JKohlmeier

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solutions
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Jon Kohlmeier

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JKohlmeier

Contributor

September 12, 2024

Reply to Conversations Inbox Emails To Use "Reply to Email Address" instead of "From Address"

We're running into this issue as well as we move our team emails into HubSpot.

JKohlmeier on April 12, 2024

Quick Create for Payment Links

Currently I'm trying to sell our accounting reps and repair reps on moving to using HubSpot Payment Links. The Push back currently is how many clicks it takes to get the payment link up and running. I'd love to see a quick option to collect read more

Reply Idea Payments

0 upvote

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JKohlmeier

Contributor

November 03, 2023

Reply to Smart Rules in Email Template

Completely agree. This could also be used for store location-specific information for contact/hours/customer support for those of us with multiple lo...read more

JKohlmeier on October 10, 2023

Add more context to search results when manually adding association (companies specifically)

We work with many educational institutions and I continually hear about the pain point when trying to manually associate a company from a different object record (contact, deal, ticket, etc.) Here's what my users see when trying to associate a c read more

Reply Idea Contacts & Companies

2 upvotes

1 Reply

JKohlmeier

Contributor

July 11, 2023

Reply to Best Practices for automated series of Sales/Account Managment emails

Thanks D'Ana! This is very helpful. We're a retail company and our biggest customer base is schools/school districts. This is very much a onboarding ...read more

JKohlmeier on July 10, 2023

Best Practices for automated series of Sales/Account Managment emails

Hey fellow Admins, I'm getting stuck on something I thought would be fairly straightforward. We have a group of Key Account managers who would like to send a series of 3 emails to their targeted contacts. The contact should receive all 3 emails read more

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