Les grands esprits se rencontrent

We're a growing team at Humach (don't worry, we'll teach you how to pronounce our name on day one) and we're recruiting a storyteller who masquerades as a marketing coordinator.    If your 'sharp-as-tack' and want some fund, explore the full details on our website, www.humach.com or directly here at:  https://humach.com/careers/#op-563073-sales-and-marketing-coordinator-remote      ... Afficher plus

Hey Community, posting this to see if anybody else has run into this issue with datasync.   We use Outreach for all outbound motions. The tool is great, but the integration with Hubspot could use some work. Most notable in my opinion would be the ability to sync, both ways, picklist data, historical activity data, and email replies between outreach and HubSpot. For instance, Lead Status and Lifecycle stage is a great way to manage accounts and prospects in both systems, but without a two-way sync enabled, its impossible. You also can't see prospect's replies in Hubspot from email sequences sent from Outreach.    Does anybody have any workarounds?  ... Afficher plus

When a deal is closed/won, part of our playbook requires the seller to introduce the success manager. When creating a template, there is a personalization token for the associated "success manager" (hubspot user field), which is their full name, but it would be useful to be able to parse out just their first name for a more personable communication. Hubspot has this data of course, it's just not accessible via macros. ... Afficher plus

For the list of events at https://app.hubspot.com/events/{account-id}/manage , Hubspot should allow for browser default "open in new tab" behaviors: Center-click with mouse Command+click on Mac Right click and select "open in new tab" This may be related to a popular request, Allow Tasks to Be Opened in New Tabs. ... Afficher plus

we have 2 websites that both use the hubspot chat and we have the same CS team answering the incoming chats. but the two sites have different customers. right now our new-ish CS people are forgetting to check which site the chat is coming in from, and they end up asking the wrong series of questions when people chat from the 2nd website. it would be AMAZING if we could color code/skin the inbox so they could easiy see by color that the chat is coming from site 1 (inbox could be manually skinned in red) while chats froming in from site 2 would have the inbox skinned in a different color, like green.  it really would help our staff.  ... Afficher plus

I'd like to be able to take a list of 5,000 contacts, randomize it, and split it into five 1,000 contact lists.   ... Afficher plus

We need the ability to base the revenue on the start of billing date or have the functinality to filter and determine what date we will use for this report.  Currently using the deal close date gives us innacurate reporting as our revenue begins with the billing date. ... Afficher plus

Hi! I kept clicking submit an idea and it sent me to create post, so here goes nothing?... I really need to make sure that whomever is working with Stripe to be integrated into HubSpot know's I'm willing to work with them to make sure things get corrected because I can't edit anything. I can't change anything. This is an issue. I'd love for it to be able to link to our custom Object of 'Billing information' but it doesn't do that either. I'm at a loss and don't really know who to reach out to (I'm not a dev by any means, I can just see where it needs to be changed when I inspect it and it obviously doesn't save.)  So I'm really hoping someone sees this and is willing to work with me because a better integration will be fantastic.  ... Afficher plus

Scenario --- advertising agency has a variety of clients. I'd like to find a way to link the agency to those clients (keep in mind that clients can change agencies from time to time).   Idea A - Link client to agency as a "Child Account" Idea B - Add a contact to the client account for the ad agency (but specify key business info in the contact record)   Any other recommendations or best practices to consider? Thanks! ... Afficher plus