APlocinik

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Anthony Plocinik

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paytek_haley on December 22, 2020

Limit who can create new object records (companies, deals, contacts, etc)

I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact). With anyone being able to create a record, we deal with duplicates, false information, and skewed data. read more

Reply Idea Account Settings Contacts & Companies Deals

122 upvotes

44 Replies

APlocinik

Member

November 07, 2022

Wow how is this still not a feature???

annegaslin on August 02, 2018

View contacts who met goal criteria right within a workflow

It would be nice if we could see a list/round-up of contacts who met a workflow goal and are included in the "GOAL CONVERSION RATE" in the workflow performance tab. You can view/edit the goal right from there, but it would be really nice to be a read more

Reply Idea Workflows

98 upvotes

35 Replies

APlocinik

Member

August 05, 2022

I can't believe this isn't already a feature! I know there is a workaround to create a list based on "Goal Met", but you can literally view all other...read more

TommyB on October 23, 2017

Allow multiple people to book a Meeting during the same time slot

Hi, we would like to offer free product demos on the website and use the meetings tool to allow users to book. However, as a cloud videoconfrencing provider offering virtual meeting rooms (VMRs), we would like to run video meetings to allo read more

Reply Idea Meetings

283 upvotes

95 Replies

APlocinik

Member

August 13, 2021

This functionality needs to exist! I know Calendly and other tools allow for this. We are trialing SalesHub in addition to our MarketingHub license a...read more

APlocinik on June 24, 2021

Allow Automated Emails with A/B Test enabled to Be Used Across Multiple Workflows

The A/B functionality for automated emails that was recently released to beta is great, however it is very disappointing to not have the ability to use A/B enabled Automated Emails in multiple workflows. Right now the workaround is to clone and add read more

Reply Idea Marketing Emails

5 upvotes

1 Reply

katharine on May 01, 2017

Enable A/B testing in workflow/automated emails

I was disappointed to see that I can't do an A/B test in an automated email: https://knowledge.hubspot.com/articles/kcs_article/email/how-to-create-an-a-b-test-email Marketo (a HubSpot competitor) allows this functionality. Can you add this read more

Reply Idea Marketing Emails Workflows

755 upvotes

293 Replies

APlocinik

Member

June 18, 2021

@JoeMayall the A/B functionality for automated emails is great, however I was very disappointed to just learn that I cannot use it across multiple...read more

Christiana on October 11, 2017

Merge two companies with the Salesforce Sync Active

We'd like to merge two companies within HubSpot but have been told this functionality is not available as it is disabled for users who have a Salesforce integration with Hubspot . It would be great if this feature could be made available.

Reply Idea Contacts & Companies

122 upvotes

46 Replies

APlocinik

Member

May 10, 2021

I agree with @Ofer . This is what we are struggling with right now. We don't want to touch anything in Salesforce. We either need to merge/bulk de...read more

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