Profile

TXU
Member
Member since ‎Sep 20, 2020
Message
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    0
  • Upvotes Received
    4
  • Ideas
    4

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Reef Merhi

This user hasn't created a bio yet. Edit your own profile here!

Activity

CScavone on January 18, 2022
Offer Encryption to Allow for PII Storage
Allowing for an additional feature that would allow users to store PII. We are in the financial services sector and using hubspot as as CRM is limited due to the fact we cannot store common information that we need such as our clients account number read more
Reply Idea Properties
27 upvotes
15 Replies
TXU
Member
October 18, 2023
This is a must , many financial and insurance institutions will go to sales force over hubspot for this simple reason.
Heggenes on March 08, 2021
Loom integration
I would love to get integration with Loom the same way Hubspot has with Vidyard. Vidyard is for many very expencive, this is where Loom comes in! Loom is only $8 per month and you get a tonn of features. Please vote on this...
Reply Idea Conversations
150 upvotes
40 Replies
TXU
Member
July 23, 2023
can we get an update on this integration. seems like loom has much better features and works lightning fast compared to vinyard. cost is much bett...read more
TXU on August 07, 2022
Text message reminders to client and contact owner
I really think the meetings link is great. It is a great tool to use . couple things need approvement. so that we don' have to zap or get another calendy or scheduler that can do texting. 1. If the meetings could have a text reminder option read more
Reply Idea Meetings
1 upvote
1 Reply
Jtherrien on March 20, 2019
Newbie to Hubspot. Using for mortgage CRM to manage client and realtor relationships
Hey there HS power users. I need some help accomplishing a few tasks. I will be using the CRM and really nothing else as of now. I receive referrals from Realtors, financial advisors, divorce attorneys etc. When they send me a referral I enter the c read more
Reply Discussion Contacts
0 upvote
11 Replies
TXU
Member
April 24, 2022
GB3- and or any other loan officers if your still open to collaboration with loan officers. I would love to share some of the things I have been d...read more
TXU on April 22, 2022
Mobile app show sales message activity
There are many important text messages that go out and sales message seems to have all the integrations to display in hubspot webased but not hubspot mobile. Could the text messages be displayed in the activity on the mobile app as it does on web b read more
Reply Idea Activity Feed
0 upvote
0 Reply
TXU on January 28, 2022
Create custom token for Users (Deal Owner )
Please find a way to add more tokens in addition to the ones circled for the User (Deal Owner). the deal owner is the sales person , the templates should be able to populate the sales persons phone number, personal landing page, or any other uni read more
Reply Idea Marketing Emails
2 upvotes
1 Reply
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.