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DavidSPW
Participant | Partenaire solutions Elite
Participant | Partenaire solutions Elite
Membre depuis ‎avr. 9, 2019
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  • Solutions
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  • Réponses
    4
  • Mentions J'aime ajoutées
    21
  • Mentions J'aime obtenues
    3
  • Idées
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batkins le Novembre 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 Lire la suite
Répondre Idée Contacts & Companies
45 Mentions J'aime
16 Réponses
DavidSPW
Participant | Partenaire solutions Elite
Mars 27, 2024
Please do this.
Résolues
DavidSPW le Janvier 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?
Répondre Discussion Professional
0 Mention J'aime
5 Réponses
DavidSPW
Participant | Partenaire solutions Elite
Janvier 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 ...Lire la suite
Résolues
DavidSPW le Janvier 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?
Répondre Discussion Professional
0 Mention J'aime
5 Réponses
DavidSPW
Participant | Partenaire solutions Elite
Janvier 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 ...Lire la suite
Résolues
DavidSPW le Janvier 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?
Répondre Discussion Professional
0 Mention J'aime
5 Réponses
DavidSPW
Participant | Partenaire solutions Elite
Janvier 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 ...Lire la suite
YGawthorpe le Mars 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 Lire la suite
Répondre Idée Contacts & Companies Custom Objects
7 Mentions J'aime
4 Réponses
DavidSPW
Participant | Partenaire solutions Elite
Novembre 09, 2023
Absolutely needed. I want to control when object can be created based upon data on the current object.
robynjanepalmer le Janvier 21, 2021
"Business day" Option as delay times for workflows
It would be great to delay workflows by 'business days', or even within business hours. This is already an option for tasks eg: "3 business days" with a selectable alert/send time. It would really help authenticate plain text emails sent to clien Lire la suite
Répondre Idée Workflows
19 Mentions J'aime
1 Réponse
DavidSPW
Participant | Partenaire solutions Elite
Octobre 18, 2023
Do I need this bad. Given that the logic is already being applied for sequences, I would think it would not be hard to do for workflows.
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