KatieMcCauley

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Katie McCauley

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KatieMcCauley

Member

June 26, 2025

Reply to Integration between MS Exchange and HubSpot calendars

Why hasn't this been added to the HubSpot roadmap yet? So many companies use Exchange.

KatieMcCauley

Member

October 12, 2023

Reply to Quote options for customers to select and agree to

@hubspot , any update on this? We have multiple pricing options for our prospects as to whether they want to purchase on a SaaS or Capex basis. It w...read more

KatieMcCauley

Member

January 12, 2023

Reply to Use Deal Properties in Forms

How is this not something being considered? It seems necessary that we could update deals with forms. That would be an excellent feature.

KatieMcCauley

Member

September 15, 2022

Reply to Overdue tasks as a trigger for workflows

This is definitely something we'd like to see. This would give managers the ability to better monitor salespeople when they are not completing their ...read more

KatieMcCauley

Member

July 28, 2022

Reply to INTEGRATE PROJECTS INTO REPORTS

Yes, absolutely! We have found the Projects tool very useful for running some of our smaller customer projects with our Account Managers. They would ...read more

KatieMcCauley

Member

January 25, 2022

Reply to Sequences Improvement Ideas

Absolutely! I want to be able to create a marketing list from a sequence where someone was enrolled but never responded. This should definitely be fe...read more

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