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AdamZenzero
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Member since ‎Aug 11, 2021
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Activity

GDHutchison on July 16, 2020
Enrollment by list name contains
When building workflows it would be very useful to have an ability to add contacts by their list names using "List name contains". This would automate the workflow setup for contacts in newly created lists. Use case. List imports - using a read more
Reply Idea Workflows
4 upvotes
3 Replies
AdamZenzero
Participant
November 18, 2022
This would also be useful for me! We use tags like [NURTURE] [EVENT] and being able to create lists or workflows with list name 'contains' would be s...read more
SKluge on December 10, 2021
Report on specific line items in specific stage of pipelines
Hi! I am looking to have a live report that will show a breakdown of line items associated with deals in my quoted stages. I have 4 pipelines that I would like to pull this information from and ideally have all line items broken out with the reven read more
Reply Discussion Professional
1 upvote
3 Replies
AdamZenzero
Participant
September 05, 2022
Looking to do something very similar. reporting on certain SKUs on deals that contain multiple SKUs across pipelines. This level of reporting would b...read more
ybn on October 22, 2020
Import deals with line items
It should be possible to import deals with line items
Reply Idea Deals
150 upvotes
67 Replies
AdamZenzero
Participant
March 14, 2022
Does this also include exporting deals with line items to other programs? E.g. Connectwise? The Connectwise marketplace app already supports deals bu...read more
ybn on October 22, 2020
Import deals with line items
It should be possible to import deals with line items
Reply Idea Deals
150 upvotes
67 Replies
AdamZenzero
Participant
March 14, 2022
Does this also include exporting deals with line items to other programs? E.g. Connectwise? The Connectwise marketplace app already supports deals bu...read more
Rianne on March 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to read more
Reply Idea Meetings
727 upvotes
403 Replies
AdamZenzero
Participant
August 11, 2021
Any updates?
michaelhering on December 15, 2020
Microsoft Teams Meeting Integration
We currently leverage GoToMeeting for client facing meetings, which then populates reports giving management a view into sales meeting activity. After working with HubSpot Support this morning, I have confirmed that HubSpot does not allow for the sa read more
Reply Idea Activity Feed Dashboards & Reports Integrations Meetings Sales Reporting
28 upvotes
14 Replies
AdamZenzero
Participant
August 11, 2021
Any word on this yet please? We are desperate to use Microsoft Teams for Meetings!
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