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jonplaca
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Membro desde ‎ago 17, 2018
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Jonathan Placa

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hayesnelson on Junho 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' Leia mais
Responder Idéia Sequences Workflows
774 avaliações positivas
262 Respostas
jonplaca
Participante
Junho 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...Leia mais
StuStokes on Julho 16, 2018
List of quotes
Would be good if we could see a list of quotes so that action can be taken against them.
Responder Idéia Products & Quotes
30 avaliações positivas
12 Respostas
jonplaca
Participante
Maio 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...Leia mais
taylorfriss on Junho 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 Leia mais
Responder Idéia Account Settings
139 avaliações positivas
46 Respostas
jonplaca
Participante
Março 15, 2019
Idea: Members assigned to specific teams within hubspot have different Default Properties (on Contacts, Companies, and Deals). Use-case: Sa...Leia mais
roarkjanis on Abril 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 Leia mais
Responder Idéia Deals Sales Email Extensions & Add-Ins
182 avaliações positivas
84 Respostas
jonplaca
Participante
Fevereiro 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...Leia mais
PetarBoyanov on Maio 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 Leia mais
Responder Idéia Contacts & Companies
31 avaliações positivas
26 Respostas
jonplaca
Participante
Outubro 17, 2018
@jloafs See my comment from 9/13/2018 to access the form
PetarBoyanov on Maio 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 Leia mais
Responder Idéia Contacts & Companies
31 avaliações positivas
26 Respostas
jonplaca
Participante
Outubro 17, 2018
@jloafs See my comment from 9/13/2018 to access the form
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