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DavidSPW
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Apr 9, 2019
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  • Replies
    4
  • Upvotes Given
    21
  • Upvotes Received
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Solved
DavidSPW on July 01, 2024
Pipeline automation unenrollment
When did Hubspot change workflows created in pipeline automation from not automatically unenrolling deals from one stage workflow when the deal is moved to another stage?
Reply Discussion Sales
0 upvote
2 Replies
batkins on November 11, 2019
Pin Note on Import
I'd like to propose capability of adding a column to an import load file that indicates if a note should be pinned. I import notes with contacts & would like to be able to pin those notes within the system upon import (instead of manually for ea read more
Reply Idea Contacts & Companies
62 upvotes
20 Replies
DavidSPW
Participant | Elite Partner
March 27, 2024
Please do this.
Solved
DavidSPW on January 16, 2024
Create lead based on lifecycle stage not working
HubSpot is not adding the lead per this setting "Create lead based on lifecycle stage." I have tried several different ways to do this and nothing seems to work. I think it worked before but it doesn't appear to be working now. Any suggestions?
Reply Discussion Professional
0 upvote
5 Replies
DavidSPW
Participant | Elite Partner
January 17, 2024
I figured it out. I set the company stage but the lead automation only works with the contact stage. I was moving backwards so the contact stage was ...read more
Solved
DavidSPW on January 16, 2024
Create lead based on lifecycle stage not working
HubSpot is not adding the lead per this setting "Create lead based on lifecycle stage." I have tried several different ways to do this and nothing seems to work. I think it worked before but it doesn't appear to be working now. Any suggestions?
Reply Discussion Professional
0 upvote
5 Replies
DavidSPW
Participant | Elite Partner
January 17, 2024
I figured it out. I set the company stage but the lead automation only works with the contact stage. I was moving backwards so the contact stage was ...read more
Solved
DavidSPW on January 16, 2024
Create lead based on lifecycle stage not working
HubSpot is not adding the lead per this setting "Create lead based on lifecycle stage." I have tried several different ways to do this and nothing seems to work. I think it worked before but it doesn't appear to be working now. Any suggestions?
Reply Discussion Professional
0 upvote
5 Replies
DavidSPW
Participant | Elite Partner
January 17, 2024
I figured it out. I set the company stage but the lead automation only works with the contact stage. I was moving backwards so the contact stage was ...read more
YGawthorpe on March 30, 2023
Add Conditional logic for the overview and right side bar views
Hello, Currently when defining the views for a record within hubspot we have the option on the left hand side to set groups of properties being visible based on a condition being true. It would be good to replicate this functionality for the over read more
Reply Idea Contacts & Companies Custom Objects
17 upvotes
8 Replies
DavidSPW
Participant | Elite Partner
November 09, 2023
Absolutely needed. I want to control when object can be created based upon data on the current object.
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