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tankney
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Member since ‎Jul 31, 2017
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Activity

taylorfriss on July 11, 2017
Export All Properties in CSV.
We just switched over to HubSpot from Salesforce and are trying to do an audit on which properties we have - so we can find duplicates and either merge or delete them. It would be great if we could export all existing Properties in our system with t read more
Reply Idea Account Settings Contacts & Companies
288 upvotes
104 Replies
tankney
Participant
April 22, 2020
One item I would add to this would be the ability to Export Contact Properties by Property Group. Just having the properties doesn't tell the whole ...read more
Solved
realizeit on May 24, 2017
Merging Contacts
When I merge two contacts, it would be nice if the newly merged document included all the data of the two. I just did a merge and lost the phone number, job title, and all the other info that I'd spent much time collecting. A real PITA.
Reply Discussion
5 upvotes
13 Replies
tankney
Participant
June 17, 2019
Merging contacts is always a horrible task for me. In a perfect world, I could merge through a screen that shows the properties for contact 1 on the...read more
seobrien on November 29, 2016
More efficient way to find and merge duplicate contacts
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
Reply Idea Contacts & Companies
584 upvotes
143 Replies
tankney
Participant
October 16, 2018
So far I have seen two third-party companies that have already created a solution to this problem through an integration to Hubspot. How is it that ...read more
MG on May 05, 2017
Restrict Editing of Certain Properties and View history of User Edits
Currently if a user has access to edit one contact's property, they have access to edit all contact properties. We have the ability to restrict a user from creating or deleting properties but it would be incredibly helpful to restrict the edit read more
Reply Idea Account Settings
293 upvotes
103 Replies
tankney
Participant
October 16, 2018
This would be a great tool for my company. We have certain custom fields in HubSpot that are applied by workflows but once a field hits a certain le...read more
seliav on March 09, 2018
"Case" Branching Logic in Workflows
Hi, It'd be really helpful if If/Then branches could be based on more than one case. For example, if I want to send a specific email to a contact based a property value, and there are 5 property options, this requires 4 If/then branches. Would b read more
Reply Idea Workflows
25 upvotes
11 Replies
tankney
Participant
June 04, 2018
I was coming in to add this exactly. We have multiple URLs that redirect to a main download page and we need to apply lead sources per URL that we ...read more
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