répondre Idée Deals Sales Email Extensions & Add-Ins
182 Mentions J'aime
84 Réponses
jonplaca
Participant
Février 14, 2019
@bsn It would be great to have each deal have a unique email address that I could BCC which, in turn, automatically appends the delivered email t...Lire la suite
PetarBoyanov le Mai 23, 2017
Using More Than Domain Name When Connecting Companies and Contacts! Must Have Feature!
Hi Hubspot user and developers, 1. BRIEF: Our company experienced very major problem using data base with many companies (5000 +). Most of them are small, without websites, therefore without contact domains (the contacts have personal emai Lire la suite
Répondre Idée Contacts & Companies
31 Mentions J'aime
26 Réponses
jonplaca
Participant
Octobre 17, 2018
@jloafs See my comment from 9/13/2018 to access the form
PetarBoyanov le Mai 23, 2017
Using More Than Domain Name When Connecting Companies and Contacts! Must Have Feature!
Hi Hubspot user and developers, 1. BRIEF: Our company experienced very major problem using data base with many companies (5000 +). Most of them are small, without websites, therefore without contact domains (the contacts have personal emai Lire la suite
Répondre Idée Contacts & Companies
31 Mentions J'aime
26 Réponses
jonplaca
Participant
Octobre 17, 2018
@jloafs See my comment from 9/13/2018 to access the form
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