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LTraikoff
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Member since ‎Mar 29, 2021
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  • solutions
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  • Replies
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  • Upvotes Given
    19
  • Upvotes Received
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  • 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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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
2 Replies
LTraikoff on September 24, 2021
Auto fill contact names
There is clearly a contact name associated with most contacts (see photo, I blacked out info for privacy) however this contact was not filled with the correct name. Is there a way to auto-fill based on this email contact name?
Reply Idea Contacts & Companies
1 upvote
0 Reply
LTraikoff on September 24, 2021
Admin Contacts
Lots of companies have group emails such as hello@companyname.com . It would be fantastic if there was a specific type of contact record for these contacts. This contact type typically wouldn't take a first/last name or general info but would read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
LTraikoff on June 21, 2021
Why is HS showing UTC for all time zones?
Why is HubSpot showing "UTC" as my default time zone when it's set to EST? These are not the same thing... Every time zone is marked as UTC, this is a singular time zone at 0 longitude...
Reply Idea HubSpot Support
0 upvote
0 Reply
roop on August 28, 2018
Workflows centered on date property
Currently we can only center workflows around a contact date property. Can you add this functionality to company date properties.
Reply Idea Workflows
75 upvotes
23 Replies
LTraikoff
Participant
June 21, 2021
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
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