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KDenno
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Member since ‎May 27, 2021
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Katie Denno

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finn on September 23, 2020
Trigger Custom Survey through workflow
I would like to trigger the new Custom Survey (in Beta now, Sep 2020) from workflows. This way we can react to different changes in contacts, deals or companies and then send specific surveys.
Reply Idea Feedback Surveys Workflows
99 upvotes
22 Replies
KDenno
Member
July 28, 2023
Due to low volume and a long sales cycle, I would like to be able to manually enroll and send a customer survey via external email through a workflow...read more
KDenno on August 18, 2021
Inbox deliverability issue with sales email
One of our users recently sent an email through his connected Outlook 365 inbox in HubSpot to a customer and copied another internal associate. HubSpot somehow changed the users email to an email extension (@bf.hubspot-inbox.com) and our sales perso read more
Reply Discussion Connected Email Email Deliverability
0 upvote
1 Reply
Quantilope_Mat on February 25, 2020
Make reporting on parent and child teams possible
Hey all, As recently raised with the HubSpot support the current structure of teams in HubSpot makes it nearly impossible to report on parent and child teams. Let me give you a quick example of what that means. Given you have a parent te read more
Reply Idea Account Settings Contacts & Companies Deals
74 upvotes
20 Replies
KDenno
Member
July 13, 2021
I also need the ability to report on child teams that are part of an overall parent team. I have teams of sales people who are responsible for spefic...read more
KDenno on May 27, 2021
Associating the appropriate deal with the HubSpot Outlook Addin
When emailing out of MS 365 with the HubSpot Add-In, you can add and change company and contact information, but you can't select the deal record that correspondance pertains to. Because we cannot select the appropriate deal record to record the com read more
Reply Discussion Deals Developer
1 upvote
1 Reply
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