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Erik1
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Mitglied seit ‎Jun 21, 2020
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Erik Wilkinson

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DaveConnect on November 11, 2019
Using HubSpot CRM as an Applicant Tracking System (ATS)
Has anyone found a good solution for using HubSpot as an Applicant Tracking System (ATS)? We are a recruitment firm and rather than integrating our current ATS, we would like to see if there is a way to leverage the current CRM to track the candidat Beitrag ansehen
Antworten Diskussion Deals
9 Likes
77 Antworten
Erik1
Teilnehmer/-in
August 03, 2022
I use Hubspot for one of my companies and am considering using either Hubspot or Zoho for another. I notice that Zoho has both Zoho Recruit and Zoho...Beitrag ansehen
KevinFMTV on Juni 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w Beitrag ansehen
Antworten Idee Workflows
444 Likes
137 Antworten
Erik1
Teilnehmer/-in
Februar 19, 2021
I responded to this back 6 plus months ago. A work around that i have found useful is to use unsummarized reports instead of tasks. You can filter ...Beitrag ansehen
Damien on August 30, 2017
Enable social sign in / sign up / login on landing pages and forms
With more and more people using mobile devices to consume content, it's time consuming and fiddly for visitors to your website to fill out a multi-field form on a landing page by typing in text on a small screen. Some other landing page tools Beitrag ansehen
Antworten Idee Contacts & Companies Forms Social Media
67 Likes
20 Antworten
Erik1
Teilnehmer/-in
Oktober 21, 2020
I am currently listening to the book, "The Conversion Code" which highly reccommends the one click integration with social media to significantly inc...Beitrag ansehen
hroberts on Juli 23, 2019
Meeting reminder emails for meetings booked through the CRM
While the Meetings tool offers the ability to send contacts reminder emails for meetings they book with the user, there is currently nowhere to configure reminder emails for meetings that are booked directly through the CRM by the user. From @Sama Beitrag ansehen
Antworten Idee Meetings
154 Likes
62 Antworten
Erik1
Teilnehmer/-in
Oktober 18, 2020
The meeting tool seems to assume that all meetings are a sales type of meeting. In some case we like to call our meetings interview, consultation ca...Beitrag ansehen
jovialee on April 08, 2019
Last meeting booked
Given that there is no "Next upcoming meeting" personalization token, the "Last meeting booked" personalization token should really include both the Time and Date of the meeting, especially given that this is important when it comes to sending inte Beitrag ansehen
Antworten Idee Meetings
50 Likes
12 Antworten
Erik1
Teilnehmer/-in
Oktober 18, 2020
Can you also consider adding who the company representative that meeting is booked with at the same time? This way we can scheudule a reminder to go...Beitrag ansehen
cmccabe on März 23, 2020
Allow Customization of Preview Panel and Record Right Sidebar
I am implementing HubSpot Sales and CRM company-wide. We are starting with the most important features and rolling out 'nice-to-haves' as adoption increases. We are not using Tickets, Workflows, Memberships, or Playbooks at this time. Those features Beitrag ansehen
Antworten Idee Account Settings
153 Likes
66 Antworten
Erik1
Teilnehmer/-in
September 28, 2020
Since Deal and Contact properties are different. When one of our users is in deals and selects a PLAYBOOK they are frustrated because they can not e...Beitrag ansehen
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