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ericacowan
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Miembro desde ‎ago 5, 2019
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eberkes en Junio 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 Leer más
Responder Idea Lists
51 Me gusta
23 Respuestas
ericacowan
Colaborador
Agosto 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...Leer más
ericacowan en Julio 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 Leer más
Responder Conversación
1 Me gusta
10 Respuestas
ericacowan
Colaborador
Junio 23, 2021
Agreed - Unchecking " Sync data from newly scheduled webinars" didn't fully solve our issue once Zoom updated to accessing cloud recordings. Contact...Leer más
MarkusKlahn en Diciembre 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+ Leer más
Responder Conversación Professional
21 Me gusta
8 Respuestas
ericacowan
Colaborador
Marzo 18, 2021
Agree! This would be so valuable!
Nolie00 en Enero 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
Responder Idea Conversations
6 Me gusta
1 Respuestas
ericacowan
Colaborador
Febrero 05, 2021
Yes! Need this feature! The idea was submitted previously (and basically ignored by HubSpot). Manually going through each chat to send individua...Leer más
RSterrenberg en Enero 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 Leer más
Responder Conversación Integrations Workflows
2 Me gusta
10 Respuestas
ericacowan
Colaborador
Enero 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...Leer más
RSterrenberg en Enero 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 Leer más
Responder Conversación Integrations Workflows
2 Me gusta
10 Respuestas
ericacowan
Colaborador
Enero 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...Leer más
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