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elizabeth2
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Member since ‎Aug 6, 2020
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  • solutions
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  • Replies
    4
  • Upvotes Given
    93
  • Upvotes Received
    72
  • Ideas
    10

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Elizabeth Bardeau

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Activity

marvin42 on February 04, 2022
Jira Integration: How can I change the integration user?
I hope this is the right place for this question. I set up the jira integration for hubspot according to the knowledgabase article. It works well so far, but all notifications about association and synced notes from hubspot appear to be au read more
Reply Discussion Developer tools
2 upvotes
4 Replies
elizabeth2
Participant
March 13, 2024
So there is no way within HubSpot to change the deafult reporter? It will always be whoever set up the integration, and then it will need to be manua...read more
elizabeth2 on January 30, 2023
Email scheduled report export
It would be great if included in the option to schedule report delivery, you could in addition attach an export of the report. This would be especially helpful for list-styple reports we periodically export to excel. Right now you would have to logi read more
Reply Idea Sales Reporting
8 upvotes
2 Replies
CSawier on December 01, 2022
Merge Email surveys
Ok so the NPS survey is fairly limited. if sending by email you can only send 1 reminder and you can't pick the time of that reminder. Need to be able to send more than a reminder and maybe also merge surveys if you are end up having to send the read more
Reply Idea Feedback Surveys
4 upvotes
2 Replies
elizabeth2
Participant
January 30, 2023
Same idea - had to send the survey to different static lists of contacts, but now the results are separate https://community.hubspot.com/t5/HubSpot...read more
MaartenDeGroot on August 24, 2022
List of where teams are being used
We have revised the structure of the teams. With a property, you can see in which reports, workflows, forms etc it is being used. With a team I can not. This way, I can not easily change the teams to right ones within reports etc.
Reply Idea Dashboards & Reports
4 upvotes
2 Replies
elizabeth2
Participant
January 30, 2023
Yes - and when adding new team members, it would be helpful to see what teams are being used in workflows, report access etc so that new team member ...read more
elizabeth2 on August 25, 2022
Merge Surveys / combine results
Ability to merge surveys when they are clones of each other, or some method of combining the results. For some surveys, we send to a static list, but then want to send to another list which requires us to clone the survey, but then the results are s read more
Reply Idea Feedback Surveys
5 upvotes
2 Replies
elizabeth2 on December 07, 2021
Schedule Survey Sends
It would be great to be able to schedule when an survey goes out. For example, the custom NPS survey I would like to schedule to go out at a time when I think my receipient is most likely to respond. (Especially since survey reminders are not activ read more
Reply Idea Feedback Surveys Workflows
25 upvotes
7 Replies
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