Grandes mentes pensam igual

STayler6 · ‎jul 13, 2023

I am reviewing all our contacts and wondered how I can see what list they are assigned to. I can see each individual contact and the list they are assigned to per contact view, but when I export all contacts, the list type column isn't visible and I feel this is very important to esnure all contacts are assigned to the correct list.

jkniz · ‎jul 13, 2023

It would be very nice if I could drag and drop an email conversation from Outlook into an already created deal on Hubspot. In the ideal case this would result in the following: - Assigning outlook mail conversation to deal - Generating new HS contacts from all the mail adresses in the mail - Assigning the new contacts to the respective deal So far this is not possible and needs to be done manually. That is a pain.

JWienkamp · ‎jul 13, 2023

Hi everyone! Right now you (as an administrator) can only select to add all timeline activity from associated objects when you create a new object in a workflow. That leads to lots of unneccesary associations in the newly created object. Especially emails and their attachments spam the timeline. So the goal is: Being able to select which activity type should be added to the timeline. In our specific use case I only want to add Notes to a newly created ticket. But the timeline activities include mails, meetings, calls etc. I would imagine a simple multi select dropdown like you can select the timeframe for associations. With a second dropdown you can choose from activity type. This would allow for more control in the information flow without overloading new records with unnecessary information. Happy to discuss!

CSherwood8 · ‎jul 13, 2023

Hi Guys, It would be great to have a trigger in workflows that was set to 'when first created' like we have in your automatic setting of LifeCycle Stages, so we can set workings on Lead Status or anything else in a sim way in the automation tool 🙂 Thanks 🙂

Anonymous · ‎jul 13, 2023

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Mainland · ‎jul 13, 2023

1. Who? It will help us create a cleaner product library interface. 2. What is the goal? It will help us differentiate the different kinds of products options by their categories with the product folder. 3. What value will this add? It will help us save time while creating the quotes because right now we have to go onto distributor's price list and see what product option category the options belong to and it's also going to make it easier to train people. If there is a better way to achieve this please recommend a guide or a video or a article, where I can learn thank you

ILim · ‎jul 13, 2023

Hi, I would like to suggest that we be able to see all email subscription types for each individual email in the Marketing Email index page. This way, we can see it as a summary easily and not have to click in individual emails to view the subscriptions.

amsteiner · ‎jul 12, 2023

Oops - the Idea I submitted does in fact exist. 🤪 I'm not able to delete this post, so any mods feel free to.

ACoates · ‎jul 12, 2023

You know how at the end of creating a Regular email, you have the Automation option which allows you to create a workflow of things to happen after you send it? Please add the ability to Send a Slack Notification to the list of things that can happen after you send the email. Thank you!

MMehegan · ‎jul 12, 2023

Improvements are needed for default values for customizing an email. It looks like the default values can only be set to "free text" and not to another property field. For example, we would like to use the property "Preferred Name," and if that is empty, default to the property "First Name." This would allow for more personalized communications, which honor the names our customers want to use. This is increasingly important when working with queer/trans customers who we may need legal and used names.

Grandes mentes pensam igual

Exporting contacts and their list type

Hubspot - Outlook add-in assigning mail conversations to deals

Customize "Add timeline activity" in workflows

When First Created Trigger

Unveiling the Charms of Tanjung Pinang and Sumatra's Best Experiences

Ability to create folder within the folder

Ability to see all email subscriptions in the Emails index page

[retracted]

Slack Notifications from Regular Email Workflow

Allowing an existing property to be used in place of a free text default value

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