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holodan
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Member since ‎Apr 24, 2019
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  • Upvotes Given
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  • Upvotes Received
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Activity

holodan on July 22, 2024
Automatically Sync a Hubspot & Jira Ticket
Hi there, we use the HS <> Jira integration for our customer support. In case there is a ticket (Hubspot) that needs to be resolved by the software team, this ticket gets classified with the property Tier = "T3" which is enrolling the tick read more
Reply Discussion Workflows
1 upvote
1 Reply
holodan on April 25, 2024
Bulk edit objects "in-table"
To bulk edit a lot of data, you currently have to select the contacts (or any other object), click on "Edit", choose the property to change and apply the changes. For our SDRs it's quite an effort they have to do per contact. # of clicks: Se read more
Reply Idea Contacts & Companies Properties
0 upvote
0 Reply
emhall810 on January 20, 2021
Required fields based on Lifecycle Stage or Lead Status
Similar to how Hubspot allows you to create required fields for when a deal moves along a pipeline, I want to create required fields when a contact changes Lifecycle Stages from a Lead to an MQL, SQL, Opportunity, etc. Also, if a contacts Lead S read more
Reply Idea Contacts & Companies
58 upvotes
22 Replies
holodan
Participant
April 25, 2024
Echo this idea! It's really a blocker for us that Lifecycle Stage cannot be used within conditional logic. I work around with a secondary property (L...read more
Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
568 upvotes
161 Replies
holodan
Participant
November 23, 2023
Echo this idea. We use custom objects to manage our systems sold to customers. Here it would be awesome to generate a kind of an activity log for the...read more
katie_cort on January 20, 2021
Enable editing for Custom Objects on mobile app
The problem right now is that on the mobile app, custom objects are read only, and cannot be edited. Additionally, contacts cannot be associated with custom objects from the mobile app. For a business where the custom object may be properties, or r read more
Reply Idea Custom Objects
85 upvotes
25 Replies
holodan
Participant
November 03, 2023
Today we had an incident that was blocked by not being able to associate a Custom Object with a Ticket due to not being able to associate those via I...read more
holodan on October 18, 2023
Object based forms
Hi, I am trying to create an association within a form between Tickets and another custom object. For example I want to connect a "Live System" (custom object) to a ticket generated through a form whenever this specific form is filled (customer spe read more
Reply Idea Custom Objects Forms
0 upvote
0 Reply
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