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ACarlaw
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Membre depuis ‎avr. 7, 2021
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Andrea Carlaw

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ACarlaw le Juin 12, 2022
Delete or hide the default task views & show counts
Our team is heavily using the tasks feature, but we have created views to split our work into 'types' (e.g. internal work, customer follow ups etc). These suit our needs, and I would love to hide the default task views such as 'today' and 'overdue Lire la suite
Répondre Idée Tasks
0 Mention J'aime
0 Réponse
azalaquett le Octobre 09, 2020
Allow custom email activity association with Deals via Outlook
Ok, HubSpot! You've done it for your Gmail users - and your Outlook users would greatly appreciate some love. Please create the ability when sending an email via an Outlook connected Sales inbox to CHOOSE which Deals the email gets associated to. Lire la suite
Répondre Idée Sales Email Extensions & Add-Ins
58 Mentions J'aime
45 Réponses
ACarlaw
Participant
Juillet 04, 2021
@Flora is there a way to do this for calendar appointments? I've fixed the settings that auto associate emails to all related deals for that contac...Lire la suite
barthoubn le Mai 15, 2019
Possibility to disable automatic association to deals
We have set up integration of Hubspot CRM with Gmail. If one of my colleagues emails a contact, this email is automatically associated with the last X open deals where this contact is connected to. For us this does not make sense at all. Let Lire la suite
Répondre Idée Deals
131 Mentions J'aime
84 Réponses
ACarlaw
Participant
Juillet 04, 2021
@Scollinsdesacc do you know if there's a way to prevent calendar appointments from auto associating to deals? The settings in the add in prevent em...Lire la suite
Résolues
whatthej le Août 21, 2020
Email Tracking not suppressing my opens
I'm using the Outlook Hubspot Sales Add-in on Outlook 2019 MSO 16.0 64 bit on a Win10 environment. Whenever I open a tracked e-mail in my sent items, it registers as an e-mail open in Hubspot. I understand this is not meant to happen as my IP is sup Lire la suite
Répondre Discussion Outlook Desktop Add-In Tracking & Logging
0 Mention J'aime
6 Réponses
ACarlaw
Participant
Avril 22, 2021
I don't think we can use that one as it doesn't seem to have the ability to tag the email against a deal at the time of sending. Bummer 😞
Résolues
whatthej le Août 21, 2020
Email Tracking not suppressing my opens
I'm using the Outlook Hubspot Sales Add-in on Outlook 2019 MSO 16.0 64 bit on a Win10 environment. Whenever I open a tracked e-mail in my sent items, it registers as an e-mail open in Hubspot. I understand this is not meant to happen as my IP is sup Lire la suite
Répondre Discussion Outlook Desktop Add-In Tracking & Logging
0 Mention J'aime
6 Réponses
ACarlaw
Participant
Avril 22, 2021
I don't think we can use that one as it doesn't seem to have the ability to tag the email against a deal at the time of sending. Bummer 😞
agnsob le Septembre 10, 2018
Internal emails sent from deal workflow
I was trying to build a new deal-centered workflow. Whenever the deal is moved to closed lost / won , we want to send an internal notification to the commercial team members. Currently, it is only possible to send an external marketing email. Lire la suite
Répondre Idée Deals Workflows
28 Mentions J'aime
20 Réponses
ACarlaw
Participant
Avril 07, 2021
Just jumping in as it's been another ~6 months and it seems like a very valid request - did anyone work out how to get company information into a dea...Lire la suite
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