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ericacowan
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Member since ‎Aug 5, 2019
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Erica McLain

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eberkes on June 21, 2017
Archive Contact Lists
I would love the option to archive contact lists . Currently, we can only "clean up" by moving things into folders (we have about 20, and I don't use them because searching is faster). If it were up to me, I would delete lists we are not usin read more
Reply Idea Lists
43 upvotes
18 Replies
ericacowan
Contributor
August 03, 2021
Agree - need this functionality. Want to be able to see the segmentation criteria used for individual emails, but want to be able to archive the list...read more
ericacowan on July 02, 2020
Zoom Integrations - Do not want to allow creation of new contacts
Is there a way to turn off the permissions for Zoom to create new contacts in HubSpot? Our Zoom admin manages multiple accounts across the company, so other departments' webinars are not related to our website and marketing dept. When host read more
Reply Discussion
1 upvote
10 Replies
ericacowan
Contributor
June 23, 2021
Agreed - Unchecking " Sync data from newly scheduled webinars" didn't fully solve our issue once Zoom updated to accessing cloud recordings. Contact...read more
MarkusKlahn on December 14, 2020
D&B Direct+ API Dun Bradstreet Integration to enrich data
Dear all, we are keen on improving the data quality of companies and contacts. Therefore we want to enrich the existing data with DUNS Number and additional information about revenue etc. and the D&B family tree. D&B is offering the Direct+ read more
Reply Discussion Professional
13 upvotes
3 Replies
ericacowan
Contributor
March 18, 2021
Agree! This would be so valuable!
Nolie00 on January 04, 2021
bulk email chat transcript
Right now there is ability to select individual chat and email chat transcript. It would be nice to select all chats and email them in bulk for internal audit/review. Nolie MacDonald
Reply Idea Conversations
5 upvotes
1 Reply
ericacowan
Contributor
February 05, 2021
Yes! Need this feature! The idea was submitted previously (and basically ignored by HubSpot). Manually going through each chat to send individua...read more
RSterrenberg on January 19, 2021
Workflow connecting Company record to new Contact records being exported from ZoomInfo
We have just set up the ZoomInfo integration tool to HubSpot, and I have a question: Do I need to set up a workflow to be sure contacts coming in with known Company records (in HubSpot) will automatically connect to that record? Right now, they are read more
Reply Discussion Integrations Workflows
2 upvotes
10 Replies
ericacowan
Contributor
January 20, 2021
Totally misread that! 😅 Oops! I had a previous post about Zoom (video) which is probably why I was tagged - so I read too quickly! I have als...read more
RSterrenberg on January 19, 2021
Workflow connecting Company record to new Contact records being exported from ZoomInfo
We have just set up the ZoomInfo integration tool to HubSpot, and I have a question: Do I need to set up a workflow to be sure contacts coming in with known Company records (in HubSpot) will automatically connect to that record? Right now, they are read more
Reply Discussion Integrations Workflows
2 upvotes
10 Replies
ericacowan
Contributor
January 20, 2021
Totally misread that! 😅 Oops! I had a previous post about Zoom (video) which is probably why I was tagged - so I read too quickly! I have als...read more
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