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Sassika
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Member since ‎Aug 28, 2018
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  • Upvotes Given
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  • Upvotes Received
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Sassika Le. Lievre

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Sassika on September 08, 2022
Bulk associations (adding or removing)
Is there a way to do a bulk add/remove of associations between a contact and deals? At the moment it is very manual having to go into each deal individually and removing the contact association. Is there a way to do a bulk update for this instead? read more
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2 upvotes
3 Replies
Solved
Sassika on September 08, 2022
Reporting on a certain property in a form
Is there a way to report on a specific field that gets included in a form? Currently through lists we can report on who submits a form on a certain web page/landing page, but we need the ability to report on a specific field on a form. For example read more
Reply Discussion
0 upvote
1 Reply
Sassika on September 08, 2022
Confirm email address in forms
We need functionality that allows us to ask the client to enter theri email address twice in a form so we can compare to make sure it is correct. We are getting multiple new contacts created in HubSpot because a user has accidentally spelt their em read more
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0 upvote
1 Reply
tholmes on June 06, 2017
Birthday/Anniversary Date Picker Customization
Currently, when using a date field in Workflows or Lists, it is impossible to ignore the year for annually recurring events (such as a birthday or anniversary). This leads to problems when wanting a create a list of contacts with birthdays within th read more
Reply Idea Lists Workflows
79 upvotes
31 Replies
Sassika
Contributor
February 17, 2021
We would love this feature as well to be able to just record DD-MM. We sent out a birthday card to our clients each year on their birthday but unless...read more
khughes on April 03, 2017
monthly recurring emails
I send certain emails every month to the same group of people. I would love to have the ability within the workflows to be able to send emails every month instead of just annually. The example that I have is when I sent a request for newsletter inf read more
Reply Idea Marketing Emails
261 upvotes
89 Replies
Sassika
Contributor
October 02, 2020
We have a workflow where we want to send a thank you email out to clients on the first day of everymonth with a summary of their previous months perf...read more
Solved
Sassika on October 01, 2020
How to trigger actions in workflow on certain days of the month
Hi there, Im trying to set up a workflow that sends an email to our clients on the 1st of each month congratulating them for their performance in the previous month. Is there a way I can set up actions to be 'on the x day of the month'? At t read more
Reply Discussion Workflows
5 upvotes
2 Replies
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