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TXU
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Mitglied seit ‎Sep 20, 2020
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CScavone on Januar 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 Beitrag ansehen
Antworten Idee Properties
27 Likes
15 Antworten
TXU
Mitglied
Oktober 18, 2023
This is a must , many financial and insurance institutions will go to sales force over hubspot for this simple reason.
Heggenes on März 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...
Antworten Idee Conversations
150 Likes
40 Antworten
TXU
Mitglied
Juli 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...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Meetings
1 Likes
1 Antwort
Jtherrien on März 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 Beitrag ansehen
Antworten Diskussion Contacts
0 Likes
11 Antworten
TXU
Mitglied
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...Beitrag ansehen
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 Beitrag ansehen
Antworten Idee Activity Feed
0 Likes
0 Antwort
TXU on Januar 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 Beitrag ansehen
Antworten Idee Marketing Emails
2 Likes
1 Antwort
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