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Kasia Bargielowski-Foster

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kasiabf on February 14, 2023
Hi, it would be great if we could set list criteria to be applied to specific sets of users/teams by default using custom objects. For example, instead of expecting our SDR team to remember to exclude customer accounts every time they build a li read more
user2384734 on August 22, 2021
I know that I can create custom views and filter on any of my available fields, but is there a way to customize the default filters that show at the top of the contacts view page. For example, see screenshot below. I don't have the need to use read more
8 Replies
February 14, 2023
Just seen this more
taylorfriss on April 05, 2018
A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar read more
48 Replies
January 06, 2023
Any update on this? I'm quite surprised out of all the options we have in Hubspot we can't use meeting ownership as a workflow trigger, it seems more
JonSven on November 10, 2022
Hi - HubSpot newbie here trying to build a report for a campaign dashboard. I trying to create a report that shows me the number of form submissions by a campaign audience after they were enrolled in a workflow. Is there a way to setup a re read more
4 Replies
November 16, 2022
@JonSven have you tried adding the form submission as a goal to your workflow? Whilst this wouldn't appear in a dashboard, it will give you the more
KerryMcClauss on September 25, 2019
Right now Hubspot notes sync to Activity History. Not only does this clog up the activities, but it syncs the note to the Task Subject field which is limited to 255char. If the note is longer than that, it is simply cut off. Hubspot notes should b read more
14 Replies
October 20, 2022
We are having a similar issue - hubspot is used for prospecting and salesforce for deal management - in our case it doesn't make much sense that the more
kasiabf on September 09, 2022
Hi, I as a super admin I would like the ability to auto-apply specific list criteria for specific teams and users. We have had a few instances where our SDRs have forgotten to exclude customers from the lists they use to send sequences. At the m read more
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