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rickm
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Member since ‎Jun 21, 2017
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  • Upvotes Given
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  • Upvotes Received
    400
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Rick Mosenkis

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Activity

mschnitt on April 05, 2017
Offer integrations with other calling vendors
A lot of companies (like us) already have a VOIP calling system and it doesn't make sense to buy more calling minutes from Sidekick or HubSpot. Give us what we want by offering calling integration with Ring Central and others!
Reply Idea Calling Integrations
35 upvotes
21 Replies
rickm
Participant
May 29, 2018
Another strong vote for integration with RingCentral. They're one of the leading VOIP providers in the US/World; I'd think integrating with them woul...read more
Kimberly on February 14, 2017
Get email notifications when a deal changes stages
We want to be able to get an email notification when a deal moves from a particular deal stage to any other stage. So for example in our pipeline, we would like to receive an email notification when the deal moves from a "new request" to a "prospect read more
Reply Idea Deals
47 upvotes
24 Replies
rickm
Participant
May 02, 2018
Agree with f-b. Need to make it easier for a manager to follow deals automatically. Currently, it seems you have to manually follow each deal, which...read more
samisund on May 10, 2017
Workflows for Deals - Email notification of Deal Stage change
Hi! I faced interesting problem this week: I would like to have email notification everytime when the deal stage is changed to "Closed Won" or "Closed Lost". The problem is that email should contain the name of the deal, associated company, contact read more
Reply Idea Deals Workflows
24 upvotes
9 Replies
rickm
Participant
May 02, 2018
Really frustrating that you can't send emails containing deal fields. C'mon HubSpot; this is pretty basic!
gregjanes on November 23, 2016
Integrate Marketing Free Lead Flows with Google Analytics
Add the ability to track events (submissions) with the marketing free lead flows to trigger Google Analytics.
Reply Idea Forms
40 upvotes
27 Replies
rickm
Participant
December 15, 2017
Another strong vote for this one....we really need to be able to track these in Google Analytics. Absent that, we may need to move to a 3rd party to...read more
rickm on July 17, 2017
Primary Contact Company Property
We frequently need to get in touch with the primary contact at one of our customers. In HubSpot, there is no way to identify who this is among the many contacts we have in HS for that organization. Even HubSpot recognizes the importance of thi read more
Reply Idea Contacts & Companies
390 upvotes
164 Replies
fenstermakera on January 24, 2017
Be able to search notes in CRM (within or across contacts)
Basic CRM functionality missing. Need to do a keyword search.
Reply Idea Contacts & Companies
138 upvotes
61 Replies
rickm
Participant
June 22, 2017
Really need to add this. This is basic functionality that all other CRMs have, including the one we just came from (Zoho) that's much cheaper than ...read more
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