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SFG
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Member since ‎Apr 12, 2021
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Jake Nicholson

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Activity

StephK on April 15, 2020
Conversation Inbox: Auto-close specific emails based on subject AND sender, and other filtering
We've recently moved from using Gmail to using Hubspot's Conversation Inbox to manage our emails. In Gmail, we have been making use of the filters for auto-labelling, auto-archiving etc. These sorts of features are currently missing from Hubspo read more
Reply Idea Conversations
23 upvotes
5 Replies
SFG
Member
June 09, 2022
Yes, need something similar to a Gmail filter, so I can automatically mark messages closed based on text in the subject or body.
Jin on April 12, 2022
Improve cross-object criteria in workflows (ie. at least one associated *object*)
Submitting on behalf of a customer - Currently, the expected behaviour in workflows is that: When a cross-object criteria is included (either as an enrollment trigger or within if/then branches), we are only scanning to see if 'at least o read more
Reply Idea Lists Workflows
6 upvotes
3 Replies
SFG
Member
April 18, 2022
Similarly, I'd like to trigger a workflow based on the most recent call, not "at least one activity has..."
Mmccarthy on January 17, 2020
Zoom Phone calling integration
I would like to use ZoomPhone to call natively from within Hubspot.
Reply Idea Calling Integrations
126 upvotes
82 Replies
SFG
Member
November 09, 2021
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
0 Reply
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
486 upvotes
149 Replies
SFG
Member
May 27, 2021
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
dylantlederer on January 23, 2020
Allow a maximum number of meetings per day
Hi, It would be great to allow a maximum number of meetings to be booked per day. That way there isn't one day with an incredible number of meetings and another day with none. Say the maximum is five per day, then after five meetings through HubSpo read more
Reply Idea Meetings
188 upvotes
82 Replies
SFG
Member
April 12, 2021
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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