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hjohnston
Member | Elite Partner
Member since ‎Apr 17, 2020
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  • Upvotes Given
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  • Upvotes Received
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ksmith87 on August 04, 2021
Hello, I am here representing independent insurance agents across the country. We are in desperate need of better access to CRMs and service tools like Hubspot, but our big industry-leading CRMs do not connect to Hubspot. My agency uses Vertafore A read more
12 upvotes
5 Replies
Member | Elite Partner
December 09, 2021
By the way, @ksmith87 , you might benefit from joining our HubSpot User Group for the Insurance Industry !
ksmith87 on August 04, 2021
Hello, I am here representing independent insurance agents across the country. We are in desperate need of better access to CRMs and service tools like Hubspot, but our big industry-leading CRMs do not connect to Hubspot. My agency uses Vertafore A read more
12 upvotes
5 Replies
Member | Elite Partner
December 09, 2021
By the way, @ksmith87 , you might benefit from joining our HubSpot User Group for the Insurance Industry !
hjohnston on December 09, 2021
If you didn't know, there's a HubSpot User Group specifically for the Insurance Industry! We just held our first event (How HubSpot will help you grow) and it was a smashing success! If you'd like to watch the recording, find it here . Join read more
hjohnston on July 23, 2021
Hello! As of right now, it seems like our only Workflow option on the task object is to create a new task. It would be nice to be able to create queues, associate tasks with companies, reassign task ownership, etc. via Workflow.
6 upvotes
1 Reply
Brett_Weaver on April 12, 2018
Hello, It would be very helpful to automatically have a Task which was created under a Contact also be associated with the Contact's Company. There are mentions of this on the community forum already for a couple of different reasons. My rea read more
184 upvotes
60 Replies
Member | Elite Partner
July 23, 2021
I agree - it's particularly frustrating that you can't associate the task to both contact and company from a sequence. There is also no way of updati...read more
_ashleyquintana on May 23, 2019
Hi there, It would be great if an e-mail alert could go to a HubSpot Portal's administrator in the event of a domain becoming disconnected. This would help avoid an error or website downtime in the event that something were to happen.
Member | Elite Partner
June 15, 2021
Yes, please!! As a solutions partner, it makes us look bad if a client's blog feed or landing pages go down with no way of us knowing!
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