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dpr
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Member since ‎Oct 20, 2021
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David Rosentrater

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dpr
Member
November 01, 2022
Reply to Fuzzy Search
Our sales reps are asking for a fuzzier search as well. They find the existing search to be too exacting with its results. In particular, they would ...read more
dpr
Member
June 24, 2022
Reply to I've closed a ticket but then automation platform moves the status to waiting on contact.
For anyone else who is having this issue, I was able to create a workaround by disabling the built-in HubSpot automation for our support pipeline and...read more
dpr
Member
June 24, 2022
Reply to I've closed a ticket but then automation platform moves the status to waiting on contact.
We have the same issue. It seems like the automation should check the ticket status before updating it. Something like this: IF ticket status == ...read more
dpr
Member
June 14, 2022
Reply to Associate Records in a Workflow
@AMiller7 , we have the same use case. As a temporary solution, I would recommend looking at Zapier. We currently use a Zapier workflow to accomplis...read more
dpr
Member
April 19, 2022
Reply to Associate Records in a Workflow
We would really like to see this functionality built in as well! We're using the HubSpot<>Shopify integration. It works seamlessly to bring Dea...read more
dpr
Member
December 23, 2021
Reply to Default email address for sending from CRM
We moved to HubSpot recently and are running into the same issue that @mikedupuy is describing. We have info@.. . and accounting@.. . shared inbo...read more
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