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cassimatti
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Member since ‎Sep 29, 2022
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Cassidy Mattiola

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Activity

rachelbrowne on January 02, 2020
Set range of days for when a meeting can be scheduled
In the meetings tool, you can currently choose when a meeting can be scheduled. However, the options are "this week and next week", weeks in advance, or a custom date range. It would be great if you could set it to "blank days" (3 days for examp read more
Reply Idea Meetings
64 upvotes
24 Replies
cassimatti
Member
December 03, 2022
Please make this feature possible! It's the only thing keeping us from using the meeting tool with hubspot and we would LOVE to use it instead of Cal...read more
Heggenes on March 08, 2021
Loom integration
I would love to get integration with Loom the same way Hubspot has with Vidyard. Vidyard is for many very expencive, this is where Loom comes in! Loom is only $8 per month and you get a tonn of features. Please vote on this...
Reply Idea Conversations
150 upvotes
40 Replies
cassimatti
Member
October 25, 2022
Loom is the industry standard in our space - would LOVE to utilize this for our team as we transition to hubspot for our entire business.
ErinHertz on October 16, 2020
Ability to control meeting outcomes via workflow
Our sales team has back to back meetings all day long and would love the ability to automatically change Meeting Outcomes based on the meeting time passing, in a workflow. This way, they would only have to worry about changing the outcome if they di read more
Reply Idea Meetings
192 upvotes
46 Replies
cassimatti
Member
October 17, 2022
Our teams need this ASAP in order to properly use reports and automate tasks for our sales reps!! This is a no brainer feature. I'm shocked it hasn't...read more
CaitlinRose on March 03, 2021
Associate Records in a Workflow
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
Reply Idea Workflows
338 upvotes
62 Replies
cassimatti
Member
October 10, 2022
I need to create a workflow / automation (or find a way) that automatically associates contacts and deals with a specific Agency Client name to the ...read more
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