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kurtw14
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Member since ‎Oct 11, 2017
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Kurt Wassmer

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kurtw14 on June 28, 2019
Set primary contact on deal based workflows for emails
In deal based workflows, if you trigger an email it goes to every contact on that deal. This is not ideal and sends the same email to several people at the same company. It would be extremely helpful if you could set one primary contact (default to read more
Reply Idea Workflows
16 upvotes
1 Reply
kurtw14
Participant
September 04, 2018
Reply to Workflows for deals
Thanks for the heads up. Still waiting on Hubspot to bring Deal workflows up to parity with Contract workflows. For example, currently, there is no b...read more
kurtw14
Participant
June 11, 2018
Reply to Managing the availability of team members on live chat
Tommy, FYI while my note referred to toggling availability automatically based on chat being opened in your browser... you can set availability b...read more
kurtw14
Participant
June 11, 2018
Reply to Managing the availability of team members on live chat
I'll second this. I was hoping that team members "status" could automatically be toggled to unavailable when message or conversation is not opened (l...read more
kurtw14
Participant
May 14, 2018
Reply to Can i make a quote in HubSpot?
I use PandDoc for quickly creating quotes. It's integrated into Hubspot and I find it to be a great tool. https://www.hubspot.com/integrations/panda...read more
kurtw14
Participant
May 04, 2018
Reply to Workflows for deals
I couldn't agree more. Given workflows are only contact based, it's not possible to process a repeat customer through workflows as their multiple dea...read more
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