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SLindmont
(She/her)
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Member since ‎Mar 15, 2021
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  • Replies
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  • Upvotes Given
    29
  • Upvotes Received
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  • Ideas
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Sara Lindmont

IntegrateHQ provides middleware for sales and marketing solutions. We automate the flow of data between your systems. I provide HubSpot onboarding incorporating your integration processes for your teams learning. I also help manage projects, train on HS user experience, and ensure customer satisfaction.

Activity

DKC3D on May 12, 2022
Using snippets in task name
Our sales team while creating tasks worked a method to use "COMPANY NAME | CLINET SURENAME - shoet taks discription". We would like to use snippet to for it. Other idea is to make possibility to change defaul name of followup task. Instead of 'Fol read more
Reply Idea Sales Email Extensions & Add-Ins Tasks
3 upvotes
2 Replies
SLindmont
Participant
October 26, 2022
Agreed. I tend to have a lot of the same task types and I want to save myself typing the title out each time. I can put the snippet in the descriptio...read more
JuliaMongeau on April 24, 2018
Remove add a product option when creating a deal
When a user creates a deal, they see the option to add a product. However, some sales professional users don't use products, or don't want all of their team members adding products to deals. If users have the ability to customize which properties yo read more
Reply Idea Deals
75 upvotes
32 Replies
SLindmont
Participant
July 20, 2022
Yes, we work with a lot of clients that connect their ERPs to HubSpot and they do not use the HubSpot line items as it's too limited. It's confusing ...read more
aljones on October 15, 2021
Capitalize Field Values in Report Builder
Does anyone know of a way to have the HubSpot Report show the field values as they are in the property options - I dont know why - but it seems like HubSpot is converting all text to lowercase, which is really annoying because we are hoping to bui read more
Reply Discussion Reports
12 upvotes
13 Replies
SLindmont
Participant
June 02, 2022
Same issue here. We started questioning if our data was correct with the integration we were working on. This looks really unprofessional in our repo...read more
r2davis3 on September 14, 2017
Start a sequence on behalf of another HS user
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
Reply Idea Sequences
371 upvotes
157 Replies
SLindmont
Participant
May 24, 2022
This has been a struggle for my clients that work on teams. They want to create a sequence but the steps need to be assigned to different people with...read more
RichardM50 on February 15, 2021
Email 'type' categorisation
In these days of SO MUCH email communication, seems strange that HubSpot allows you to select a 'Type' for Meetings and Calls - BUT you cannot do it for email! Seems very 1995! Particularly in these Covid days, more and more email is being genera read more
Reply Idea Contacts & Companies
27 upvotes
6 Replies
SLindmont
Participant
May 24, 2022
More and more my clients want to really see the impact of their sales emails. Calls and meetings are often lower than management wants because reps s...read more
Tumbleweed on August 13, 2021
Remove the maximum of only allowing 1000 custom properties
I was creating a form yesterday and suddenly had this message: "You have reached your custom property limit. Please remove a property and try again." I called support and they told me that one is only allowed 1000 custom properties per cli read more
Reply Idea Forms Lists Properties
19 upvotes
5 Replies
SLindmont
Participant
May 20, 2022
We are a partner that designs and delivers middleware solutions to connect HubSpot with over 30 applications, including popular ERPs which contain a ...read more
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