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ki392
Participant | Diamond Partner
Member since ‎Oct 5, 2020
  • solutions
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  • Replies
    2
  • Upvotes Given
    23
  • Upvotes Received
    2
  • Ideas
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Kelsey Ingram

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Activity

ki392 on February 01, 2023
As part of the roll out of custom objects, we really need the ability to associate a survey with a custom object. We track Services Provided as a custom object in HubSpot, and it would be soo helpful to be able to associate the feedback with the Ser read more
ki392 on January 30, 2023
This is an extremely common use case for non-profits, particularly using the Salesforce integration. Salesforce uses contact roles to determine whether a contact is getting hard credit or soft credit for a gift. When that data syncs over to HubSpot, read more
paytek_haley on December 22, 2020
I want my reps to be able to edit records they are assigned to, but not have the ability to create a new record (deal, company or contact). With anyone being able to create a record, we deal with duplicates, false information, and skewed data. read more
Participant | Diamond Partner
January 09, 2023
This is really important to data quality/stewardship, especially in an environment with custom objects that expand the use of HubSpot beyond traditio...read more
Mindspan on January 29, 2021
I would have thought this was basic functionality within HubSpot; however, this doesn't seem to be the case according to support. All I want to do is create an active list of contacts assocaited with an active list of companies. E.g. I have a l read more
55 upvotes
15 Replies
Participant | Diamond Partner
January 08, 2023
This is super basic! I need to be able to create a list of contacts based on the products and services that their company receives, which is tracked ...read more
Phil_Vallender on February 21, 2021
Dependant form fields are a great way of showing users different form fields/properties based on their selection in another. In some situations, however, we really need to be able to show a subset of the values within one property based on the read more
129 upvotes
24 Replies
Participant | Diamond Partner
January 08, 2023
This is standard CRM functionality that we need! In order to ensure data quality, you need to be able to limit the number of dropdown options in a se...read more
JoeMayall on April 07, 2021
A new public beta enables you to sync custom objects from Salesforce into HubSpot. With this new Salesforce integration feature, you can seamlessly set up a new custom object sync and start pulling records into HubSpot. With every custom object syn read more
0 upvote
18 Replies
Participant | Diamond Partner
December 21, 2022
Also coming here to say we REALLY need the two-way sync with Salesforce custom objects! It defeats half the purpose of having the sync. Having the vi...read more
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