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mfisch
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Member since ‎Jul 17, 2019
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Matthew Fisch

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mfisch on May 07, 2025
Shared Groups (1 host --> multiple Invitees) for Meetings
Hubspot supports round-robin, one-to-one, and group (multiple hosts : 1 invitee), but does not support 1 host --> multiple invitee. We're forced to use Calendly for this, and that means none of our sales processes are as streamlined as it could read more
Reply Idea Meetings
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mfisch on June 28, 2023
Workflows that trigger based on invoice state
Hey! invoice-based workflows are only half baked. When can we copy these values to contact and company records? We sync invoices from stripe, but we'd like to see invoice state in the CRM dashboards by using workflows to copy data to contacts o read more
Reply Idea Payments
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mfisch
Member
February 27, 2023
Reply to Hubspot to provide a way we can create a product tour to our product which could be integrated with
We started paying for the Knowledgebase upgrade, but the tool is so simple it does not satisfy many of ours needs. If we could integrate tours we...read more
mfisch
Member
December 22, 2022
Reply to Using workflows to autocreate quotes
I would like the quote automatically sent via email to a designated company contact with a specific label. The workflow should stop until the quote i...read more
mfisch
Member
November 09, 2022
Reply to Create associations between the same object (company to company, contact to contact, deal to deal)
++1 for this. We're trying to track customers of our customers, who we need to service and treat differently than regular customers. Using pa...read more
mfisch
Member
February 28, 2020
Reply to Add Google Meet link to Meetings
I saw at least one user mention a "workaround" -- this is totally unworkable -- I can't believe this is coming from a legal practice. Permalinki...read more
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