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LTraikoff
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Member since ‎Mar 29, 2021
  • solutions
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  • Replies
    3
  • Upvotes Given
    19
  • Upvotes Received
    14
  • 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
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
7 upvotes
2 Replies
LTraikoff on September 24, 2021
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?
LTraikoff on September 24, 2021
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
LTraikoff on June 21, 2021
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...
0 upvote
0 Reply
roop on August 28, 2018
Currently we can only center workflows around a contact date property. Can you add this functionality to company date properties.
75 upvotes
23 Replies
Participant
June 21, 2021
Why is this not already an option? ActiveCampaign implemented this option years ago...
LTraikoff on May 20, 2021
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
1 upvote
0 Reply
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