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schwipples
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Member since ‎Jun 23, 2021
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Derrik Schweppe

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schwipples on May 25, 2022
We have two sequences we have created for some of our prospective clients. The first sequence has 5 emails and associated tasks. I am looking for a way to use a workflow to automate the auto-enrollment into the second sequence. Is there a wa read more
1 upvote
2 Replies
Participant
June 23, 2022
Hi Karsten, thanks for your help on this. I'm wondering if you can elaborate on the first solution. How should one use the "Last Sequence Enrol...read more
JennLarsen on December 20, 2019
It would be useful if you were able to select the Hubspot Owner as a Field on a Form. In certain situations, you want to assign specific leads to a particular user based on the form that is submitted. I know that you can do it in a workflow, but whe read more
36 upvotes
11 Replies
Participant | Platinum Partner
April 15, 2022
We're working with multiple Enterprise accounts that really need this feature! These companies have massive sales teams, so the 'workaround' of havin...read more
JennLarsen on December 20, 2019
It would be useful if you were able to select the Hubspot Owner as a Field on a Form. In certain situations, you want to assign specific leads to a particular user based on the form that is submitted. I know that you can do it in a workflow, but whe read more
36 upvotes
11 Replies
Participant | Platinum Partner
April 15, 2022
We're working with multiple Enterprise accounts that really need this feature! These companies have massive sales teams, so the 'workaround' of havin...read more
Yunhui on June 24, 2019
Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead read more
377 upvotes
144 Replies
Participant
June 29, 2022
@ianleaman It's been a couple years since your last message saying you moved it to planning, any updates for us?
matt1406 on May 02, 2021
Use Case: Sales Team members need to set different personal availability for 2 type of Meetings which are scheduled via a Round Robin Team Meeting. Ex: Team Meeting link with Meeting Type of "Discovery" User 1 - only available for these meet read more
30 upvotes
14 Replies
Participant
May 10, 2022
This is so needed. We use Calendly at the moment for our round-robin becuase it allows us to say which person should get a major of the meetings....read more
Solved
JHackney on February 16, 2021
So I don't think this actually implemented in HubSpot, but I want to know if there is a workaround for this. Let's say that we want to give people one calendar link where they can schedule a meeting with one of two team members. Let's call this Me read more
10 upvotes
4 Replies
Participant
November 02, 2021
This is an absolute need. There needs to be sub options to determine each team members availability. Blocking entire days won't work unless that pe...read more
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