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HubLove
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Member since ‎May 16, 2019
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Jennifer Hillman

Love digging in the weeds

Activity

lalexander on November 14, 2018
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
565 upvotes
163 Replies
Participant
February 02, 2022
Hi TPapaen! You can automatically assign an amount to any new deal created by using the Create New Record (Deal) function and then Set Deal Property....read more
lalexander on November 14, 2018
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou read more
565 upvotes
163 Replies
Participant
February 02, 2022
Hi TPapaen! You can automatically assign an amount to any new deal created by using the Create New Record (Deal) function and then Set Deal Property....read more
DwiP on November 12, 2021
Currently we aren't able to filter out certain value when we are creating custom report builder to deal with multiple data sets where there are relationship of one to many (For example Object A can be associated with multiple Objects B) For ex read more
10 upvotes
2 Replies
Participant
November 12, 2021
This would be an instrumental reporting function that would allow us to ensure each active deal has the appropriate contacts with buyer's roles assoc...read more
pbmartin on September 02, 2021
Please add Line Items as a Workflow base so I can trigger actions when a Line Item Term is updated (and then update the parent Deal's Recurring Revenue Amount with the value from Monthly Recurring Revenue amount).
29 upvotes
8 Replies
Participant
November 10, 2021
Yes, being able to copy line items from our Sales Pipeline to our Current Live pipeline would allow us to use this function.
hjohnston on April 17, 2020
When onboarding new clients, our company uses a HubSpot form to collect things like company name, company brand guidelines, ideal meeting times, and other items to help us set up our marketing engagement. We would like to include a field for the read more
55 upvotes
14 Replies
Participant
October 11, 2021
Hi Lankester, Yes, On my form submission I created a second set of contact properties that you can see here below. I then created a workflow th...read more
ThatChristinaG on August 19, 2021
Welcome! We are so excited to welcome you to HubFans! This group is to help you connect with other advocates, learn from each other, and discover opportunities to highlight your knowledge of HubSpot. In this group, feel free to share yo read more
46 upvotes
284 Replies
Participant
September 22, 2021
HI HubFans! I'm Jennifer Hillman from Buffalo, New York. I've been a HubSpot user since 2016 and have attended 7 Inbound conferences. I'm thrilled ...read more
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