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SMohan3
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Member since ‎Sep 26, 2022
  • solutions
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  • Replies
    1
  • Upvotes Given
    18
  • Upvotes Received
    7
  • Ideas
    4

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Swathi Mohan

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Activity

Monjogard on February 02, 2021
Would be very useful with some smartness to questions in Playbooks (similar to dependent fields in HubSpot forms), e.g. ff answer is X on question 1, show question 1B, otherwise move on to question 2. A Playbook can become quite tedious for a read more
117 upvotes
34 Replies
Participant
January 31, 2024
This is much needed!!
SMohan3 on January 25, 2024
We use the HubSpot<>Outlook calendar integration and have enabled calendar syncs so that the meetings get auto-logged in HubSpot. The problem with this is it also logs internal meetings because all the internal employees are added as cont read more
SMohan3 on November 23, 2023
What? HubSpot should auto-associate contacts to a company record if the contact's email domain is a part of the company's 'additional domains'. Why? In some industries, it is very common for Companies to get acquired, when this happens, as read more
SMohan3 on November 16, 2023
We have a couple of Playbooks that update properties on the Deal Record Level. Sometimes the reps complete and log the playbook on the company level but it does not auto-associate with the deal the properties were updated for. Unless it's manu read more
2 upvotes
0 Reply
dhebert on May 08, 2020
It would be a nice feature to be able to set call and meeting types and outcomes by team.
15 upvotes
5 Replies
Participant
November 02, 2023
This is something we have been looking into as well! Almost all of our Rev Department uses HubSpot and we have a whole lot of call & meeting type...read more
SMohan3 on June 06, 2023
It would be nice to have the ability to allow teams to update only certain values from the Lifecycle Stage property. All the Lifecycle changes in our system are automated and so we have the property on 'view only' mode for all teams. We would s read more
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