Member since ‎Feb 2, 2017
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Andrea Ritchey

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cullenwebster on October 11, 2021
Our team is needing a way to limit which units a particular user or team is assigned to. For example, if we have a team member who does support for one of our units and not another, I need to find a way to limit their access only to the unit they su read more
November 22, 2021
We found a work around for this with doing "Team Only" permissions and then assigning them to multiple teams if needed, BUT it would be so much more
JDavis91 on September 17, 2021
With the Beta version of business units, you should be able to clone a form from one business to another. Currently you are not able to. Also, you can not edit an existing form and select it to another business unit.
23 Replies
November 22, 2021
Agreed! This is also important for emails. We had a team member create around 50 new emails for their business unit in HubSpot, but created them for more
davism on May 22, 2019
1)What is your current goal and what is the roadblock that is stopping you from carrying it out? I want to be able to mass email customers who fall into certain criteria. We use tickets for all Customer Success activities, so the information for fil read more
8 Replies
November 27, 2019
In additon to the reasons listed above, I was trying to do this today so that I could utilize the Smart Rules within the email platform. I wanted to more
bowlinshoes on April 12, 2017
We've had quite a few users asking if we could integrate our iOS and Android CRM with other business card scanning apps. We're going to do one better and build a business card scanner right into our CRM apps. JULY UPDATE : We're close...reall read more
May 04, 2017
I also second the note that @Jems212 made... It would be really helpful if HubSpot offered us the option for using APIs in their badge scanner for more
KateVertigo on April 19, 2017
We would really like an overview page of the chats currently and previously taking place on our website through the Hubspot Messages beta. In the event an employee steps into a meeting forgetting to go offline, it would be great for all available ch read more
15 Replies
May 04, 2017
I would agree with this completely. I would also add that we need the option for more than one person to be forwarded the messages that come in more
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