CWardle

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solutions
1
Replies
2
Upvotes Given
29
Upvotes Received
11
Ideas
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Caitlyn Douglas

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Activity

MikeD13 on May 04, 2021

Custom Mapping of Fields with Docusign Integration

Rather than limiting the custom field integration to "matched" options, users should be able to map additional fields when creating Custom Fields within the DocuSign integration to allow for more flexibility when pulling in pertinent data to a parti read more

Reply Idea Integrations

11 upvotes

4 Replies

CWardle

Participant

May 17, 2022

Badly needed upgrade to the integration. We supply an application form to our candidates to gain much of their information. In order to capture a...read more

Andrewyaprs on September 02, 2021

HubSpot - Docusign Integration: Custom Properties mapping to Docusign template

Submitting this idea on behalf of a customer here. At the moment o nly predefined HubSpot fields can be used in DocuSign templates. This includes a range of properties across the objects of contact, company, or deal. It would be re read more

Reply Idea Integrations

50 upvotes

24 Replies

CWardle

Participant

May 17, 2022

Badly needed upgarde to the integration. We supply an application form to our candidates to gain much of their information. In order to capture and ...read more

CWardle on May 11, 2022

"Is unknown" trigger caveat in workflows

I have workflows set up to automatically assign lead sources to our contacts depending on where they come from. With our ads setup though, our Google Ads redirect to our landing page, and so what's happening is that the contact will enrol through th read more

Reply Idea Workflows

0 upvote

0 Reply

Cherisse on April 19, 2021

Adding Notes via Workflows

We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more

Reply Idea Contacts & Companies Workflows

407 upvotes

129 Replies

CWardle

Participant

May 09, 2022

Upvote! Would be extremely helpful, especially if we are able to automate the note to be pinned at the same time. Look forward to seeing this in deve...read more

Arun_Opto22 on November 29, 2017

Permissions to Edit Sales Dashboard

I think there should be the ability to limit the permission to edit the Sales Dashboard. I've made the dashboard look like I want it to for my sales team...but individual salespeople have the ability to go in and modify it...but it is a "global" vi read more

Reply Idea Sales Reporting

26 upvotes

11 Replies

CWardle

Participant

May 04, 2022

Absolutely agree, I have 6 country dashboards that need to be visible globally but I have to go manually check every week to make sure no team member...read more

ttopfer on October 09, 2018

Build a Customer Forum

Since Hubspot has this Community Forum, wouldn't it be cool if we could offer this same functionality to our clients? We want to be able to allow our customers to provide ideas and feedback and vote on these and receive comms from us about them - ju read more

Reply Idea Website & Landing Page Editor

139 upvotes

28 Replies

CWardle

Participant

May 04, 2022

This would be a fantastic add-on for our company and especially looking to expand further with our tech across AP / Global without adding more softwa...read more

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