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SLindmont
Teilnehmer/-in | Platinum Partner
(She/her)
Teilnehmer/-in | Platinum Partner
Mitglied seit ‎Mär 15, 2021
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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.

Aktivität

JoJohanna on Juni 02, 2020
Analyzing Snippets
It would be very helpful to be able to analyze the use and the response rate to Snippets (that contain a link for example).
Antworten Idee Snippets & Templates
152 Likes
45 Antworten
SLindmont
Teilnehmer/-in | Platinum Partner
Dezember 01, 2023
Yes please. As an integration partner, our clients like to use Snippets to extend some features in HS, but it only works if they can report on those ...Beitrag ansehen
BenCastelli on Dezember 13, 2021
Display values in currency with dollar sign and decimal places
When you use Sum (amount in company currency) on a custom Deals report, the values in the report do not look like currrency. They have no dollar sign and do not have two places after the decimal. It would be very helpful, particularly for peo Beitrag ansehen
Antworten Idee Dashboards & Reports
60 Likes
11 Antworten
SLindmont
Teilnehmer/-in | Platinum Partner
Oktober 21, 2023
Management is struggling reading reports on our dashboards because the $ is missing in the display. This is available when you use other report modul...Beitrag ansehen
Gelöst
GKell on Juli 21, 2021
Reports not displaying as currency
When using Custom Report Builder and looking to sum by Amount in Company Currency, my results are showing as a basic number, not as currency: However, when I use a Single Object report, it shows as a currency. What am I missi Beitrag ansehen
Antworten Diskussion Enterprise
12 Likes
4 Antworten
SLindmont
Teilnehmer/-in | Platinum Partner
Oktober 16, 2023
2023 and this still seems to be an issue. HubSpot, please fix. I've put in a support ticket as well for more visibility.
dzsigray on Januar 03, 2022
Ability to Remove One's Account from Portals
As with most marketing agencies, we have some clients who go elsewhere after working with us. These clients add us to their HubSpot portals, and they appear in our HubSpot Accounts list ( https://app.hubspot.com/myaccounts-beta ). However, once our Beitrag ansehen
Antworten Idee Users & Teams & Permissions
7 Likes
3 Antworten
SLindmont
Teilnehmer/-in | Platinum Partner
Oktober 12, 2023
As a partner that also uses a lot of development accounts for clients plus their live account, I need the ability to remove myself from accounts. It'...Beitrag ansehen
TMF1090 on März 05, 2019
Use sequences properties and activity as Contact filters in Lists and Workflows
We have multiple sequences running and need to be able to create list of contacts who have been enrolled into a sequence. This allows us to run different types of field, email and product/services campaigns based upon the location of the contacts Beitrag ansehen
Antworten Idee Sequences
437 Likes
119 Antworten
SLindmont
Teilnehmer/-in | Platinum Partner
Oktober 02, 2023
Another wish list item, while you are making enhancements to Sequence data availability, allow the Name of the Sequence to be available through the A...Beitrag ansehen
sidsaha on Mai 15, 2020
Dashboard filter settings to be saved
Hi, I wanted to create similar Dashboards for each of my sales reps and save it. For that I was trying to use the Dashboard filter and filter the reports by Deal Owners. However whenever I close the Dashboard for one rep or go to some other rep's da Beitrag ansehen
Antworten Idee Sales Reporting
30 Likes
7 Antworten
SLindmont
Teilnehmer/-in | Platinum Partner
September 27, 2023
So excited for the new dashboard filters, but then found they aren't saving when other users log into the same board. This update looked like it woul...Beitrag ansehen
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