TArnoldGZ

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Participant

Member since

Message

solutions
0
Replies
1
Upvotes Given
17
Upvotes Received
4
Ideas
6

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

HKasper

Thomas Arnold

This user hasn't created a bio yet. Edit your own profile here!

Activity

TArnoldGZ on March 22, 2024

Ability to choose what 5 email templates are available for free users

We NEED the ability to choose what 5 email templates are available for free users. We onboarded with HubSpot in 2021. We have a temp that started yesterday. They need to be able to send emails using ONE email template. That's the ONE thing they read more

Reply Idea Snippets & Templates

1 upvote

0 Reply

FlywheelKinetic on August 22, 2023

Permission Setting to Turn Off Merge Capability

I'd like to be able to control who (which team) can merge certain records. For example, an integration we have will break if two records are merged. The team using the integration should obviously be able to edit the records they are assigned but sh read more

Reply Idea Users & Teams & Permissions

13 upvotes

4 Replies

TArnoldGZ

Participant

March 19, 2024

@FlywheelKinetic @DustinFrazier Jump into this thread & bump it up if you haven't already - apparently this request is 4 years old and no pr...read more

jcj87 on February 04, 2020

Merge contacts permissions

AS admin in companies with more than 50 users, we should be able to manage permissions to merge contacts since it implies "manipulating" the database by anyone who can edit contacts even if he is not aware of the impact merges could have.

Reply Idea Contacts CRM Permissions

177 upvotes

94 Replies

TArnoldGZ

Participant

March 19, 2024

Bump. This needs to happen yesterday. I have a team member that frequently merges companies that are not the same. Just found they merged a company i...read more

SarahCame on August 14, 2020

Filter by property value AND who/what updated that property

Is there any way to filter or make a list or somehow see in bulk who or what updated a specific property? For example, I want to see if forms, or a human on our sales team, or an API integration updated lifecycle stage but I want to see this in a li read more

Reply Idea Contacts & Companies

30 upvotes

10 Replies

TArnoldGZ

Participant

January 18, 2024

This would be helpful to set a timestamp and update a Deal Stage if the appropriate AE moved the Deal. For example, if the AE working a Deal moves f...read more

EHardy1 on November 16, 2023

Form Submission Reporting

It would be so beneficial if we could create a report which divides the form submission data so that we can clearly see what source the submissions have come from, and whether they're new/existing contacts. Currently, on the performance tab, we can read more

Reply Idea Dashboards & Reports Forms

1 upvote

1 Reply

TArnoldGZ

Participant

December 20, 2023

Hopefully there is a product update on this soon, as fragmented data on forms is not helpful. Being able to see that a form submission or # of form ...read more

brandonschaefer on September 27, 2023

Need Adobe Acrobat Sign Integration

This is a popular integration on other CRM platforms and is a great selling point as more companies adopt Adobe Acrobat Sign into their tech stack. I'd love to see it natively integrated into HubSpot.

Reply Idea Integrations

16 upvotes

10 Replies

TArnoldGZ

Participant

October 23, 2023

We just acquired a company that uses Adobe Sign integrated with Salesforce. They have complex contract needs with customization and tables that go be...read more

View latest posts