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SarahX
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Member since ‎Oct 21, 2020
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    10
  • Upvotes Given
    57
  • Upvotes Received
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    16

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CExall on May 25, 2023
Group Tags
Have the ability to tag multiple people in one tag instead of adding them individually. For example, create a group in hubspot and give the group a name. Then you can tag that group in a comment, note or any part of HubSpot. 😁
Reply Idea Custom Objects
4 upvotes
3 Replies
SarahX
Contributor
October 03, 2024
I would like to see this feature too. Has anyone found a work around?
KyleM on August 29, 2019
Allow connection of Office 365 shared mailbox to Hubspot shared mailbox
My understanding is you can connect an Office 365 shared mailbox to a personal Hubspot account with IMAP settings, however, this option doesn't seem to bve available for the team shared mailbox connection in Hubspot. This would be extremely usef read more
Reply Idea Integrations
303 upvotes
110 Replies
SarahX
Contributor
September 01, 2024
Our workaround was to temporarily convert it to a personal email with a licence, connect it to HubSpot using the password, then convert it back to a ...read more
karstenkoehler on March 04, 2021
Personalization tokens in tasks created in bulk on selected records
Hey product team! Currently, when tasks are created in bulk from records, there is either default task title ("Task for Company Name") or the option to use a custom title. This custom title doesn't offer the option to use personalization read more
Reply Idea Tasks
37 upvotes
10 Replies
SarahX
Contributor
August 15, 2024
How is this one going? This is big on my wish list.
PamelaSoh on September 18, 2018
Allow reenrollment for activity type criteria
"Activity type" workflow condition is fairly new and it doesn't allow for re-enrollment trigger. There are many instances whereby users want to track sales emails being sent to contacts and to reenroll contacts into the workflow to create tasks read more
Reply Idea Workflows
240 upvotes
58 Replies
SarahX
Contributor
August 11, 2024
Yeah, how are we going on this?
hollyearly on October 01, 2020
Add Meeting Duration into a report that's visible to users
Ideally, we'd like to be able to see the amount of time users are spending in logged meetings throughout the day. At this point, the only way to find out those time it's to physically click into each meeting. It would be very convenient and bene read more
Reply Idea Analytics Tools
166 upvotes
42 Replies
SarahX
Contributor
July 17, 2024
I can not believe that this is not naitively possible. This and reportting on attendees. I just changed a huge work process to make interactions be r...read more
HelenPantel on March 23, 2023
Add possibility to report on meeting attendees
Currently we cannot select or reference meeting attendees in reporting. This would be a very important feature for reporting on sales activities. As several salespeople can attend the same meeting, we're currently unable to accurately report on read more
Reply Idea Sales Reporting
186 upvotes
44 Replies
SarahX
Contributor
July 17, 2024
I just tried to create a meeting report with attendee information and I am absolutely shocked that this is not available. The info is right there! Th...read more
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