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HGilpin
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Nov 6, 2020
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  • Replies
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  • Upvotes Given
    13
  • Upvotes Received
    40
  • Ideas
    3

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Holly Gilpin

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Activity

hjohnston on April 17, 2020
Create multiple contacts from one form submission
When onboarding new clients, our company uses a HubSpot form to collect things like company name, company brand guidelines, ideal meeting times, and other items to help us set up our marketing engagement. We would like to include a field for the read more
Reply Idea Forms
91 upvotes
20 Replies
HGilpin
Participant | Elite Partner
May 18, 2021
We would also like this function. We're designing a custom referral program using Hubspot where a student enters friends a family names in order for...read more
HGilpin on February 25, 2021
Restrict ticket ownership by pipeline to a team or users
Hello! This is for the Service hub. Currently you can restrict inbox ownership to team(s) or user(s). However, ticket ownership within a pipeline is wide open. When the service reps click the drop down to assign an owner, they see every pe read more
Reply Idea Tickets
28 upvotes
12 Replies
Solved
KristenC on November 25, 2020
Assign Pipeline Based on Inbox
Hi, We have multiple service pipelines based on the level of support they have signed up for. We have set up multiple conversation inboxes to separate those levels. We are trying to have each inbox assign the tickets to a specific pipeline rather read more
Reply Discussion Professional
0 upvote
6 Replies
HGilpin
Participant | Elite Partner
January 15, 2021
> When creating/editing inboxes or connecting/editing channels, it's not possible to select specific pipelines. You actualy CAN assign dif...read more
BenjaminSF on April 10, 2020
Customize what information is shown on information cards on right sidebar
Currently, there is no way to customize what information is shown on the right hand side bar within the information cards. For example, if you're in a contact record, the company contacts will be listed to the right, however it only shows thei read more
Reply Idea Contacts & Companies
212 upvotes
46 Replies
HGilpin
Participant | Elite Partner
January 07, 2021
Just trained our client's customer service team. They requested to be able to see the contact address from the ticket view, and our thought was to cu...read more
DerrickCameron on June 22, 2020
Add team signature when sending from shared email outside of Conversations
At present, if you reply by email to a Ticket from the Ticket page, using the Shared Team Email address, HubSpot does not add the Team Signature. However, it does add the Team Signature if you respond to a Ticket from within the Conversation I read more
Reply Idea Connected Email
171 upvotes
79 Replies
HGilpin
Participant | Elite Partner
January 07, 2021
agreed - I think we need to do a campaign to get as many up votes as possible on this one! Hard to get my team to support this new service program wi...read more
DerrickCameron on June 22, 2020
Add team signature when sending from shared email outside of Conversations
At present, if you reply by email to a Ticket from the Ticket page, using the Shared Team Email address, HubSpot does not add the Team Signature. However, it does add the Team Signature if you respond to a Ticket from within the Conversation I read more
Reply Idea Connected Email
171 upvotes
79 Replies
HGilpin
Participant | Elite Partner
January 07, 2021
agreed - I think we need to do a campaign to get as many up votes as possible on this one! Hard to get my team to support this new service program wi...read more
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