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janewongktj
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Member since ‎Sep 11, 2020
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janewongktj on March 02, 2022
Global search across workflows for a contact property
It would be great if we are able to do a global search across all of our active workflows on a specific contact property to see which workflow is currently used or would be edited automatically. Currently, we could only manually click into each c read more
Reply Idea Workflows
0 upvote
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janewongktj on October 11, 2021
Workflow to update Contact Property based on Meetings information
Hi, Our school uses Calendly Integration with Hubspot to manage parent visits appointments. Whenever we have a visit booked, it will appear on the activity timeline, with the information on the date, time booked. I've tried unsuccessfully to cr read more
Reply Discussion Professional
0 upvote
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KyleJepson on July 11, 2021
How do you qualify leads?
How do you uncover your leads' needs and goals? Have you ever had a conversation where you did an especially good job getting your prospect talking? Share your stories in the comments below! *To learn more about this, check out the Unders read more
Reply Discussion
84 upvotes
379 Replies
janewongktj
Participant
August 05, 2021
I fully agree - active listening is crucial for our team in our sales call, as we can then gather enough vital information to help us convert the lea...read more
StephK on April 15, 2020
Conversation Inbox: Auto-close specific emails based on subject AND sender, and other filtering
We've recently moved from using Gmail to using Hubspot's Conversation Inbox to manage our emails. In Gmail, we have been making use of the filters for auto-labelling, auto-archiving etc. These sorts of features are currently missing from Hubspo read more
Reply Idea Conversations
19 upvotes
4 Replies
janewongktj
Participant
September 22, 2020
Our school had also recently transitioned to using Conversations from gmail. The auto filtering, labelling, sorting and color coding of our emails ...read more
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