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JenNS1
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Membre depuis ‎déc. 9, 2020
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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  • Idées
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benjohnson le Septembre 24, 2018
Import Contacts and Match on Field Other than Email Address
Is it possible to use HubSpot's import feature to update Contact records using a field other than email address as the primary key? Some possible options: We send HubSpot a hashed version of the email address, which HubSpot uses to match to th Lire la suite
Répondre Discussion
3 Mentions J'aime
5 Réponses
JenNS1
Contributeur
Mai 19, 2021
Thank you, will look into the Import2 Wizard. We need to refresh out data from another system without creating 100,000 duplicates!
jfreeley le Mai 16, 2021
List logic for birthdays
Support rep posting on behalf of a customer: It would be helpful if there were a way to use a list to filter contacts who have a birthday on a given day of the year. Currently, the logic operates with a year, so the date doesn't work as needed.
Répondre Idée Lists
20 Mentions J'aime
4 Réponses
JenNS1
Contributeur
Mai 18, 2021
This would be a great idea. It's already mentioned a few times. https://community.hubspot.com/t5/CRM/Recurring-Birthdays-in-Contact-List/m-p/43704...Lire la suite
MichiEck le Mai 30, 2018
Date of Birth and Age
We use several target groups for different ages (for example 18-25, 30plus, 50plus) therefore we require a solid way how to categorize the age of a contact. Furthermore, this would allow to send Birthday-Mails or to set task for a call. Date Lire la suite
Répondre Idée Contacts & Companies
82 Mentions J'aime
31 Réponses
JenNS1
Contributeur
Mai 18, 2021
This would be a valuable addition to HubSpot. Currently using a manual process and excel, not ideal
DBellamy le Mai 01, 2017
Zip Code Segmenting
There should be a way to segment lists by email so I can target leads that are within a certain distance of a set location. I can easily geotarget with every other platform. This one should, too.
Répondre Idée Lists
77 Mentions J'aime
32 Réponses
JenNS1
Contributeur
Avril 26, 2021
The Smart List / Active List hack works for this... Then to get a list of Post Codes with the semi colons added. 1) Paste list into excel 2) i...Lire la suite
Rory_Henson le Novembre 06, 2020
Add internal chat function
Challenge: when introducing Hubspot to the team, I find there is a challenge whereby people are used to using their emails and therefore spend less time on hubspot and communicating internally on deals. Idea: I would like to create an inter Lire la suite
Répondre Idée Deals
38 Mentions J'aime
19 Réponses
JenNS1
Contributeur
Avril 20, 2021
Would also be very handy to have so that we can keep our team in HubSpot environment all day.
JenNS1 le Avril 09, 2021
Map an inbox email / ticket to a new contact
We have external partners send us referrals via email - which comes into our inbox as a ticket Unable to be through a referral form designed by us. It would be great if we could map these incoming emails to fields in a new contact profile and Lire la suite
Répondre Idée Tickets
1 Mention J'aime
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