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HubLove
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Membre depuis ‎mai 16, 2019
  • Solutions
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  • Réponses
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  • Mentions J'aime ajoutées
    9
  • Mentions J'aime obtenues
    4
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Jennifer Hillman

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lalexander le Novembre 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 Lire la suite
677 Mentions J'aime
184 Réponses
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
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
677 Mentions J'aime
184 Réponses
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
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
10 Mentions J'aime
2 Réponses
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
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).
94 Mentions J'aime
14 Réponses
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
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
92 Mentions J'aime
21 Réponses
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
lalexander le Novembre 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 Lire la suite
677 Mentions J'aime
184 Réponses
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
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