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ITMarketer
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Member since ‎Dec 5, 2017
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Rebecca Spoont

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ITMarketer on March 03, 2021
Our sales team uses the Outlook plug-in to track and log their email communication. My issue is- when they are emailing with contacts who are in HubSpot and those who are not.. how can we better manage so that not all contacts are logged that ar read more
Solved
ITMarketer on January 15, 2021
I want to use a pop-up form to share a file. But, I don't want the contact to have to enter info to get the asset, just click 'download' button. My issue is HubSpot doesn't track these as clicks on an individual level so I don't have visibility read more
2 upvotes
2 Replies
Solved
ITMarketer on May 18, 2020
I'm noticing that contacts who are designated as a lead- when a new deal is created- the lifecycle stage automatically flips to opportunity. Unfortunately we sync information with another system and can't use that lifecycle stage. How can I stop read more
0 upvote
1 Reply
bellawu on April 06, 2017
Can you implement a feature so that if your workflow is determined by x amount of days follow up, you can set up a rule that will avoid sending emails on any bank holidays, Christmas day, New year etc. You already have a business days only rule so read more
73 upvotes
23 Replies
Contributor
February 26, 2020
It would be nice if in workflows there was an option to not send emails during major holidays. Or days that you set in your portal somehow. Now, it's...read more
lalexander on January 23, 2020
Many of you have mentioned that you're skilled in workflows and the CRM, and many of your job titles include phrases like "demand gen" and "automation manager." What is one process, workflow, property, or other thing that you've set up to create a s read more
Contributor
January 27, 2020
Getting sales and marketing on the same page has been one of my biggest challenges. Implementing lead scoring (HubSpot score) has definitely made the...read more
Solved
ChristopherH on January 24, 2020
I think it would be incredibly helpful if HubSpot could create a map of an organization automatically based on job titles from Contacts associated with a company. Obviously, it would also have the ability to move things around manually.
Contributor
January 24, 2020
There is a plug-in called OrgChart in the marketplace that allows you to create org charts for contacts at the same organization. The free version ha...read more
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