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jackyb
Participant | Gold Partner
Participant | Gold Partner
Member since ‎Jan 5, 2020
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Jacky Braun

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Activity

Marlize on September 01, 2020
Microsoft Teams Calendar Integration
We need to connect the Microsoft teams Calendar with the HubSpot meeting link So that meetings that are booked through the link show in the MS Team Cal
Reply Idea Integrations
111 upvotes
48 Replies
jackyb
Participant | Gold Partner
December 13, 2020
Hi @poconnell Can you please update me when this is available. We are currently using Teams and its crucial.
Solved
MarionFrelon on May 24, 2019
Create a workflow for contact enrolled in sequences
Hello, I have been trying to create a workflow based on contacts already enrolled in sequences but can not set the enrollement trigger as it does not show sales emails in the list of trigger (marketing email ok but not sales email). What I woul read more
Reply Discussion CRM Email
5 upvotes
20 Replies
jackyb
Participant | Gold Partner
May 24, 2020
This is the most helpful post from the thread. Wish HS had more user friendly options. @JeremyHong wrote: @MarionFrelon @MFrankJohns...read more
ColinC on December 12, 2019
Allow reports to appear on more than one dashboard
Is there a good reason why reports can only appear on one dashboard? We'd love to see the ability to share a report across multiple dashboards so that we can create and manage a single report that many users can use on their own dashboards; at t read more
Reply Idea Marketing Reporting Sales Reporting
77 upvotes
33 Replies
jackyb
Participant | Gold Partner
April 19, 2020
Why can't I use the same custom report I created for my Teams and use it on their individual dashboards without having to clone each time the report....read more
jameswindrow on February 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact read more
Reply Idea Contacts Reporting Workflows
235 upvotes
77 Replies
jackyb
Participant | Gold Partner
January 07, 2020
It's crucial to have this feature as some properties should be able to be matched into deals. For example if I have a UTM for a contact associat...read more
andyhampshire on August 22, 2017
Grant Users Access to Multiple Teams
We need the ability to grant users access to multiple teams so when they are creating deals, companies or contacts they can specify which team they are doing this for. This will allow our support staff to support multiple individuals in a way th read more
Reply Idea Account Settings Deals
527 upvotes
151 Replies
jackyb
Participant | Gold Partner
January 05, 2020
Need this so badly
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