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SFG
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Member since ‎Apr 12, 2021
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Jake Nicholson

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SFG
Member
June 09, 2022
Reply to Conversation Inbox: Auto-close specific emails based on subject AND sender, and other filtering
Yes, need something similar to a Gmail filter, so I can automatically mark messages closed based on text in the subject or body.
SFG
Member
April 18, 2022
Reply to Improve cross-object criteria in workflows (ie. at least one associated *object*)
Similarly, I'd like to trigger a workflow based on the most recent call, not "at least one activity has..."
SFG
Member
November 09, 2021
Reply to Zoom Phone calling integration
Currently using Zoom meetings and a mix of Kixie and Hubspot for phone. Would love to consolidate.
SFG on August 30, 2021
Show and filter by deal's associated contacts in list view
When viewing deals in list view, I would like to be able to see and filter by associated contacts. For example, I might want to see all open deals associated with contacts in France. At the moment, I can't seem to do that. Thanks for your h read more
Reply Idea Deals
1 upvote
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SFG
Member
May 27, 2021
Reply to Allow workflows to delete or mark tasks complete
For example, if there is a task for someone to call a contact, but that contact first contacts another member of the team, we need to delete that tas...read more
SFG
Member
April 12, 2021
Reply to Allow a maximum number of meetings per day
This has been a very useful function in Calendly. Would be great to have it on the HS meetings tool as well. Thanks.
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