DGallegos

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solutions
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Replies
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Upvotes Given
10
Upvotes Received
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Activity

nia_fru on September 17, 2020

Allow Meeting Links sent from Tickets to auto-associate resultant Meetings with the Ticket

Often, Tickets need to be resolved over a screenshare, and Meetings have been invaluable in making that easier. However, when the Meeting is booked, it ends up only associated with the Company and the Contact. If working off the Ticket alone, as mos read more

Reply Idea Meetings Tickets

40 upvotes

12 Replies

DGallegos

Participant

June 07, 2023

This would be super helpful. We leverage tickets for a number of processes in our business. This association would help greatly.

JaclynSchmitz on January 28, 2020

Ability to A/B Test with Sequences

It would be great to have the ability to easily a/b test with email sequences. Certain emails within the sequence may perform better with variable wording, but there is no easily way to test this.

Reply Idea Sequences

362 upvotes

125 Replies

DGallegos

Participant

June 07, 2023

This is huge! I will gladly volunteer for testing.

dkinman7 on August 10, 2020

Sequence Meeting Tracking Flexibility/Options

It would be extremely helpful to have more flexibility with meeting tracking within sequences. Right now it ONLY counts as a meeting if the prospect/subscriber schedules a meeting using a link within an email they get during the sequence. However read more

Reply Idea Sequences

40 upvotes

18 Replies

DGallegos

Participant

June 14, 2022

Seems silly not to have. Why wounldn't there be a way to add a result to the call task that significes 1. a call connect, and 2. that you booked a ...read more

Solved

DGallegos on May 17, 2022

Lifecycle Stage when no longer a customer

I would love to hear how others are handling Lifecycle Stage when a Customer is no longer a customer. When someone Churns. Are you recycling after a set amount of time to an MQL? SQL? Are you clearing the Lifecycle Stage? Are you leaving it read more

Reply Discussion Enterprise

0 upvote

2 Replies

Cherisse on April 19, 2021

Adding Notes via Workflows

We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more

Reply Idea Contacts & Companies Workflows

479 upvotes

139 Replies

DGallegos

Participant

September 15, 2021

Huge supporter of this idea! We are going through a process update and would like to leave a disclaimer/reminder on all of our deals. A task is not...read more

Sarah_M on February 09, 2021

Reporting for subscription type and date by contact count

According to Hubspot Support, there's no way to build a report for # of Subscribers (by specific subscription type) by Month by Count of Contacts. I simply want to report on number of new subscribers monthly to our blog subscription.

Reply Idea Dashboards & Reports

102 upvotes

20 Replies

DGallegos

Participant

August 25, 2021

Update! I did some digging. Communication Subscription Types (Email Subscription) can be accesed through the "Create a List" feature. Not access...read more

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