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JCremin
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Julia Cremin

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OfferZenBrett on September 27, 2019
Using personalization tokens in URL's / Links in sales emails
I want to be able to hyperlink some text with a token. I want to store the URL for a user to sign up / create their account as a property, and then in a template say " Click here to sign up " (and hyperlink that CTA).
Antworten Idee Snippets & Templates
81 Likes
31 Antworten
JCremin
Mitglied
April 04, 2023
Agree - we need this feature for the very same reason. We need to send them a customized payment link unique to their deal in order for them to make ...Beitrag ansehen
georgespirit on Februar 20, 2020
Filter by all associated deals
It would be useful to be able to create filter in smart lists and workflows based on all of a contact's associated deals. For example, a smart list of contacts when all their deals are closed lost. (At the moment you can only filter by any Beitrag ansehen
Antworten Idee Lists
23 Likes
5 Antworten
JCremin
Mitglied
März 07, 2023
We need this feature for data hygiene. If prospective customers purchase using a different email than the one that they originally interacted with ou...Beitrag ansehen
kal06g on Juli 19, 2019
Bulk Manage CRM Attachments on Company and Contact Records
We have prospects, customers, and partners who have many attachments/ documents associated with the accounts. Annual Maintenance agreements, Partnership Agreements, POs, Quotes, Presentations...etc. Hubspot CRM currently only allows you to manage at Beitrag ansehen
Antworten Idee Contacts & Companies
247 Likes
62 Antworten
JCremin
Mitglied
Oktober 17, 2022
We are also in the midst of exploring a full migration from Salesforce to Hubspot and we have hundreds of accounts with files attached. Manually uplo...Beitrag ansehen
rachelbrowne on Januar 02, 2020
Set range of days for when a meeting can be scheduled
In the meetings tool, you can currently choose when a meeting can be scheduled. However, the options are "this week and next week", weeks in advance, or a custom date range. It would be great if you could set it to "blank days" (3 days for examp Beitrag ansehen
Antworten Idee Meetings
64 Likes
24 Antworten
JCremin
Mitglied
September 28, 2021
Completely agree. Calendly has this functionality and similar to DIvins above, we'd like to move everything to Hubspot but we need to be able to adju...Beitrag ansehen
AlexUngarp on August 19, 2021
Edit confirmation email when someone schedules a meeting
My idea is that you can edit the confirmation email that comes to me when someone schedules an appointment in my HubSpot meeting link
Antworten Idee Meetings
47 Likes
9 Antworten
JCremin
Mitglied
September 28, 2021
I agree. This is something that can easily be done through calendly and we'd like to replicate that functionality in Hubspot meetings.
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