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DerekM
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Derek Vest

I'm a long time data-driven marketer and have worked for the largest brands in the world as well as startups. I have leveraged just about every CRM throughout my career and I'm currently focused on implementing HubSpot across Marketing, Sales, and Support for Midigator, provider of chargeback management solutions that allows merchants to focus on their business instead of their chargebacks.

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jmoss en Noviembre 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Responder Idea Products & Quotes
341 Me gusta
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DerekM
Participante
Febrero 25, 2021
This would be HUGE for us as we could also leverage the Stripe integration. We have an original deal which sets product, price, and ESTIMATED vo...Leer más
sbacookie en Febrero 26, 2020
Associate tickets with other tickets
Working across multiple teams with multiple goals sometimes one customer project requires multiple tickets. As you are able to associate a ticket with a deal, company and contact. It could be nice if you were able to associate tickets with other t Leer más
Responder Idea Tickets
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DerekM
Participante
Agosto 13, 2020
This would be great for us as the lack of ability to add properties or types to Tasks is forcing us to move to Tickets as sub-tasks.
DerekM en Julio 20, 2020
Capture Property from Form Submission in GTM/GA
I'm trying to capture the value of a property in a HS Form submission via Google Tag Manager (GTM) to keep some paid media optimization we have had in place with CF7. I've followed this: https://community.hubspot.com/t5/Marketing-Integrations/HubS Leer más
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DerekM en Julio 08, 2020
Why require Webinars for Zoom Integration?
I was attempting to connect our Pro Zoom subscription to HubSpot in order to facilitate one-to-one meeting scheduling for our Sales and Service reps using Sales and Service hubs. However, the integration isn't allowed because we don't have a webinar Leer más
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