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mpike
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Membro desde ‎jul 14, 2017
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Miriam Pike

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MMachi on Abril 12, 2021
Contact Merge Enhancements
I have two suggestions to improve the merge process at the contact level. First is the ability to display additional information when choosing a contact to merge. In the case below, if I want to merge another contact named Joe Smith or Joseph Smith Leia mais
Responder Idéia Contacts & Companies
1 avaliações positivas
1 Respostas
mpike
Colaborador(a)
Janeiro 20, 2022
Hi! I was told to comment on this forum idea. The merge function is absolutely broken. It used to be that if I looked for "Joe Smith" as in the e...Leia mais
mpike on Junho 14, 2021
Include more file version history on Sales Documents
In the Sales Documents tools I am missing version history that I feel is available elsewhere in Hubspot. Basically if I go into a Sales Document I would like to be able to see more information about file history. Specifically: First uploaded Leia mais
Responder Idéia Sales Documents
0 avaliações positivas
0 Respostas
mpike on Junho 14, 2021
Have Sales Documents update automatically from marketing files if used as source
So - coming to this as someone who was led to believe that uploading from marketing files would make my life easier and just having discovered how wrong that was... Requirement: If I add a document from marketing files stored in Hubspot - I woul Leia mais
Responder Idéia Sales Documents
0 avaliações positivas
0 Respostas
Kristin on Maio 18, 2017
Enable Salesforce Event Sync to HubSpot (e.g. Meetings)
Currently HubSpot is not configured to allow users to sync Salesforce events with HubSpot - so the data contained in events cannot be mapped. We would like to use HubSpot to send our clients reminder emails for upcoming appointments automatically so Leia mais
Responder Idéia Integrations
100 avaliações positivas
29 Respostas
mpike
Colaborador(a)
Setembro 28, 2020
@CVera We've set up a workaround to deal with the problem you are describing. In case this is helpful here's what we have been doing. I created a S...Leia mais
caroline-thrm on Novembro 30, 2018
Clone Meeting Links
Other calendar tools I've used have allowed you to clone your own (or your colleagues') meeting links in order to create similar or identical links that might have different names or slightly different details, but everything else is the same. F Leia mais
Responder Idéia Meetings
179 avaliações positivas
71 Respostas
mpike
Colaborador(a)
Abril 23, 2019
Yes! This would be lovely. I am in the process of setting up a different scheduling link for each of our service pages with very slightly differe...Leia mais
taylorfriss on Junho 21, 2017
Allow contacts/attendees to Cancel & Reschedule events using Meetings
Contacts are double booking without canceling their previous meeting! It would be great if they got a HubSpot confirmation email with a reschedule button on it, or if the Contact already has a meeting book, the Meetings page recognizes it and presen Leia mais
Responder Idéia Meetings
241 avaliações positivas
136 Respostas
mpike
Colaborador(a)
Abril 22, 2019
Jumping on this one. My sales team is beginning to implement this and we have run into several issues with duplicate calendar items because of this. ...Leia mais
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