steveholley

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Steve Holley

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Heggenes le Mars 08, 2021

Loom integration

I would love to get integration with Loom the same way Hubspot has with Vidyard. Vidyard is for many very expencive, this is where Loom comes in! Loom is only $8 per month and you get a tonn of features. Please vote on this...

Répondre Idée Conversations

150 Mentions J'aime

40 Réponses

steveholley

Participant

Septembre 13, 2022

Please do this. I have been using Vidyard's free version and it is great but the jump to paid is not worth the price they are asking. Loom is much ...Lire la suite

steveholley le Octobre 24, 2018

Need a wav player in HubSpot for uploaded files

wav files that are uploaded to a contact, deal, or ticket record will not play when accessed through Chrome browser. I am told this is due to the fact that Chrome does not have a wav file player. HubSpot needs to create their own as these files sa Lire la suite

Répondre Idée Contacts & Companies File Manager

11 Mentions J'aime

4 Réponses

trisaratops le Mai 10, 2017

Option to sync conversations thread assignment to contact ownership

Hi there HS Community, We're excitedly trying out the Chat feature, and noticed that if a sales rep starts chatting with an unowned/new visitor that they don't then get auto-assigned (via the HS Owner field) to that rep. I naturally went to th Lire la suite

Répondre Idée Conversations Workflows

40 Mentions J'aime

8 Réponses

steveholley

Participant

Août 14, 2018

When conversations reach the inbox, we have the ability to assign conversation owners and round-robin those with our service team. We can also creat...Lire la suite

Résolues

zachallen le Juin 13, 2018

The ticket board doesn't include Customer and Contact info

We are in the process of implementing the Service Hub. In testing out managing groups of tickets, we quickly found that there's no customer or contact visible on the ticket board window. There's no available customer or contact field availible to Lire la suite

Répondre Discussion

14 Mentions J'aime

12 Réponses

steveholley

Participant

Juillet 06, 2018

I called Support looking for a solution to this very problem today. Having to search by name instead of popping into the pipeline is a time killer. ...Lire la suite

Kim_GP le Juillet 24, 2017

Customize the close date in deals

When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w Lire la suite

Répondre Idée Deals

334 Mentions J'aime

140 Réponses

steveholley

Participant

Juin 07, 2018

The auto population is causing us an issue too. In my business (insurance) we usually do have a decent idea of expected close date (when the current...Lire la suite

grayson le Février 27, 2017

Customizing "log activity" in HubSpot CRM

Hi HubSpot Development Team, I recommend revisiting the idea to customize log activity in HubSpot Sales. I would like my team to track "Direct Mail," and I've seen others asking about logging texts and in-app messaging. Thanks for cons Lire la suite

Répondre Idée Contacts & Companies

614 Mentions J'aime

251 Réponses

steveholley

Participant

Janvier 11, 2018

I would take it a step further and allow the Activity Types and Outcomes to be customizable.

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