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AMShaw
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Jul 27, 2021
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Andrew Shaw

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Michael6 on November 19, 2021
MS Dynamics 365 CRM uses lookup fields
MS Dynamics 365 CRM uses lookup fields and HubSpot provides text fields. When will the complete synchronization of all user-defined fields between the systems be made possible?
Reply Discussion Starter
3 upvotes
9 Replies
AMShaw
Participant | Diamond Partner
November 17, 2023
Hi @FransLeys Is there any update on this issue please? We have a client that urgently needs to sync lookup fields between HubSpot and Microsoft D...read more
sgagliano on January 22, 2020
Allowing Lookup Values as Properties
It would be valuable to be able to create proprties that are lookup values of records from other entities. As an example, On "Companies" I would like to be able to lookup a "Contact" where I could have the contact be a property on the company. The read more
Reply Idea Contacts & Companies
227 upvotes
79 Replies
AMShaw
Participant | Diamond Partner
November 16, 2023
Hi everyone This Idea has now >200 Upvotes, so I do hope that some at HubSpot acknowledges it soon! It's over three years old, still in the...read more
Babel_Gem on June 21, 2017
Prevent CC'd email addresses from being created as contacts
I'm not sure whether others find this as frustrating (or even know that it happens!) but we regularly find in our own portal and with clients that if you send a sales email using the Outlook or Gmail integration, 'log to CRM' and CC someone who is n read more
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
205 upvotes
91 Replies
AMShaw
Participant | Diamond Partner
August 11, 2022
@Flora Could we have a response to the message from @jasonatwineman above please? This issue is causing GDPR non-compliance for some clients and n...read more
MEngelbrecht on February 09, 2021
Insert Personalization Tokens with HTML into mails - they do not get resolved.
Hi, we want to send out automated emails to customers that abandon their carts. With the WooCommerce Integration, a custom property "Abandoned Cart HTML" is created that captured the products, prices ect. in the cart. We want to insert this HT read more
Reply Discussion Professional
2 upvotes
11 Replies
AMShaw
Participant | Diamond Partner
October 27, 2021
@DJacobs1 Thank you for the quick reply - I'm wondering if it was a setting that they changed or something they added to your email template. I'll...read more
MEngelbrecht on February 09, 2021
Insert Personalization Tokens with HTML into mails - they do not get resolved.
Hi, we want to send out automated emails to customers that abandon their carts. With the WooCommerce Integration, a custom property "Abandoned Cart HTML" is created that captured the products, prices ect. in the cart. We want to insert this HT read more
Reply Discussion Professional
2 upvotes
11 Replies
AMShaw
Participant | Diamond Partner
October 27, 2021
@DJacobs1 Thank you for the quick reply - I'm wondering if it was a setting that they changed or something they added to your email template. I'll...read more
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