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HTB_Scott
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Scott Fahy

Digital marketer with 20+ years experience in all facets of the industry.

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eoswald on Dezember 10, 2018
Approval Process for Social Media Posts (with Notifications)
HubSpot needs to have an approval process for Social Posts that send notifications for post approval to authorized users. User A drafts a post and submits it for approval User B gets a notification (email, slack, push, sms etc) that an appro Beitrag ansehen
Antworten Idee Social Media
227 Likes
66 Antworten
HTB_Scott
Mitglied
Dezember 12, 2022
@eoswald - interestingly, Kyle Jepsen dropped a video last week featuring the beta for an approval-based system for email, similar to what we're a...Beitrag ansehen
benpmg on Februar 03, 2022
Use Custom Object Personalisation Tokens in emails
The custom objects functionality in Hubspot is extremely powerful - we use it to link Contacts to custom objects (in our case linking contacts to a custom object that represents the golf club they're a member of). The automated email system UI seems Beitrag ansehen
Antworten Idee Marketing Emails
73 Likes
20 Antworten
HTB_Scott
Mitglied
Juni 10, 2022
@benpmg - THIS! Just ran headlong into this one as well. I've spent a lot of time working on trying to get data, in my case bankers who do not use...Beitrag ansehen
NicoleSengers on Februar 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
967 Likes
253 Antworten
HTB_Scott
Mitglied
Juni 01, 2022
100% agreed. I've got three labels for one custom object, and I would love to have the ability to set the labels in a workflow. Manual is a giant tim...Beitrag ansehen
eoswald on Dezember 10, 2018
Approval Process for Social Media Posts (with Notifications)
HubSpot needs to have an approval process for Social Posts that send notifications for post approval to authorized users. User A drafts a post and submits it for approval User B gets a notification (email, slack, push, sms etc) that an appro Beitrag ansehen
Antworten Idee Social Media
227 Likes
66 Antworten
HTB_Scott
Mitglied
Dezember 12, 2022
@eoswald - interestingly, Kyle Jepsen dropped a video last week featuring the beta for an approval-based system for email, similar to what we're a...Beitrag ansehen
MichiEck on Mai 30, 2018
Date of Birth and Age
We use several target groups for different ages (for example 18-25, 30plus, 50plus) therefore we require a solid way how to categorize the age of a contact. Furthermore, this would allow to send Birthday-Mails or to set task for a call. Date Beitrag ansehen
Antworten Idee Contacts & Companies
82 Likes
31 Antworten
HTB_Scott
Mitglied
Juni 28, 2021
@mstanwyck - I'm using a custom date picker property rather than the built in version, and I think that gives you the right options. Sorry that wa...Beitrag ansehen
MyCaptain on Juni 19, 2020
Users should be able to select their own specific properties for deduplication
Who: Marketing Team, Support Team, Sales Team Value: One Contact, No Duplicates, Better CRM and data management Many CRM have customizable properties or references for the core operation of CRM - deduplication. And It's very industry-centric. For s Beitrag ansehen
Antworten Idee CRM Objects (Contacts & Companies & Deals & Tickets)
23 Likes
6 Antworten
HTB_Scott
Mitglied
März 25, 2021
Agreed - we have a central core system which generates its own unique customer ID, and when our customers update an email address, we're seeing dupli...Beitrag ansehen
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