juliablkdg

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juliablkdg on Abril 12, 2022

Import from Phone with Company name

Can we add the ability to import Company name when importing from iOS? Thanks.

Responder Idéia Contacts & Companies

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dwang83 on Novembro 06, 2019

Parsing email content into crm

I have a situation where leads are sent from a third party vendor via email. I want to be able to parse the contents of the email (which is the lead informaiton) and create a contact in HubSpot. How can this be done? Please see screenshot be Leia mais

Responder Discussão Contacts

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juliablkdg

Participante | Parceiro Ouro

Março 22, 2022

Thank you! Appreciate that. Ours has nothing to do with purchased lists but good reminder for the thread!

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dwang83 on Novembro 06, 2019

Parsing email content into crm

Responder Discussão Contacts

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juliablkdg

Participante | Parceiro Ouro

Março 22, 2022

Thank you! Appreciate that. Ours has nothing to do with purchased lists but good reminder for the thread!

matt162425 on Julho 30, 2020

Create a saved list of tasks "templates" that I can automatically associate to multiple contacts

I think it would be really useful to add a "Task Template/List" feature to the Tasks function of HS. What I am talking about is: You create a list say "New Client Tasks" For users that use the CRM but have other systems like DotLoop or xyz whe Leia mais

Responder Idéia Deals Lists Sales Reporting Sequences Tasks Workflows

19 avaliações positivas

2 Respostas

juliablkdg

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Fevereiro 03, 2022

I agree! This is something many of our clients have had in other CRM programs and resent that Hubspot doesn't have it.

nm2 on Junho 09, 2020

Notification when team creates (or modifies) a new property

Hi! Would be amazing if Hubspot can set up notifications for changes that happen internally for the team by those with access. For example: - when a new property is created - when a new pipeline or deal stage is created Most important is n Leia mais

Responder Idéia Users & Teams & Permissions

12 avaliações positivas

2 Respostas

juliablkdg

Participante | Parceiro Ouro

Dezembro 15, 2021

I agree! New property added to a property group would be specifically awesome, as our API creates new properties and without this I have to remember ...Leia mais

usmiclow on Outubro 20, 2017

Automatic Phone Number Formatting

When a phone number field has data put into it, it is up to the User to format it the way they deem appropriate. That is not the most user-friendly or data-centric approach. This is a good way to allow users to enter incorrect or sloppy data and cau Leia mais

Responder Idéia Calling Contacts & Companies

465 avaliações positivas

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juliablkdg

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Dezembro 01, 2021

This would be so useful - our SMS keeps attempting sends to invalid numbers and there is no way to check this before they attempt to send.

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