laurabren

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62
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Laura Brennan

I'm a HubSpot nerd (6 years strong and building) who dreams in workflows. After many years in the B2B world, I just made the switch to consumer-facing and am loving life on this side of the equation! We're a brand of premium tennis and athletic clubs in the US and Canada.

Activity

Eleven11 on October 04, 2021

Better Associations for Custom Surveys (associate with tickets/etc.)

Custom surveys are great. That's a step in the right direction. However, feedback/surveys can't be associated with tickets (manually or automated). Only NPS surveys show up on the ticket in the Recent Feedback section in the assocations panel. This read more

Reply Idea Feedback Surveys Tickets

40 upvotes

7 Replies

laurabren

Contributor

March 14, 2023

HubSpot - if a ticket triggers a survey, that feedback will still not be associated to the ticket that triggered it. What's more, they cannot even be...read more

Arne on April 26, 2019

HubSpot User is Out of Office

We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c read more

Reply Idea Contacts & Companies Lead Flows Tasks Workflows

283 upvotes

77 Replies

laurabren

Contributor

March 14, 2023

Hi fellow HubSpotters, Just chiming in that we've been working with @LewTalon and @Routera-LT to utilize their solution to this issue. We're ...read more

TashKearney on January 31, 2023

Add Internal Attendees to Meeting Log

We often have to log meetings against our Hubspot deals after they happen (last minute, unplanned etc). When logging the meeting and noting who was there, you can't add internal attendees. Given we are often sending two or three team members to a me read more

Reply Idea Activity Feed Meetings

3 upvotes

1 Reply

laurabren

Contributor

March 06, 2023

Hi @TashKearney -- I just replied to another thread about this, but we are able to do this in our instance. We have Sales Enterprise so I'm not sur...read more

SMohan3 on September 26, 2022

Is there a way to report on calls attended by someone but created by someone else?

E.g. An SDR logged a call/meeting and added the AE as an attendee. I'm trying to build a report on how many such calls did the particular AE attend. Is there a way to report basis 'associated contacts' or attendees on a call/ meeting? Thanks

Reply Discussion

0 upvote

5 Replies

laurabren

Contributor

March 06, 2023

I'm not sure if this varies by subscription type, but when I search a name (in this example, one of my colleagues), both of her records come up -- he...read more

catan on January 29, 2020

Control timeline activity associations to associated objects (contacts/ companies/ tickets/ deals)

Currently, according to this KB article , there are certain set rules for activity associations: Generally, activities logged on a contact record will be automatically associated to the record's associated company and the associated five most read more

Reply Idea Contacts & Companies Deals Tickets

95 upvotes

46 Replies

laurabren

Contributor

February 28, 2023

HubSpot team - it's clear that your customers all use objects (both standard and custom) and their related associations to one another all in unique ...read more

Sara on May 10, 2017

Schedule a meeting for another hubspot user from contact record

Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the read more

Reply Idea Meetings

364 upvotes

158 Replies

laurabren

Contributor

February 10, 2023

@ChadHohn thank you for the update! Great news!

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