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mzager
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Member since ‎Jul 18, 2017
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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Takis on October 12, 2017
Use predefined templates via shortcuts (eg: when I type /who the message appearing will be "Hi, this is *Name*, I'm so happy to meet you. Would you please tell me your name too?" in messages
2 upvotes
5 Replies
HubSpot Product Team
October 30, 2017
AJLaPorte_diagr on October 10, 2017
You should create a connector for use with Google's DataStudio Application. This would help us create a more robust report for our users and we can leverage the statistics that HubSpot provides. Currently, other services like Databox can connect to read more
Participant | Diamond Partner
February 09, 2022
Hey everyone, just a heads up that there is now a connector in the app marketplace for this: https://ecosystem.hubspot.com/marketplace/apps/market...read more
AJLaPorte_diagr on October 10, 2017
You should create a connector for use with Google's DataStudio Application. This would help us create a more robust report for our users and we can leverage the statistics that HubSpot provides. Currently, other services like Databox can connect to read more
Participant | Diamond Partner
February 09, 2022
Hey everyone, just a heads up that there is now a connector in the app marketplace for this: https://ecosystem.hubspot.com/marketplace/apps/market...read more
Betty87 on June 05, 2017
As a member of the Sales Department, it would be great to see which number I just called in the call outcome. We use to search for the companies telephone numbers on the internet and it is very common to find several contacts, however, the majority read more
HubSpot Product Team
August 08, 2019
The number called now shows in the Details section of the card on the timeline!
fenstermakera on January 24, 2017
Basic CRM functionality missing. Need to do a keyword search.
137 upvotes
61 Replies
Member
December 06, 2021
How is this still not a thing? I just want to search for keywords in my notes.
wilkins on April 18, 2017
We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling read more
73 upvotes
32 Replies
Member
July 22, 2022
Just to add more "weight" here. Playbooks really don't cut it when it comes to leaving templates for the reps to fill in, which should then be as r...read more
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