Participant | Elite Partner
Member since ‎Aug 30, 2018
  • solutions
  • Replies
  • Upvotes Given
  • Upvotes Received
  • Ideas


Please sign in to the Community or get HubSpot free to view user profiles


    Friends list is empty

Stephanie Tran

This user hasn't created a bio yet. Edit your own profile here!


dougroberts on October 26, 2020
Hi All, I'm trying to create a workflow when a particular Activity occurs, but struggling to get the right enrollment trigger. Workflow Goal: As a Customer Service team I would like a Ticket to be automatically created when a customer leav read more
Participant | Elite Partner
October 30, 2020
We have the exact same use case! We would like to have a ticket created every time an Aircall activity gets logged on the contact record.
dhills on July 10, 2020
How does your organization track deals that renew year to year or a deal that comes about specifically from another deal? A little bit of background, I work for an EdTech company and currently we create separate deals each year for our schools. read more
0 upvote
6 Replies
Participant | Elite Partner
July 13, 2020
What I would recommend in this scenario is to create a pipeline called "Renewals" and have renewal deals live there. As for cloning deals, more
virginiam on November 07, 2017
I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals. I know that hubspot has the read more
Participant | Elite Partner
October 21, 2019
Omg please make this happen
ds_cv on February 05, 2019
I've set up a workflow that creates a deal in our sales pipeline when the lead status of a contact is changed. The problem is that the timeline activity/emails from the contact or others from the company is not synced automatically with the deal in read more
Participant | Elite Partner
April 10, 2019
YES I AGREE! I currently have a contact workflow set up to automatically create a deal based on a contact record, but we also need this more
Babel_Gem on June 21, 2017
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Participant | Elite Partner
August 30, 2018
This is an issue that literally dozens of my clients have run into. Please create this function!
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.


Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge

    A spot for HubSpot fans to connect and grow.