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MZimo
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Member since ‎Aug 24, 2021
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  • solutions
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  • Replies
    6
  • Upvotes Given
    46
  • Upvotes Received
    79
  • Ideas
    9

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Matt Zimo

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TVento on April 01, 2021
Sending email to company-based list
To my surprise it is not possible to send email to company-based lists. We have an integration between CRM system Koho and HubSpot, and store a lot of business critical information about contracts and customers in Koho. The integration pushes d read more
Reply Idea Lists Marketing Emails
182 upvotes
52 Replies
MZimo
Contributor
August 21, 2023
@AndresBustos Thanks for the suggestion, but this is the awkward workaround we've been using for years now. With this method you have to update tw...read more
Latchy on July 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e read more
Reply Idea Connected Email Sales Email Extensions & Add-Ins
224 upvotes
95 Replies
MZimo
Contributor
August 03, 2023
I use it on my outlook desktop extension. It is a public beta that the super admin has to sign up for.
Latchy on July 17, 2018
Add email to CRM record button
I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture e read more
Reply Idea Connected Email Sales Email Extensions & Add-Ins
224 upvotes
95 Replies
MZimo
Contributor
August 03, 2023
I use it on my outlook desktop extension. It is a public beta that the super admin has to sign up for.
MZimo on July 13, 2023
Add pinned notes to overview tab
It would be nice if the overview tab showed any pinned note on the record. Then most of my staff wouldn't have to look at the mess that is the activity timeline.
Reply Idea Contacts & Companies
8 upvotes
2 Replies
PBaxter on January 10, 2023
Outlook Calendar integration should respect 'neverlog' domains
When a user has Outlook integration switched on, calendar appointments created in Outlook sync into HubSpot even if the meeting is with a contact who is on the user's neverlog list (or even if on the global neverlog list) This is a security and read more
Reply Idea Integrations
8 upvotes
4 Replies
MZimo
Contributor
June 30, 2023
Yes! We have so many internal meetings getting logged. And personal. As for @franksteiner79 's question about what is the risk of having the meeting...read more
MZimo on June 16, 2023
Prevent contact records from merging
I'd like it if we could set up a way to prevent two contact records from being merged. Sort of like you can't merge two company records if one is a parent company of the other, there should be a similar type of way to say that two records may look t read more
Reply Idea Contacts & Companies Properties Users & Teams & Permissions Workflows
26 upvotes
6 Replies
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