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JeremyHong
Contributor | Diamond Partner
Contributor | Diamond Partner
Member since ‎Apr 29, 2019
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  • solutions
    5
  • Replies
    18
  • Upvotes Given
    54
  • Upvotes Received
    124
  • Ideas
    1

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Activity

Solved
GShelia12 on November 28, 2022
Sales Document Activity as contact enrollment trigger for workflow
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
Reply Discussion Professional
0 upvote
3 Replies
JeremyHong
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
Custom Refund Reasons
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.
Reply Idea Custom Objects Products and Quotes
3 upvotes
2 Replies
JeremyHong
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
Google sheets integration
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
Reply Idea Integrations
24 upvotes
5 Replies
JeremyHong
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
Handling Marketing Contact Status and Opt-Outs when importing contacts
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
Reply Discussion Contacts
0 upvote
5 Replies
JeremyHong
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
List which workflows forms belong to
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
Reply Idea Forms Workflows
115 upvotes
38 Replies
JeremyHong
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
Workflows with a repeating action
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
Reply Idea Workflows
76 upvotes
32 Replies
JeremyHong
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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