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teamgi
Participant | Diamond Partner
Member since ‎Mar 14, 2019
  • solutions
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  • Replies
    1
  • Upvotes Given
    40
  • Upvotes Received
    74
  • Ideas
    3

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Sharlene Reimer

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taasted on July 02, 2020
Currently, you can't create a workflow that contains cross-object properties (i.e., Deal, Contact, Company) like you can with Reports. As an example, some organizations transition accounts from Sales to Account Managers post-sale. Therefore, the sal read more
22 upvotes
7 Replies
Member
March 22, 2022
I would love the ability to set workflows based on Cross Object functions (Deals + Contacts) vs. having to first build a new Deal Property, then set ...read more
teamgi on October 27, 2021
While HubSpot has a few notices to notify if your account is getting close to the marketing contact limit, there is nothing in place to prevent the increase. For example, if a workflow is created that increases the number of marketing contacts read more
Member
May 29, 2022
Also auto enrolment - ie a new contact comes into Hubspot from a form and is enrolled in a workflow and created as a marketing contact. Need to be a...read more
MichiEck on May 30, 2018
We use several target groups for different ages (for example 18-25, 30plus, 50plus) therefore we require a solid way how to categorize the age of a contact. Furthermore, this would allow to send Birthday-Mails or to set task for a call. Date read more
75 upvotes
31 Replies
Member
June 07, 2022
@teamgi That worked awesome TY
Jems212 on January 20, 2017
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
304 upvotes
93 Replies
Contributor
June 30, 2022
We have only just discovered that the importing functionality has been not working the way we thought, with regards to properties that are multiple ...read more
bellawu on April 06, 2017
Receive a notification for whenever one of my workflows encounters an error. This would avoid missing leads in real time due to undetected errors. http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/15774616-workflow-error-not read more
236 upvotes
71 Replies
Member
May 10, 2022
+1 Another feature that seems like a no-brainer which should be already possible. Missing a bunch of errors as I have to manually go in and check ea...read more
Rianne on March 08, 2019
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
716 upvotes
402 Replies
HubSpot Product Team
April 05, 2022
Hi All The MicroSoft Teams integration from HubSpot is live and available to all users in our HubSpot Marketplace - here is the direct link : ...read more
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