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JerryReid
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Member since ‎Jan 4, 2018
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Jerry Reid

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Nikki_Mo on September 30, 2022
Automated US Sales Tax
We are currently rolling out a consumer model to one of our locations so having to manually add a line for tax is not that cumbersome. We do plan to roll out to additional areas and removing the human error from any of our locations across the US w read more
Reply Idea Payments
48 upvotes
21 Replies
JerryReid
Contributor
October 23, 2023
Here are my thoughts: I don't think using an integration partner like Avalara should be a requirement to be able to use this functionality. Avalara...read more
JSlater on March 18, 2021
Approval process
Hi, From a system and compliance view, one of the issues we are currently facing is trying to monitor what our users are creating within Hubspot on a daily basis. Whilst ensuring that relevant checks/departments/managers have signed off on what read more
Reply Idea Users & Teams & Permissions
45 upvotes
13 Replies
JerryReid
Contributor
December 17, 2021
I agree this should be a capability ideally built by HubSpot. Other major Content Management Systems integrated with other CRMs have recently launche...read more
whartwell on June 21, 2018
Find Contacts with Multiple Email Addresses
As Hubspot allows multiple email addresses to be stored on a single contact, we need a way to locate all contacts with more than one email address. Though Hubspot may allow multiple email addresses on a contact, our integrated systems (Salesforce, f read more
Reply Idea Contacts & Companies
233 upvotes
53 Replies
JerryReid
Contributor
June 21, 2021
@mbc291 That sounds interesting, can you share you solution for that?
Dylan on September 01, 2020
Use a form to populate custom object data
Custom object fields should be available to be used in the forms tool
Reply Idea Custom Objects
71 upvotes
26 Replies
JerryReid
Contributor
April 14, 2021
Our use cases is to be able to collect website user feedback and store it on a custom object, with the option of collecting an email address (but the...read more
Solved
gmr1970 on December 26, 2018
Referral program using Hubspot CRM
Hello, Can I have a referral program using Hubspot free CRM? I would like to give some unique ID to a customer (it could be a unique code) . Then that customer could say to a friend: "Fill the form on URL and use the code F43JMA" In read more
Reply Discussion
3 upvotes
12 Replies
JerryReid
Contributor
March 18, 2020
I think the solution referenced in the LinkedIn article is great, but I do not believe it is a GDPR compliant solution.
Solved
Matt_Sciannella on November 15, 2018
HubSpot Tickets to SalesForce Cases Integration
I've looked hard at Service Hub as a great tool for us to allow Customers to initiate product repair requests for some of our hard goods. However, my Sales Director and President are insisting that anything done on my end to automate this proces read more
Reply Discussion
19 upvotes
8 Replies
JerryReid
Contributor
June 19, 2019
As a Salesforce customer, it is critical that when a form gets filled out on our website, a case gets created in Saleforce as we do not use HubSpot a...read more
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