Jindrich

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Member | Diamond Partner

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khughes on April 03, 2017

Add CC and BCC capabilities to emails from HubSpot

We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this. Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email f read more

Reply Idea Marketing Emails

739 upvotes

228 Replies

Jindrich

Member | Diamond Partner

November 11, 2021

I agree, there should be an option to cc people on marketing emails. Options should include contact owner, Specific HubSpot User, HubSpot teams an...read more

Jindrich on May 10, 2021

Support chat for Partners not allowing access to other portals

As we all know, one has to use the Help chat from the portal that we asking about. In some cases, this can be troublesome. It is very limiting for us as a Diamond agency, not to be able to address all portals in our portfolio from our Partner read more

Reply Idea HubSpot Support

0 upvote

0 Reply

Jindrich on April 29, 2021

Sandbox portal limitations / ability replicate portal / migrate "Hubs" from dev to live portal.

Hi, As diamond agency doing a decent amount of developments that include API's an inability to create a save staging environment to test and get client signoff on new features setup is very problematic. This is a core feature that adds additional read more

Reply Idea Partner Tools

5 upvotes

4 Replies

HubSpotMaster on January 28, 2019

Ability to copy workflows between clients

Please implement a copying function for workflows that's similar to transferring templates from one portal to another. It would save HubSpot partners a lot of time if we could copy workflows we've built from one client portal to another. Currently, read more

Reply Idea Workflows

63 upvotes

21 Replies

Jindrich

Member | Diamond Partner

April 29, 2021

This is a core feature that will allow us to move approved template designs between dev and live portal. +1

Charmaine on September 09, 2019

Add "Time" field type for custom property

It would be great if we could have a custom field type that was for "time." This property would let me select the time for an appointment as well as the time zone. It would help when trying to create workflows to trigger based off appointme read more

Reply Idea Account Settings Contacts & Companies Deals Sales Reporting Workflows

193 upvotes

69 Replies

Jindrich

Member | Diamond Partner

February 04, 2021

Please add this. As HubsSpot partner, we are rolling out Custom Objects for multiple clients. The inability to store time and date with time makes e...read more

jmoss on November 12, 2019

Using workflows to autocreate quotes

I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.

Reply Idea Products & Quotes

258 upvotes

92 Replies

Jindrich

Member | Diamond Partner

November 02, 2020

@ethankopit As suggested in the original post. The quote is auto-generated based on form submission. Therefore are talking about contact workflow...read more

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