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JeremyHong
Contributor | Diamond Partner
Member since ‎Apr 29, 2019
  • solutions
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  • Replies
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  • Upvotes Given
    54
  • Upvotes Received
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GShelia12 on November 28, 2022
Hi HS community, I've been trying to set up workflows based on Sales Document Activity - but I believe it's not possible. To give an easy example - I want to trigger a workflow once contact views a Sales Document I've sent them. I've been tryin read more
0 upvote
3 Replies
Contributor | Diamond Partner
November 28, 2022
Thanks @PamCotton @GShelia12 Yeah, unfortunately this is not possible. Totally agree it's a huge miss on HubSpot's part, and it doesn't ma...read more
AH3420 on February 22, 2022
We only have three refund reasons now, but there are many situations in our real life. I think the custom refund reasons feature will be beneficial and valuable for all of us.
Contributor | Diamond Partner
October 27, 2022
Yeah, this is needed by many. The payments feature seems pretty half baked at the moment.
slvale2 on May 21, 2021
Currently, the integration only pulls in data from internal values not labels. For HubSpot default properties, like Deal Stage, internal names cannot be changes. This causes a string of numbers to show in the sheet instead of the property label name read more
24 upvotes
5 Replies
Contributor | Diamond Partner
September 09, 2022
+1 for this. I understand the need to use ID's on the backend, but it would be great if we could simply select what we want the output (interna...read more
Solved
JLepsky on April 25, 2022
Hi everyone, We want to use the CRM API to automatically import contacts from our platform to Hubspot to add them to email lists. Therefore we set every imported contact to 'Marketing Contact Status = True' (only contacts with Marketing consent read more
0 upvote
5 Replies
Contributor | Diamond Partner
April 27, 2022
Hi @JLepsky Marketing Contact Status does not have any impact on a contact's email subscriptions, and vice versa. I confirmed this by filter...read more
Jems212 on April 04, 2017
There's no where to see what workflows a form is part of. I can see Landing page but the form may be on numerous pages. If we just want to check what the follow up progress is after a certain form ois complete we have to try remember the name read more
115 upvotes
38 Replies
Contributor | Diamond Partner
May 26, 2021
@jtremblay I just encountered this issue with a client. Here is the workaround I used, which requires that there be at least one form submission on...read more
AEL on March 31, 2017
I want to start a new Workflow with a List, add a delay of 30 days, then send an internal email, then delay again for 30 more days. I want it to repeat over and over again as long as a Contact remains on that List. We'd like to use it to remind sta read more
76 upvotes
32 Replies
Contributor | Diamond Partner
February 24, 2021
@NJenkinsLC It's been a while, but I'd imagine the scenario you described in your other comment, " Send email #1, if reply, create a deal, if unope...read more
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