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mneo
HubSpot Employee
HubSpot Employee
Member since ‎Nov 15, 2021
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Melody Neo

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Scoobs on November 20, 2023
Activity Leaderboard (Actictivity Tracking)
I want to talk about a useful report in HubSpot called the "Activity Leaderboard by Rep with Type Breakdown." It's great for tracking what our team does at a high level. However, there's something important missing: it doesn't track our SMS messages read more
Reply Idea Dashboards & Reports
3 upvotes
2 Replies
mneo
HubSpot Employee
November 27, 2023
Great idea, @Scoobs ! To further clarify on this feature request - currently while there are various SMS integrations available that would au...read more
Solved
BShirley on March 18, 2022
Adding picture to email based on Personalization Token
We are looking for a way to incorporate a users headshot in an email that's based on specific personalization token. Has anyone done this or know of a way to accomplish it?
Reply Discussion Marketing Email
0 upvote
5 Replies
mneo
HubSpot Employee
January 26, 2023
This works! One thing to note is that there's a small typo - it should be img src instead of img scr <img src="{{ contact.nameofyourproperty }...read more
mneo on November 22, 2022
Dynamic columns in line items editor based on selected custom quote template
Hey team, I'm working with a customer who had some suggestions on how the custom quote templates can work with the line items editor. Goal: To have the ability to dynamically display or update the columns in the line items editor based o read more
Reply Idea Products and Quotes
1 upvote
0 Reply
cathalhopper on January 27, 2021
Create and associate standard object from custom object record and vice versa
It would be great to have the ability to create and associate a custom object with a standard object in the creation screen. Right now custom objects and standard objects can be associated together when defining a custom object - and if both read more
Reply Idea Custom Objects
22 upvotes
6 Replies
mneo
HubSpot Employee
April 20, 2022
Posting on behalf of a customer: It would be very helpful if we could create and associate new standard objects directly from custom objects. Curre...read more
DSchwartz on February 17, 2021
Add Workflow Restoration/ History
As a new HubSpot customer, I have spent weeks building out complex pipelines, deal stages, and workflows. One wrong click, and I ended up accidentally editing the wrong pipeline and losing all of my work. I was informed that there is no way to r read more
Reply Idea Deals Workflows
7 upvotes
3 Replies
mneo
HubSpot Employee
April 05, 2022
Posting on behalf of a customer: We currently have the ability to restore a deleted workflow, but all of the workflow history and data prior t...read more
mneo on January 12, 2022
Google Sheets Integration - Ability to select specific shared folders for integration
Posting on behalf of a customer: It would be great if the Google Sheets integration in HubSpot has the ability for connecting users to select only specific shared folders for the integration. Currently, based on this knowledge base article read more
Reply Idea Integrations
0 upvote
0 Reply
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