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LWilson3
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Member since ‎Apr 30, 2021
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  • Upvotes Given
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  • Upvotes Received
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Luke Wilson

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Activity

nathanparis on May 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Member
May 09, 2022
Automating note creation on Hubspot can solve a lot of usecases. Not sure of how complex it is going to be but this seems essential and would love to...read more
LWilson3 on August 12, 2021
As a B2B company working with global clients, we have many deals associated with the same contact(s), and companies, so it would be helpful to have a setting within a deal that turns off the ability to log emails to it. If I am emailing a con read more
1 upvote
1 Reply
Member
August 31, 2021
I also agree with this idea - this is a huge limitation with Hubspot. Currently the only workaround is to manually disassociate each Meeting from the...read more
larry99 on July 27, 2018
You should be able to send marketing emails to the secondary email address field. We market primarily to couples who each have their own email address but are really one customer. As it stands now, you can only send marketing emails like newslette read more
190 upvotes
55 Replies
Participant | Partner
June 22, 2022
Upvote! Need this feature; some clients send staff EDMs and often their staff members' work emails are replaced by their personal emails when the...read more
LWilson3 on May 07, 2021
Hi there. It would be great to be able to backdate a note when you add it AND to edit a date of an existing note. I use notes to capture conversations not over email, so if it isn't logged right away it will never appear in the right place.
Participant
December 01, 2021
I completely agree. Is this something that is on Hubspot's roadmap?
HeathVE on February 14, 2020
Our company's main currency is $AUD but we also do some business in New Zealand. I have added the NZ currency option, but was surprised that it asked me to manually configure the conversion rate. It would be quite simple to link the conversion rate read more
89 upvotes
38 Replies
Participant
June 23, 2022
I 100% agree with this. It is a total chore having to update this manually periodically. We transact in over 20 currencies worldwide so this is a big...read more
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