CWardle

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

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Caitlyn Douglas

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アクティビティ

MikeD13 5月 04日, 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 続きを読む

返信アイデア Integrations

11 いいね！

4 コメント

CWardle

参加者

5月 17日, 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...続きを読む

Andrewyaprs 9月 02日, 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 続きを読む

返信アイデア Integrations

54 いいね！

26 コメント

CWardle

参加者

5月 17日, 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 ...続きを読む

CWardle 5月 11日, 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 続きを読む

返信アイデア Workflows

0 いいね！

0 コメント

Cherisse 4月 19日, 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 続きを読む

返信アイデア Contacts & Companies Workflows

480 いいね！

142 コメント

CWardle

参加者

5月 09日, 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...続きを読む

Arun_Opto22 11月 29日, 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 続きを読む

返信アイデア Sales Reporting

27 いいね！

11 コメント

CWardle

参加者

5月 04日, 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...続きを読む

ttopfer 10月 09日, 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 続きを読む

返信アイデア Website & Landing Page Editor

142 いいね！

28 コメント

CWardle

参加者

5月 04日, 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...続きを読む

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