Profile

SLindmont
Member
Member since ‎Mar 15, 2021
  • solutions
    0
  • Replies
    0
  • Upvotes Given
    19
  • Upvotes Received
    0
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Sara Lindmont

Expanding client's single source of truth with the first middleware build specifically for HubSpot.

Activity

Stefan_PSV on May 31, 2021
Hello there, in deal-based workflow e-mails, it is possible to use the contact and its assigned company for personalization. For our customers it is very often the case that deals are assigned to a different company than the contact (e.g. NO co read more
Member
February 23, 2022 13:04
My client is struggling with this as well. They are creating a workflow that is deal triggered to upsell on another pipeline at a certain stage. For ...read more
charingkam on November 08, 2018
Hi, I created a report that used cross reporting across contacts and companies, and within the report I can add a date filter. However, when I add it to my sales dashboard, the date filter for the whole dashboard doesn't seem to affect read more
247 upvotes
85 Replies
Member
May 17, 2022 03:57
This is essential!
GBcutler on February 16, 2021
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
61 upvotes
17 Replies
Member
April 26, 2022 02:46
I'll echo the comments here that extended reporting for Playbook use/input is vital. We want to ensure we have fluidity with our playbooks and they c...read more
SLindmont on April 08, 2021
We are a HS Partner that helps customers integrate other systems with HS. My tech team uses Internal ID for Properties instead of Name. The Properties page with the columns is great but I would like to add Internal ID as an option for easier communi read more
0 upvote
0 Reply
lrn24 on January 02, 2019
When creating a task, it defaults to being due at 5 pm. There is no way to change the default for this. You need to manually change every task which is time-consuming. There should be an option for default this time to one of your choosing.
393 upvotes
175 Replies
October 06, 2021 03:39
The ability to toggle times on and off would be great. I personally prefer to have times on taks and I like to space them out throughout my day. But ...read more
Bookmark content for quick access to your helpful threads.
There aren't any posts from you just yet. C’mon, don’t be shy :)

Following

The Community experience is always better if shared with others. Here’s somone who might be able to help you get started.
Community Badges

My Groups

Looks like you haven’t subscribed to any Groups just yet. It’s ok, here’s some groups that might be relevant for you or
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.