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LTraikoff
Participant
Member since ‎Mar 29, 2021
Message
  • solutions
    0
  • Replies
    3
  • Upvotes Given
    19
  • Upvotes Received
    17
  • Ideas
    5

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Lucas Traikoff

My background is centered around real estate marketing and automation. Currently, I lead efforts at InvestNext, to grow our marketing channels.

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Solved
LTraikoff on December 08, 2021
Required Fields for Quote
It would be really great if HubSpot had options where we can require fields to be filled in prior to sending a quote to a customer. Example: To send a quote, you must have the following: - Attached Company - Attached Deal - Custom field read more
Reply Discussion Enterprise
8 upvotes
3 Replies
LTraikoff
Participant
June 21, 2021
Reply to Workflows centered on date property
Why is this not already an option? ActiveCampaign implemented this option years ago...
LTraikoff on May 20, 2021
Meeting Start Time - Actionable Property
We use meetings to manage our inbound pipeline. I would like to create an internal reminder triggered by the meeting start time, my use case would look like the following: Wait until 5 minutes before "Meeting start time" Send notification wi read more
Reply Idea Meetings
3 upvotes
2 Replies
LTraikoff
Participant
May 20, 2021
Reply to Add Captcha on embedded meeting tool
I definitely wouldn't mark this as a solution. We're seeing spam-related leads scheduled on our calendars regularly. CAPTCHA enablement would really ...read more
LTraikoff
Participant
May 20, 2021
Reply to Add Captcha in meetings tool
PLEASE Add this feature.
LTraikoff
Participant
April 13, 2021
Reply to Hidden Meeting Fields
Yes, same here. Please allow for this option.
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