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taylorfriss
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Member since ‎Jun 6, 2017
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taylorfriss on December 24, 2018
HubSpot Field Update vs. SalesForce Validation Rules
Hey there! We're integrating with SalesForce and I'm wondering... If we have SalesForce updated every time a field in HubSpot is updated, will SalesForce validation rules still apply. For example, if there is a workflow in HubSpot that automatic read more
Reply Discussion Contacts
0 upvote
2 Replies
taylorfriss
Top Contributor
December 26, 2018
Thank you bradmin, extremely helpful!
Solved
taylorfriss on December 24, 2018
HubSpot Field Update vs. SalesForce Validation Rules
Hey there! We're integrating with SalesForce and I'm wondering... If we have SalesForce updated every time a field in HubSpot is updated, will SalesForce validation rules still apply. For example, if there is a workflow in HubSpot that automatic read more
Reply Discussion Contacts
0 upvote
2 Replies
taylorfriss
Top Contributor
December 26, 2018
Thank you bradmin, extremely helpful!
HammockWeb on April 30, 2017
Scheduled Meetings View
I have quite a few scheduled events on my calendar. it would be helpful if there was a Scheduled Meetings page. Where I could see a list or calendar view of all meetings. I can currently see these meetings on my Google Calendar, but there is a probl read more
Reply Idea Meetings
321 upvotes
110 Replies
taylorfriss
Top Contributor
October 24, 2018
It would be great if there was a property called Next Meeting Booked that has the date of when the meeting is supposed to be held. This way, as a Sal...read more
blinkertoon on September 08, 2017
Sort drop-down properties alphabetically
Very simply put, would be really useful if we could quickly srt the properties in contact setttings alphabetically (for instance when we add new options for a drop-down property with lots already available), instead of new options being placed at th read more
Reply Idea Account Settings Contacts & Companies
58 upvotes
24 Replies
taylorfriss
Top Contributor
August 30, 2018
please!
Solved
davidculton on July 31, 2018
How to set contact priority
Still ramping up with Hubspot CRM, so much to learn. I want to create some finer ways to filter contacts than the defaults, but noticed that an exsiting field may help; Contact Priority. It seems to have some default choices: Tier 1, 2, 3, etc. that read more
Reply Discussion
0 upvote
2 Replies
taylorfriss
Top Contributor
July 31, 2018
Hey David! Unfortunately, you do not have much control over this property. HubSpot auto-populates this based on their predictive machine learning...read more
samglenn on September 04, 2019
Marketing Emails / Lists / Workflows / Sales Tools - Folders
For all content options that allow you to organize with folders, it would be extremely helpful to be able to create folders within folders for better organization leading to less duplicates and efficiency when looking for content already created my read more
Reply Idea Lists Marketing Emails Sales Documents Sequences Snippets & Templates Workflows
410 upvotes
167 Replies
taylorfriss
Top Contributor
May 09, 2018
WE NEEEEEED Subfolders. We can't keep our templates organized and accessible because of this.
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