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DSzaloczi
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Daniel Szaloczi

I am a full-time administrator and developer specialised in the Hubspot and Salesforce CRM-s. Recently I started to manage and lead projects for my company and my focus is fully on updating my knowledge to work with the most recent features of the CRM tools and to expand my set of skills. In my free time I am with my children and I develop board games for the future generation.

Actividad

Jemma_L en Julio 04, 2022
Set required fields for manual data imports
User : Any HubSpot user with import permissions Problem. Many large/global companies using HubSpot have required property fields, that need to be completed at a contact or company level. These required property fields are used to improve se Leer más
Responder Idea Contacts & Companies
19 Me gusta
2 Respuestas
DSzaloczi
Participante
Diciembre 19, 2022
Fully support this idea! I think it´s essential for business units as well!
DSzaloczi en Noviembre 19, 2022
Quarantine for contact records
Most of the time contacts are created by HubSpot native tools like forms, calls, ads etc. or API push. However, once a contact created, it enrolls to workflows, lists and starts to "live" in the CRM database. If you have a false import, a no Leer más
Responder Idea Contacts & Companies User Notifications Workflows
1 Me gusta
0 Respuestas
Annie_Birai en Abril 27, 2022
Add the ability to comment on workflow enrollment criteria
Currently, you can comment on all workflow actions, but not the enrollment critiera. Please add the comment functionality to the enrollment criteria as well :).
Responder Idea Workflows
1 Me gusta
1 Respuestas
DSzaloczi
Participante
Octubre 09, 2022
I fully support this idea, basically you could define WHY do you use those enrollment triggers? Would be super helpful to have this comment section...Leer más
DSzaloczi en Octubre 07, 2022
Activity feed visibility control by teams / business units
Who is this feature for? Everybody who wants to control the visibility of sensitive data in the activity feed (like not to share data between departments or when setting up business units and the units have shared contacts). What is the goal Leer más
Responder Idea Activity Feed Users & Teams & Permissions
5 Me gusta
3 Respuestas
DSzaloczi
Participante
Octubre 07, 2022
Also asked HS support and it is really not existing yet! Please help let it be a real feature 😉
DSzaloczi en Octubre 07, 2022
Activity feed visibility control by teams / business units
Who is this feature for? Everybody who wants to control the visibility of sensitive data in the activity feed (like not to share data between departments or when setting up business units and the units have shared contacts). What is the goal Leer más
Responder Idea Activity Feed Users & Teams & Permissions
5 Me gusta
3 Respuestas
DSzaloczi
Participante
Octubre 07, 2022
Also asked HS support and it is really not existing yet! Please help let it be a real feature 😉
DSzaloczi en Octubre 03, 2022
Create list of contacts from Workflows using Action Log / Enrollment history
This is for users who want to extract a list based on the behavior and actions of contacts who enrolled in a workflow. Currently if you want to have a segment of contacts based on an action made in a Workflow, you have to MANUALLY search them an Leer más
Responder Idea Workflows
0 Me gusta
0 Respuestas
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