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JCremin
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Membre depuis ‎sept. 28, 2021
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Julia Cremin

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OfferZenBrett le Septembre 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).
Répondre Idée Snippets & Templates
81 Mentions J'aime
31 Réponses
JCremin
Membre
Avril 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 ...Lire la suite
georgespirit le Février 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 Lire la suite
Répondre Idée Lists
23 Mentions J'aime
5 Réponses
JCremin
Membre
Mars 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...Lire la suite
kal06g le Juillet 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 Lire la suite
Répondre Idée Contacts & Companies
247 Mentions J'aime
62 Réponses
JCremin
Membre
Octobre 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...Lire la suite
rachelbrowne le Janvier 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 Lire la suite
Répondre Idée Meetings
64 Mentions J'aime
24 Réponses
JCremin
Membre
Septembre 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...Lire la suite
AlexUngarp le Août 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
Répondre Idée Meetings
47 Mentions J'aime
9 Réponses
JCremin
Membre
Septembre 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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