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paulopes
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Member since ‎Jun 14, 2019
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  • solutions
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    2
  • Upvotes Given
    9
  • Upvotes Received
    13
  • Ideas
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Paulo Lopes

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Activity

stephentradify on July 26, 2017
Comparison of properties as enrollment condition on lists/workflows
Allow a new condition in lists/workflows that compares different properties. One example it can help with is to automatically find who is the primary contact for a company. You could do it in a workflow like this: IF Contact Email is equal to read more
Reply Idea Lists Workflows
392 upvotes
101 Replies
paulopes
Participant
January 04, 2022
I just came across the need for this feature as wanted to improve on some of HubSpot default automation. Naming I just want to add the company owner ...read more
Solved
Jon_Sasala on January 29, 2020
Shorter Delay Options for Sequences Steps - Multiple Steps on same day
We have a Sales Process that calls for multiple steps in one day. For example, a Follow Up Call followed immediately by Follow Up Email if there is no answer. It seems Sequences only allow us to space email steps out with a minimum of one day de read more
Reply Discussion
16 upvotes
8 Replies
paulopes
Participant
February 05, 2021
You found a workaround for tasks. However, I would need to have multiple steps in one day for emails as I would need to send a follow-up email in l...read more
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
727 upvotes
403 Replies
paulopes
Participant
October 29, 2020
Hello, We would like to use the beta version too. Best, Paulo
Solved
Chandler on December 12, 2017
Form customizations - adjusting submit button position
Hi – Wondering if anyone has had any luck positioning the submit button in a form inline with the rest of the colums. Inside of the form builder, you have the option to position fields to the side of each other, but not the submit button. I'm assum read more
Reply Discussion
1 upvote
8 Replies
paulopes
Participant
June 29, 2020
Actually, I'd like to do the same but just with the normal form (adding it to Wordpress) Apparently, HubSpot now has the possibility to change the wi...read more
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
727 upvotes
403 Replies
paulopes
Participant
October 29, 2020
Hello, We would like to use the beta version too. Best, Paulo
paulopes on June 14, 2019
Possibility to add properties (subcategories) under subscription type
I would like to add some "subcategories/focus areas/topics of interest" as an option for the customer to select which are linked to the main subscription type. In practice, the idea is to have customers select what interests them the most and read more
Reply Idea Marketing Emails
9 upvotes
2 Replies
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