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dpr
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Member since ‎Oct 20, 2021
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David Rosentrater

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MMahan on October 06, 2021
Fuzzy Search
When searching for contacts, phone numbers, etc. the exact entry does not necessarily need to be made (phone can be 1234567890 not 123-456-7890). For exampe, obrien finds O'Brien and O'Brian except it seems "o" anything else does not work (oconnor, read more
Reply Idea Contacts & Companies
5 upvotes
3 Replies
dpr
Member
November 01, 2022
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
Riki on March 09, 2021
I've closed a ticket but then automation platform moves the status to waiting on contact.
I was told: " the workflow is a couple of seconds behind you in updating based on the email sending trigger and setting the status to Waiting on Customer. " If I close it again the client gets 2 feedback forms..bit embarrassing. Only option is to read more
Reply Idea Tickets
2 upvotes
2 Replies
dpr
Member
June 24, 2022
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
Riki on March 09, 2021
I've closed a ticket but then automation platform moves the status to waiting on contact.
I was told: " the workflow is a couple of seconds behind you in updating based on the email sending trigger and setting the status to Waiting on Customer. " If I close it again the client gets 2 feedback forms..bit embarrassing. Only option is to read more
Reply Idea Tickets
2 upvotes
2 Replies
dpr
Member
June 24, 2022
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
CaitlinRose on March 03, 2021
Associate Records in a Workflow
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
Reply Idea Workflows
338 upvotes
62 Replies
dpr
Member
June 14, 2022
@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
CaitlinRose on March 03, 2021
Associate Records in a Workflow
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
Reply Idea Workflows
338 upvotes
62 Replies
dpr
Member
June 14, 2022
@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
Brandonbaker on September 17, 2018
Default "From" email on Ticket email function
We need the ability to have a default email "From" setting when replying in Conversations and Tickets. Currently: It defaults to the user's email and they need to select the drop down in the from line to change to the team email. They have t read more
Reply Idea Tickets
112 upvotes
46 Replies
dpr
Member
December 23, 2021
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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