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Rthibodeaux
Participant | Platinum Partner
Member since ‎Oct 10, 2018
  • solutions
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  • Replies
    4
  • Upvotes Given
    4
  • Upvotes Received
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  • Ideas
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Activity

Solved
RSzmit on June 28, 2023
Is there a way to auto populate Name and Surname fields from stadarised email format like joe.doe@company.com? So far hubspot takes full email as the contact name which then needs to be manually comrrected.
0 upvote
5 Replies
Participant | Platinum Partner
June 28, 2023
You can use third-party apps, namely Insycle, to do this. Works beautifully. https://www.insycle.com/hubspot/cleanse/
Solved
JAndersson on March 09, 2022
We are looking for an option to set an recurring task, when setting up a workflow to create a task. In our automated workflow, one of the tasks needs to be recurring - so we wish for the checkbox and the alternative, setting how often we wish to rep read more
4 upvotes
9 Replies
Participant | Platinum Partner
March 03, 2023
Creating repeating tasks is not possible via HubSpot Workflows, however, here's a workaround using Schedule by Zapier . HubSpot Requirements ...read more
kthng on October 26, 2020
Posting on behalf of a customer! The current custom object tool does not allow for us to filter/create a list of custom objects based on the company associated as well as based on the properties of a custom object. It will be great if we c read more
223 upvotes
64 Replies
Participant | Platinum Partner
August 12, 2022
HubSpot Dev...to summarize, this is a MUST HAVE for a multitude of reasons outline over the last 2 years in this thread. To simplify, we need...read more
mmaddux on September 14, 2018
We are automatically creating tickets based on contact data associated with a deal. Ideally, we would be able to associate the deal with the ticket we created via a workflow through this automation.
69 upvotes
20 Replies
Participant | Platinum Partner
May 24, 2022
Live solution implemented for client: Key Requirements to this solution: Create a CONTACT and TICKET property that contains the DEA...read more
HubSpotMaster on January 28, 2019
Please implement a copying function for workflows that's similar to transferring templates from one portal to another. It would save HubSpot partners a lot of time if we could copy workflows we've built from one client portal to another. Currently, read more
68 upvotes
21 Replies
Participant | Platinum Partner
March 22, 2022
YES PLEASE!!!
mrcruz on June 07, 2017
Sometimes you have an offer for known customers that would require they utilize a unique coupon code. Though this is possible through some of our integration partners, you can accomplish this in our native system, with just a few steps. Require read more
Participant | Platinum Partner
September 22, 2021
Occum's Razor: The simplest explanation is usually the right one... Existing Contacts in HubSpot by definition have a HubSpot "Contact ID". The...read more
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