HubLove

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Jennifer Hillman

Love digging in the weeds

Activity

lalexander on November 14, 2018

Option to automatically add a product to a deal with workflows

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

Reply Idea Deals Products & Quotes Workflows

677 upvotes

184 Replies

HubLove

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

Option to automatically add a product to a deal with workflows

Reply Idea Deals Products & Quotes Workflows

677 upvotes

184 Replies

HubLove

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

Custom Report Builder : The Ability to perform "Count IF"

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

Reply Idea Dashboards & Reports

10 upvotes

2 Replies

HubLove

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

Line Item-Based Workflows

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).

Reply Idea Deals Workflows

94 upvotes

14 Replies

HubLove

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

Create multiple contacts from one form submission

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

Reply Idea Forms

92 upvotes

21 Replies

HubLove

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

lalexander on November 14, 2018

Option to automatically add a product to a deal with workflows

Reply Idea Deals Products & Quotes Workflows

677 upvotes

184 Replies

HubLove

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

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