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jeremylabahn on März 30, 2020
I think it would be very beneficial to have the ability to attach pdfs to a sequence. I run an event rental business and most of our leads come through inquiries on our website via email. To start the sales process, I email the clients a PDF of Beitrag ansehen
11 Antworten
März 12, 2024
This is so important to us. I can aceive this sending an email just using a template and dragging the PDF onto the email which adds it as an atta...Beitrag ansehen
HGhaly on Dezember 13, 2022
It would be really helpful if we could have the CSV file of an automated report attached to the email. Currently, in order to get the CSV file you have to go into the system, navigate to reports and export the data manually, which is then emailed s Beitrag ansehen
1 Antwort
März 11, 2024
This would be a huge time saving for us: Use Case We have to send regular report to our main suppliers with sales forcast data. Having the op...Beitrag ansehen
NilsK on Januar 02, 2020
We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes
192 Antworten
März 06, 2024
I am really losing the will to live with Hubspot. CRM etc is supposed to save time, make business more efficient and to stop us humans making mis...Beitrag ansehen
ABowk on November 10, 2023
I really like the new "Log Email to Hubspot" link in Gmail, thank you. It makes logging direct emails so much easier than forwarding to the forwarder email address. However, I have one issue which seems to be a bug or not originally envi Beitrag ansehen
adolusncd on Februar 19, 2020
Apparently the only way to log inbound emails initiated by a Contact (i.e. emails that aren't a reply to a logged outbound email) is to forward the email to hubspotID This is using Gmail integration. Can you not tell when Beitrag ansehen
Oktober 31, 2023
This is crucial. Without this, we are having serious problems and could be a deal breaker in terms of us using Hubspot. As a very basic example.....Beitrag ansehen
martinmckenna on Mai 11, 2020
Snippets are available in notes and logged calls, emails and meetings on Android. If you'd like to see this same functionality available on iOS, please upvote this idea.
27 Antworten
September 22, 2023
How on earth can HubSpot have this on Android but not on iOS? Did someone really think "I'm sure Android users will want this feature but Apple u...Beitrag ansehen
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