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tankney
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Membre depuis ‎juil. 31, 2017
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Activité

taylorfriss le Juillet 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 Lire la suite
Répondre Idée Account Settings Contacts & Companies
288 Mentions J'aime
105 Réponses
tankney
Participant
Avril 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 ...Lire la suite
Résolues
realizeit le Mai 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.
Répondre Discussion
6 Mentions J'aime
13 Réponses
tankney
Participant
Juin 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...Lire la suite
seobrien le Novembre 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 Lire la suite
Répondre Idée Contacts & Companies
590 Mentions J'aime
143 Réponses
tankney
Participant
Octobre 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 ...Lire la suite
MG le Mai 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 Lire la suite
Répondre Idée Account Settings
295 Mentions J'aime
104 Réponses
tankney
Participant
Octobre 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...Lire la suite
seliav le Mars 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 Lire la suite
Répondre Idée Workflows
25 Mentions J'aime
11 Réponses
tankney
Participant
Juin 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 ...Lire la suite
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