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Rebekah Ladd

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YNew 1月 25日, 2022

Give end users the option to call, chat, or email from support bot (Just like Hubspot does!)

For hubspot's own support, I have the option to call, chat, or email. I want to give the same options to my company's users! Most important here is giving them the option to call.

返信アイデア Live Chat & Bots

16 いいね！

3 コメント

Beka

投稿者

2月 14日, 2024

We are setting up our hubspot chat and are looking for these features as well as a text option if you have the hubspot sms add on. Thanks!

解決済み

MSchmidt_Klimeo 9月 22日, 2023

create weekday based on create date

Hello, I want to create a weekday based on the create day. Can this be done by a workflow or any other solution? Thanks, Magnus

返信ディスカッション Professional

1 いいね！

4 コメント

Beka

投稿者

1月 16日, 2024

I am looking to do this same thing but in operations hub. Could you share the code? (I am actually trying to formate a date to be plus 7 weedays f...続きを読む

Beka 7月 12日, 2023

Ability to Set Calculation Fields that are Unknown as 0

Hi! We do a lot of expense calculations within hubspot using multiple equations. Currently creating calculations is very time consuming because we have a lot of the below scenario (which has been greatly simplified for this example). X+Y=Z 続きを読む

返信アイデア Properties

3 いいね！

0 コメント

Beka 1月 06日, 2023

Option to keep oldest field entry when merging contacts

Now that there is a new "Rules" section in contact properties, it would be great to have the ability to have a rule stating to keep the oldest field property when merging contacts. There are hubspot fields like original source and lifecycle st 続きを読む

返信アイデア Contacts & Companies

0 いいね！

0 コメント

Beka 1月 28日, 2020

Controlling and Arranging Fields in Report Drill Downs

Previously in reports on dashboards, when you drilled down to a table view you could control the order in which the fields appeared by rearranging them in the data section of the editor. Now, you are not able to control this feature and there ar 続きを読む

返信アイデア Marketing Reporting Sales Reporting

69 いいね！

19 コメント

Beka

投稿者

4月 15日, 2022

Hi all! Just wanted to share a work around that we are currently using for this. I clone the column or plot report so that all of the same filters ...続きを読む

ndwilliams3 2月 02日, 2017

Custom user profile properties

Like, contacts, deals and companies, it would be great if you could add custom user profile properties. There are times when you might want to include an owner token within an email, like a phone number, title or some other property that's outside t 続きを読む

返信アイデア Account Settings

105 いいね！

35 コメント

Beka

投稿者

3月 25日, 2020

This would be great! Currently I am just making the body of emails smart and based on contact owner list. It's an ok workaround, but time creating ...続きを読む

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