paulopes

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Paulo Lopes

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stephentradify on Julho 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 Leia mais

Responder Idéia Lists Workflows

392 avaliações positivas

101 Respostas

paulopes

Participante

Janeiro 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 ...Leia mais

Solucionado

Jon_Sasala on Janeiro 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 Leia mais

Responder Discussão

16 avaliações positivas

8 Respostas

paulopes

Participante

Fevereiro 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...Leia mais

Rianne on Março 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 Leia mais

Responder Idéia Meetings

727 avaliações positivas

403 Respostas

paulopes

Participante

Outubro 29, 2020

Hello, We would like to use the beta version too. Best, Paulo

Solucionado

Chandler on Dezembro 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 Leia mais

Responder Discussão

1 avaliações positivas

8 Respostas

paulopes

Participante

Junho 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...Leia mais

Rianne on Março 08, 2019

Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM

Responder Idéia Meetings

727 avaliações positivas

403 Respostas

paulopes

Participante

Outubro 29, 2020

Hello, We would like to use the beta version too. Best, Paulo

paulopes on Junho 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 Leia mais

Responder Idéia Marketing Emails

9 avaliações positivas

2 Respostas

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