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Sassika Le. Lievre

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Sassika on September 08, 2022
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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Sassika on September 07, 2022
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
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Sassika on September 07, 2022
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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tholmes on June 06, 2017
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
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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 more
khughes on April 03, 2017
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
87 Replies
October 01, 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 more
Sassika on October 01, 2020
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
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