MClifton

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Michael Clifton

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MClifton on September 22, 2023

State Region imported as initials not full words

When we have new contacts created by emails sent, we get this message. This contact was created from Offline Sources from Sales extension. This also provides us with the State/Region as initials. How do we change it so that what is imported is read more

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MClifton on September 08, 2023

Blending Workflows and Sequences for emails

How do I make a sequences of emails that includes both Template emails from Communication and Marketing Emails from the Marketing section? The Template emails are standard text and the Marketing email have more graphics and links to surveys. Can I read more

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JBigbee on November 01, 2021

Attachments to sequences

This feature request is for anyone that uses the sequence feature in Hubspot. The goal of this feature request is to get attachments added to emails that are apart of a sequence. The value that this feature request adds is that it will get read more

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MClifton

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August 07, 2023

This is a must for sales. The need to be able to have a PDF in a sequeced email string helps break up the dull method of just typed email after typed...read more

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MClifton on July 10, 2023

Using an alternate record

I'm still looking for a way to import company information from B1 database into HubSpot by using a unique ID. I would like to use the Customer number we use in both B1 and HubSpot as the record ID for data sync. I've been told to use the HubSpot g read more

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MClifton on May 17, 2023

AI assigned companies to tickets incorrectly based on emails

We are having a problem with HubSpot AI associating incorrect companies with tickets based on intracompany email. When a ticket is created and sent to another department for something, the ticket is associated with our company due to the intracompa read more

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MClifton on May 08, 2023

Task screen resolution

Is there a way to increase the size of the Task screen? We put information in the screen and due to it's size it make it difficult to view the information. It would be nice if we could enlarge the task screen when needed.

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