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jlyman
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Mitglied seit ‎Mai 10, 2019
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k8isgreat on Juni 28, 2017
Automatically associate contact/company records with Deals
I was under the impression that when a Deal is attached to a Company, the contacts would automatically be pulled into the "Contacts" box. I would love the contacts to automatically be added when a company is attached to a deal so that 1. It Beitrag ansehen
Antworten Idee Contacts & Companies Deals
347 Likes
98 Antworten
jlyman
Teilnehmer/-in
März 06, 2020
Do what you do best HubSpot... automate that $h!t 🙂
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Deirdre on November 16, 2016
Hubspot Calendar
I am a member of a three-person marketing team. We would like to start using the Hubspot calendar for planning purposes. Once each of us enters our tasks in the calendar, is there a way to filter based on our names (as well as tasks)? For example, p Beitrag ansehen
Antworten Diskussion Calendar Campaigns Projects Social
15 Likes
10 Antworten
jlyman
Teilnehmer/-in
Februar 24, 2020
Hi Deirdre, I just had an idea... if you named a campaign for each team member, then you could filter out all the tasks under that campaign.
MichaelC on Februar 01, 2019
Creating contacts and/or companies in workflows
Today it is possible to create a deal from a contact or a company workflow. But it is not possible to create a contact or a company from a deal workflow. Trying to automate as much as possible of our sales processes this sometimes accours to be an i Beitrag ansehen
Antworten Idee Workflows
66 Likes
23 Antworten
jlyman
Teilnehmer/-in
November 11, 2019
I need this too!! I have a few workflows that copy a contact property over to a company property, but I've just discovered that if there is no comp...Beitrag ansehen
brent1 on Januar 04, 2018
Need to bulk associate Activities with a Deal
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy Beitrag ansehen
Antworten Idee
135 Likes
40 Antworten
jlyman
Teilnehmer/-in
Oktober 29, 2019
We also have the auto deal creation through workflows or uploads and therefore associations are lost as those deals are created. This truly **bleep*...Beitrag ansehen
rossfruin on April 21, 2017
Include Conversion Rates in the Deal Stage Report Like In The Funnel Report...
It would be nice to see conversion rate data (like you can in the Funnel Reports) of all deal stages even when a deal skips a stage. Almost every sales organization I've been a part of has deals that will go from stage 1 to stage 3 or later, Beitrag ansehen
Antworten Idee Sales Reporting
172 Likes
46 Antworten
jlyman
Teilnehmer/-in
Juni 03, 2019
I've voted everywhere I can see for this topic. It seems like a lost opportunity to omit conversion rates for deals hitting " any" stage.
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Jefe on April 04, 2018
How can I automate enrolling a contact into a sequence? Zapier, Automate.io
How can I automate enrolling a contact into a sequence? I would like to automate enrolling a contact into a sequence. Could this be done with Zapier or Automate.io? i.e. Using an email or Google Sheets row as a trigger to enroll the Hubspot Beitrag ansehen
Antworten Diskussion
3 Likes
24 Antworten
jlyman
Teilnehmer/-in
Mai 10, 2019
I have a similar request, with the idea of keeping the 1:1 connection, but just automating tasks. Instead of manually enrolling a lead in a sequence...Beitrag ansehen
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