MherfelPCN

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solutions
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Replies
11
Upvotes Given
83
Upvotes Received
42
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Megan Herfel

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Activity

abbyghattas on December 31, 2019

Automate Workflow From Playbook Submission

I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more

Reply Idea Workflows

175 upvotes

39 Replies

MherfelPCN

Contributor

April 18, 2023

This would be very helpful. We are looking at using a playbook for an internal purpose. Ideally it would send the answers to our marketing team for r...read more

Jacob02 on April 01, 2021

Forms in Custom Report Builder

Hi there, As a HubSpot user, I would like to analyse forms and their submission in the custom report builder . This was already possible in beta, but was unfortunately removed again upon release. Unfortunately, @JoeMayall 's solution to thi read more

Reply Idea Analytics Tools Dashboards & Reports Forms Marketing Reporting

374 upvotes

91 Replies

MherfelPCN

Contributor

April 07, 2023

This feature would be a great add. To add to the list above, I would love to be able to see how many new leads each form brings in vs exsiting custom...read more

OLS-JPang on January 18, 2021

Automatically associate sequence activities to a ticket

I 100% would love to be able to have sequence emails and tasks (which are sent/created from contacts not tickets), automatically associated to the existing ticket instead of manually associating everything to the ticket. Currently, every time read more

Reply Idea Sequences

27 upvotes

11 Replies

MherfelPCN

Contributor

April 06, 2023

Agreed! This adds so many extra steps and waiting to have to manually go to the contact card to associate that.

MherfelPCN on March 22, 2023

Customer Journey reporting limitations

I would love it if this new Customer Journey report allowed more properties to be pulled in. It would be nice to track the full journey from introduction to customer. When we add leads from a tradeshow I want to be able to follow the flow from the i read more

Reply Idea Dashboards & Reports

1 upvote

1 Reply

KatieMarr on November 16, 2022

Customer Journey (Beta) reporting limitations

I am attempting to use the new (beta) journey report tool to track a specific campaign and am hitting some roadblocks, so want to convey my feedback to the dev team here. This is what I want to do and what the tool is limiting me to: What read more

Reply Discussion Enterprise

3 upvotes

4 Replies

MherfelPCN

Contributor

March 21, 2023

I would also love more detail on this report. It would be great if we can include the Campaign versus just the Campaign ID. Our goal is to track new ...read more

TGrabert on December 18, 2020

Playbooks need be accessible on mobile app

We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me. If I'm mobile and want to send something from playbook like an agreement after a call to customer, I have to go outside the HubSpot to email read more

Reply Idea Mobile Applications Playbooks

110 upvotes

44 Replies

MherfelPCN

Contributor

March 01, 2023

We are headed to an event that doesn't have a lead retrival. I was hopeful that playbooks was available on the phone app so I could use that instead ...read more

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