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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 le Décembre 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 Lire la suite
Répondre Idée Social Media
227 Mentions J'aime
66 Réponses
HTB_Scott
Membre
Décembre 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...Lire la suite
benpmg le Février 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 Lire la suite
Répondre Idée Marketing Emails
73 Mentions J'aime
20 Réponses
HTB_Scott
Membre
Juin 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...Lire la suite
NicoleSengers le Février 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 Lire la suite
Répondre Idée Contacts & Companies Workflows
963 Mentions J'aime
252 Réponses
HTB_Scott
Membre
Juin 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...Lire la suite
eoswald le Décembre 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 Lire la suite
Répondre Idée Social Media
227 Mentions J'aime
66 Réponses
HTB_Scott
Membre
Décembre 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...Lire la suite
MichiEck le 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 Lire la suite
Répondre Idée Contacts & Companies
82 Mentions J'aime
31 Réponses
HTB_Scott
Membre
Juin 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...Lire la suite
MyCaptain le Juin 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 Lire la suite
Répondre Idée CRM Objects (Contacts & Companies & Deals & Tickets)
23 Mentions J'aime
6 Réponses
HTB_Scott
Membre
Mars 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...Lire la suite
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