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sgagliano
Participant | Gold Partner
Member since ‎Apr 11, 2019
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  • Replies
    3
  • Upvotes Given
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  • Upvotes Received
    122
  • Ideas
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Stephen Gagliano

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Activity

ESconnor on May 01, 2017
Our online platform will be feeding data back to the Hubspot CRM via the API to populate certain custom fields. It would be ideal if we could mark these fields as 'read-only' so that they cannot be modified using the Hubspot UI. Another possi read more
65 upvotes
9 Replies
Participant | Gold Partner
January 30, 2020
YES!!!! Based on roles/permissions.
sgagliano on January 22, 2020
It would be valuable to be able to create proprties that are lookup values of records from other entities. As an example, On "Companies" I would like to be able to lookup a "Contact" where I could have the contact be a property on the company. The read more
114 upvotes
46 Replies
SteveJenns on March 06, 2017
I would like to set up field dependencies for Contact Properties, to ensure that my Sales/Marketing team are updating contact details correctly. For example, I would only want certain fields to be editable against a contact record if anoth read more
910 upvotes
251 Replies
Participant | Gold Partner
January 22, 2020
YES!
stevenplapp on December 18, 2017
For any business generating sales from referrals, it is important to track who your referral sources are, by linking them to deals that they referred. Currently, there is no way to effectively link "referral sources" to deals. The current me read more
60 upvotes
24 Replies
Participant | Gold Partner
April 26, 2019
YES! i submitted the same request. It's a gap for Hubspot to fill, rather than force users to create clunky workarounds.
Solved
sgagliano on April 11, 2019
How can I relate one contact to another contact that referred it? Use case: If Jill referred me to Jack, I wanted to add a property "Referred by" that would lookup other contacts, and enter Jill as that value on Jack's contact record. I want read more
Participant | Gold Partner
April 19, 2019
I was thinking the results of a query for contacts where referral partner is known, including the contact name field and the referral partner field, ...read more
Solved
sgagliano on April 11, 2019
How can I relate one contact to another contact that referred it? Use case: If Jill referred me to Jack, I wanted to add a property "Referred by" that would lookup other contacts, and enter Jill as that value on Jack's contact record. I want read more
Participant | Gold Partner
April 19, 2019
I was thinking the results of a query for contacts where referral partner is known, including the contact name field and the referral partner field, ...read more
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