HubLove

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Jennifer Hillman

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lalexander le Novembre 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 Lire la suite

Répondre Idée Deals Products & Quotes Workflows

650 Mentions J'aime

180 Réponses

HubLove

Participant

Février 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....Lire la suite

lalexander le Novembre 14, 2018

Option to automatically add a product to a deal with workflows

Répondre Idée Deals Products & Quotes Workflows

650 Mentions J'aime

180 Réponses

HubLove

Participant

Février 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....Lire la suite

DwiP le Novembre 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 Lire la suite

Répondre Idée Dashboards & Reports

10 Mentions J'aime

2 Réponses

HubLove

Participant

Novembre 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...Lire la suite

pbmartin le Septembre 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).

Répondre Idée Deals Workflows

80 Mentions J'aime

13 Réponses

HubLove

Participant

Novembre 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 le Avril 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 Lire la suite

Répondre Idée Forms

80 Mentions J'aime

17 Réponses

HubLove

Participant

Octobre 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...Lire la suite

ThatChristinaG le Août 19, 2021

Welcome to HubFans! (Introduce yourself here)

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 Lire la suite

Répondre Discussion

59 Mentions J'aime

441 Réponses

HubLove

Participant

Septembre 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 ...Lire la suite

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