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DouglasW
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Member since ‎Apr 12, 2019
  • solutions
    1
  • Replies
    3
  • Upvotes Given
    16
  • Upvotes Received
    12
  • Ideas
    1

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Douglas Webster

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Solved
MSwartzentruber on April 29, 2022
Similarly to a setting tasks to repeat when manually creating a task, ( https://knowledge.hubspot.com/tasks/create-tasks#set-tasks-to-repeat-sales-hub-or-service-hub-starter-professional-and-enterprise-users-only ) we need to create a task with a wo read more
1 upvote
2 Replies
Participant
January 13, 2023
This does not seem to be possible now. The workflow editor recognizes that it creates a loop between two workflows and does not permit it.
Solved
mscafidi on March 08, 2018
HubSpot newb here. When creating an email template is there a built-in module or some other methodology to insert the send date of the email? "Example: Here's your Atlanta Magazine newsletter for March 8, 2018" Thanks!
5 upvotes
3 Replies
Participant
February 15, 2022
Upvote! This should be basic functionality.
Kait on July 10, 2019
I have started to follow a random selection of contacts/companies to track updates/lifecycle stages for a variety of reasons. There is currently nowhere to review a list of contacts that are being followed and no way to filter these contacts to an a read more
47 upvotes
12 Replies
Participant
August 13, 2021
I agree! The follow feature could be so good but it's barely useable right now. They need to separate deals I own from deals I follow - i don't need ...read more
DouglasW on May 14, 2021
HubSpot allows us to set "required properties" based on the pipeline stage. The value in this is that as a deal advances through the pipeline, more information will be known that would have been unknown at the time of deal creation. So it does not m read more
1 upvote
1 Reply
MFrankJohnson on January 17, 2020
In a nutshell, required deal STAGE properties work great when moving EXISTING deals through deal stages. However, these required deal STAGE properties are ignored at deal creation time. The separate functionality -- required deal C read more
107 upvotes
26 Replies
Participant
May 11, 2021
This is really messy. The required fields are very easily bypassed. Please fix this!
landers_210 on July 23, 2019
Why can't we send HTML emails as part of HubSpot's new form follow-up email tool? The plain text emails don't allow us to add CTAs, images, and other essential email elements. Until this is resolved, we will have to workflows to send our HTML au read more
138 upvotes
48 Replies
Participant
June 22, 2020
Agree! The only reason this isn't going to happen is because they want you to upgrade and get Workflows.
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