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jrwthetreegroup
Participant | Partner
Participant | Partner
Member since ‎Nov 17, 2016
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  • Replies
    2
  • Upvotes Given
    11
  • Upvotes Received
    170
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jstahl on November 07, 2017
CRM Deal Import - automatically associate products
Products is new - but data entry for products takes a lot of time - especially when we have excel lists of partners who purchased X products during Y month. With the products feature, the CRM will now automatically calculate the value of the product read more
Reply Idea Deals Products & Quotes
85 upvotes
23 Replies
ethankopit
HubSpot Product Team
April 06, 2022
Hey team - we delivered this feature earlier this quarter, assuming you're looking for deal <> line item import. You can read more here: https...read more
JeanJones on September 21, 2017
Google My Business posting
Google My Business is a great tool for localized businesses to engage with customers, and people who leave reviews. It would be great to see whether we can integrate this similarly to how we integrated Google Plus (and since they are phasing this o read more
Reply Idea Social Media
139 upvotes
51 Replies
REcclestone
Member
April 11, 2022
This would be fantastic to have especially with all of the work the we do on both Hubspot and Google - being able to integrate the two would be AMAZI...read more
Solved
asgJim on April 14, 2017
Set contact owner with hidden field on form?
We're running into an issue with trying to use workflows to set contact owner. The problem is, our contacts are syncing to salesforce BEFORE the workflows run. The workflows set the contact owner in hubspot. So, the contact is being created in sa read more
Reply Discussion
1 upvote
9 Replies
Brennon
Contributor
January 21, 2021
I need to pull in 'contact owner' to a form, but I would like to be able to select which 'contact owners' show up from the drop down. Right now my wo...read more
jrwthetreegroup on November 29, 2018
Required deal stages (so deals show in deal stage funnel report)
It would be good to be able to set required deal stages for a pipeline. For example; a pipeline for 'New business' (prosects that are not yet customers), it would be good to force the sales team to add a deal at the first stage then have to progress read more
Reply Idea Deals Sales Reporting
157 upvotes
62 Replies
LEliasdeSouza
Member
June 23, 2022
Great idea!
stinhambo on August 01, 2018
Switch to bot when no agents available or outside office hours
I'm playing with the qualification bot that comes with Marketing Starter and there are a couple of things missing that I think should be offered before it's useful - Switching between Messages and Bot depending on business hours/away status o read more
Reply Idea Conversations
95 upvotes
31 Replies
kaburke
HubSpot Employee
July 15, 2020
There seems to be a lot of confusion on this thread so I want to clarify a few things. This is a very helpful article to read. It is not ...read more
srichter on September 19, 2017
Add and Remove Modules in Email Builder
As a previous Eloqua user (not saying I liked Eloqua by any means) I used to have the ability to add or remove modules from an email when building in the email creator. I find it a little annoying that I have to build a template if I need to swap or read more
Reply Idea Marketing Emails
64 upvotes
33 Replies
ShaneJ
HubSpot Product Team
May 12, 2020
Hi @srichter and the rest of the contributors here, Thank you for your comments and insights. I am setting this to delivered as we now have the...read more
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