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DFinger
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Member since ‎Jun 6, 2024
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  • Replies
    1
  • Upvotes Given
    24
  • Upvotes Received
    21
  • Ideas
    4

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David Finger

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Activity

DFinger
Participant
February 10, 2026
Reply to Activity Based Workflows
Workflows should be able to trigger from ALL activity types. Currently you can create workfows from calls created or tasks created, but not from...read more
DFinger
Participant
February 04, 2026
Reply to Invoice Association with Services/Projects
Our company (PICKLETILE™ LLC) designs and installs pickleball/tennis courts, so we manage work as projects that often have multiple phases a...read more
DFinger
Participant
January 25, 2026
Reply to Process Guides: Conditional Sections as a Replacement for Playbooks
Bring them back! Or at least enhance playbooks! At a bare min, playbooks should be at least as flexible as forms. You should be able to create a pl...read more
DFinger on November 10, 2025
Lead Activity AUTO Association
Calls made on contacts cannot be automatically assoicated to open leads, but can be auto-assocaited to companies and deals. This is a huge miss of the lead feature on Hubspot. You cannot track how many calls have been made on open leads or time read more
Reply Discussion Enterprise
0 upvote
1 Reply
DFinger on June 11, 2025
Converting Leads to Deals | Field Mapping
Hubspot needs to copy salesforce here. When you qualify a lead and create a deal, currently you have to manually re-enter all the relevant information. You might say use a workflow, but that doesn't work because IF you have the fields require read more
Reply Idea Deals
2 upvotes
1 Reply
DFinger
Participant
February 14, 2025
Reply to Quotes without line item pricing
This is a nice work-around BUT we run into the same issue with INVOICING ...not sure ther is a work around here.
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