HubSpotMaster

Key Advisor | Platinum Partner

Member since

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solutions
33
Replies
155
Upvotes Given
220
Upvotes Received
221
Ideas
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Adam Sharrow

Have spent 10+ years helping businesses utilize software in their business process. I love working with teams to define a process and use software to automate and create efficiency. I love HubSpot and the ease of use it provides. Love to talk more about it

Activity

Mattia on July 22, 2020

Add personalization token in title of task created through sequence

When creating a task through an automated workflow, it is today possible to personalize the title of that task with tokens (e.g. contact's first and last name). That is extremely helpful, since many tasks might be created this way and without any p read more

Reply Idea Sequences

11 upvotes

3 Replies

CIPS

Participant

May 20, 2022

I agree with you, it looks like the same tools are not standardized across the system when they should for a better experience.

Solved

DMollard on March 07, 2022

WhatsApp Integration

Hi community! We are searching for a WhatsApp integration with Hubspot. We were taking a look at WhatsHub but it seems it only allows one computer/user to be concurrently connected to a phone device/number. What we would really need is to have only read more

Reply Discussion

0 upvote

3 Replies

kvonloesecke

Community Manager

April 27, 2022

Thanks for sharing your integration suggestions with @DMollard , @HubSpotMaster and @Mariangel ! Best, Kristen

vanessahunt on July 07, 2020

Controlling and dependent property attributes needed

In Salesforce CRM you're able to define 'controlling' and 'dependent' fields in order to manage the selection of values between two fields that are related to one another i.e. Region and Country. If I select the region 'EMEA', then I need the 'Count read more

Reply Idea Reports

54 upvotes

10 Replies

PSoto

Participant

May 26, 2022

Esto es muy necesario!!! Por favor!

Solved

Billsen on June 03, 2020

Can I create a variable URL as a link in automated emails?

Here's what I am trying to do, but I'm stumped. We are a small company with just a couple of sales reps. When someone fills out a form for a White Paper or a Case Study, I then want to have an email cadence commence. Is there a simple way to creat read more

Reply Discussion Template Design

0 upvote

3 Replies

HubSpotMaster

Key Advisor | Platinum Partner

January 12, 2022

@Billsen You probably aren't trying to solve this anymore however it can be done if you store the calendly url as a property on the contact specifi...read more

SamanthaA on September 04, 2020

Ability to exclude weekends or specific days from "time between" calculated properties

It would be excellent to have the ability to report on a "time between" calculated property that permits the exclusion of weekends or certain dates and times. For example, for the HubSpot default ticket property "Time to close," it would be ideal to read more

Reply Idea Contacts & Companies Dashboards & Reports Deals Tickets

106 upvotes

24 Replies

ElBr

Participant

February 16, 2022

I could really need to exclude the weekends from my reporting.

Solved

thenameisp on August 19, 2021

Churned Deals Best Practices

Would love some feedback on best practices for Churned Deals. I have spoken a little bit with my CSM about this but I think I would like some more in depth answers from the community. We are a SaaS company. Our deals involve self signup monthly read more

Reply Discussion CRM Deals

1 upvote

1 Reply

HubSpotMaster

Key Advisor | Platinum Partner

August 20, 2021

Are you selling B2B or B2C. You can track churn on the Company or Contact level Tracking on Company or Contact Customer Status - Active (WF...read more

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