CateDuarte

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solutions
49
Replies
118
Upvotes Given
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Upvotes Received
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Catarina Duarte

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CateDuarte on April 24, 2024

Add Availability status to User Based Workflows

Service Hub is lacking visibility on agents available/offline status (reporting, notifications). Would be very interesting to add Availability Status to user based properties in HubSpot. This would open some possibilities for team activity read more

Reply Idea Users & Teams & Permissions

1 upvote

0 Reply

Mike_Mioduski on April 13, 2022

Additional Agent Tokens in Inbox Email Signature

I would love to expand the use of the email signautre on an inbox to also include additional dimensions in the "Agent Token". Today you can only include Full Name, First Name or Last Name. I would love to see you pull in other dimensions of Role/ read more

Reply Idea Conversations

37 upvotes

10 Replies

CateDuarte

Top Contributor | Elite Partner

April 05, 2024

We have a customer for whom this is critical.

Solved

ABellini on March 22, 2024

Registrazione riunioni Outlook su Hubspot

Buonasera, è possibile registrare in modo automatico nella timeline del contatto delle riunioni convocate tramite Outlook? So che c'è la possibilità di connettere il calendario ma mi chiedevo se questa fosse l'unica opzione possibile. Grazie

Reply Discussion Meetings

1 upvote

2 Replies

CateDuarte

Top Contributor | Elite Partner

March 22, 2024

Hi @ABellini to log the meeting directly in the timeline you need to have the calendar connected. If not it needs to be logged manually.

Solved

MKolankowska on March 22, 2024

Adding CTAs to Workflow Communication section

Hey, I've been wondering if there are any plans in the near future to add CTAs to the Workflow Communications section, so it's possible to show any types of notifications (like pop-ups, web pushes, bars etc.) to contacts based on for example sp read more

Reply Discussion Notifications

1 upvote

2 Replies

CateDuarte

Top Contributor | Elite Partner

March 22, 2024

Hi @MKolankowska , what you can do for now is create a list using the criterias you mention and then use it as a target for your CTA or combine cri...read more

ElectroScan on November 20, 2020

Ability to create an internal seed list to include on marketing sends without creating contacts

We would like to be able to create an internal list (of employees, not marketable contacts) that can be CC'd on each marketing email. We do not want these to be tracked nor do we want these associated with contacts as they are employees.

Reply Idea Marketing Emails

84 upvotes

27 Replies

CateDuarte

Top Contributor | Elite Partner

March 12, 2024

I have a customer also asking for this.

Solved

jaybaum on February 23, 2024

Is it possible to Restrict Deal Creation?

Under deal permissions there's only options for view, edit, and delete. There's no "create" option to restrict a user's ability to "create" a deal record. Our deals are going to be created via integration from an ERP. We're just trying to find read more

Reply Discussion Deals

0 upvote

2 Replies

CateDuarte

Top Contributor | Elite Partner

February 23, 2024

Hi @jaybaum if a user has no permissions to edit they won't be able to create deals. Make sure the Edit is set to NONE under permissions.

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