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whitneyparker
Participant | Diamond Partner
Member since ‎Nov 9, 2017
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  • Upvotes Given
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Whitney Mitchell

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Activity

BLee4 on March 04, 2021
Hi! In Salesforce we currently have the ability to send email external email alerts from a workflow. We can set up the criteria/trigger such as Account Name contains ____________ and Account created equals __________ . When a Company Record read more
5 upvotes
2 Replies
Participant | Diamond Partner
November 08, 2021
Yes -- we have a similar use case where we are trying to trigger alerts when exceptions or potential errors show up on our records, and we need to al...read more
AndyPitre on April 04, 2017
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
1383 upvotes
447 Replies
Participant | Diamond Partner
March 02, 2021
I am seeing the same issue with "Something Went Wrong" message every time I try to change the settings.
AndyPitre on April 04, 2017
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla read more
1383 upvotes
447 Replies
Participant | Diamond Partner
March 02, 2021
I am seeing the same issue with "Something Went Wrong" message every time I try to change the settings.
golfpromal on February 14, 2017
I use the meeting tool extensively in my business. All of my customer meetings are handled remotely and I use GoToMeeting for each. My HubSpot Meeting tool is connected to my Google Calendar, and my GoToMeeting instance is connected to my Google C read more
106 upvotes
52 Replies
Participant | Diamond Partner
November 05, 2018
Yes please!! Integrating Zoom and GoToMeeting would be amazingly helpful. Right now Sales Users have to followup manually from RoundRobin assignments...read more
vinnypoliseno on May 25, 2017
Right now I have 24 users who are using HubSpot Sales Pro extensively the Meetings feature. It would be nice to have an Admin view to see all the Meetings that are created for my whole organization or broken into teams. To get around this I've c read more
198 upvotes
60 Replies
Participant | Diamond Partner
October 21, 2018
Yes please! As an agency partner who configures these for multiple clients, it would be super helpful!
Daria on March 31, 2017
The only thing stopping us from getting rid of SpredFast and using Hubspot completely is the Social Media Post approval process. We work in an environment where content, even social posts of certain kinds, need to be approved. It would be nice to a read more
56 upvotes
32 Replies
Participant | Diamond Partner
March 05, 2018
Please! As a partner agency publishing across many accounts, a workflow tool would be incredible. For now we are using HeyOrca, but to manage complex...read more
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