KTraynor21

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Kristen Traynor

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Activity

Stian-Ing on May 28, 2024

Restrict email sending permissions by pipeline in Help Desk

Our company has several different email addresses connected to Help Desk, and access to connected email addresses should be restricted to pipelines they/their team have been assigned access to. Currently it's possible for users to send from any ema read more

Reply Idea Conversations Tickets

13 upvotes

4 Replies

KTraynor21

Participant

May 29, 2024

This is a must have fix! We recently switched over to the Help Desk, but realized after doing so that now anyone in our portal can send emails from o...read more

Luke_G on January 16, 2024

Add quarterly as an option to scheduled workflows

Scheduled workflows are great. However, there is an odd absence of a "quarterly" option for the scheduled workflow functionality. I have devised a functional workaround and utilized it several times, but it requires a custom property and a read more

Reply Idea Workflows

28 upvotes

10 Replies

KTraynor21

Participant

February 26, 2024

@jbartola I can't speak for @Luke_G , but for us, it would be extremely useful to be able to schedule the workflow to run every 90 days. I'd like ...read more

ndwilliams3 on November 09, 2021

Select alternate contact owner field, for round robin meetings

Currently, when setting up a round robin meeting link, you can select the option to prioritize contact owner and only show their calendar. However, that only takes into account the default owner field. If you have multiple hubspot user fields on a read more

Reply Idea Contacts & Companies Meetings

18 upvotes

5 Replies

KTraynor21

Participant

January 26, 2024

Agree. We make our CSMs the contact owner for customers, but when an upsell opportunity is identified, we'd like to be able to send the customer an u...read more

SamanthaA on October 20, 2020

Ability to connect shared inbox to meetings tool

It would be ideal if it were possible to connect a calendar to the meetings tool that is associated with an email that is connected as a shared inbox.

Reply Idea Meetings

25 upvotes

6 Replies

KTraynor21

Participant

August 08, 2023

Our CS team would ideally like to use shared inboxes for the team for a few reasons: so the team can monitor customer emails if a CSM is OOO to en...read more

tilly on February 26, 2018

Option to block free email providers from booking via Meetings link

Since we can block free email providers and certain domains from filling out standard HubSpot forms, it would be great if Meetings link forms could also block those.

Reply Idea Meetings

560 upvotes

190 Replies

KTraynor21

Participant

May 02, 2023

Please, please add this to the roadmap! This causes our team so many headaches and takes up valuable time to clean up!

mbarba on February 24, 2022

Introduce Yourself!

Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi read more

Reply Discussion

72 upvotes

962 Replies

KTraynor21

Participant

March 24, 2023

Hi there, I'm Kristen 👋 What's your current role? RevOps Manager, LASSO What industry do you currently work in? LASSO is a B2B ver...read more

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