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AStrong5
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Member since ‎Nov 29, 2022
  • solutions
    1
  • Replies
    4
  • Upvotes Given
    84
  • Upvotes Received
    2
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Amanda Strong

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llegault on June 10, 2021
In a Quote-based workflow , you can enroll quotes when they are created, use actions to send emails to contacts, and include delays between sends. Plus, the quote can auto unenroll once the quote has been signed so the emails stop sending. It read more
6 upvotes
9 Replies
Participant
November 15, 2024
I realize this is an old conversation, but commenting for anyone that comes across this. We've acheived this by linking a button to a URL with the fo...read more
YiRui_Chua on November 03, 2021
Hey team, Raising this for a customer here. It would be great if we can hide some of HubSpot's default section in the contact right sidebar within the Conversation Inbox (and possibly in contact records too) Currently, we are not able to hide or read more
197 upvotes
50 Replies
Participant
October 29, 2024
I was just searching for a solution to this and see it's not yet available. Would love to customize the conversations inbox, right sidebar contact re...read more
TeemuLahti on January 31, 2022
Our customer would like to create a survey for their own customers. The survey would work like this: - Customer returns the rented lifting device to the office - Customer then can submit a small feedback on the office computer/tablet which he/sh read more
76 upvotes
25 Replies
Participant
September 27, 2024
I was searching for anonymous custom feedback and found this thread. After playing around with it, it looks like you can create an anonymous custom f...read more
GBcutler on February 16, 2021
We are starting to use Playbooks for sales and customer success purposes. It would be great to be able to create reports for the number of times they are used, and also by play book. Currently Playbook activity is not identifiable as a reportabl read more
244 upvotes
64 Replies
Participant
August 26, 2024
Another vote for playbook reporting. We just launched NPS/customer surveys. We have a playbook created for our CX team to log detractor follow-up ca...read more
Pkalil on January 16, 2024
The issue is that open rates are no longer reliable as a point of measurement because they aren't all tracked with privacy now. Read rates are based on a different piece of tracking...and may be a more reliable way to track all read more
4 upvotes
2 Replies
Participant
August 13, 2024
We were just discussing this yesterday as it was requested for a campaign - I see we have the insights in each email sent, but need a way to create a...read more
JKlebanow on March 03, 2022
I can see how many contacts have a value for a property, but only by individually clicking on each property. Just like HubSpot has a "Used In" column for properties, you should add a column that has "Number of Contacts with a Value." With this read more
2 upvotes
2 Replies
Participant
August 08, 2024
In search of this feature as well. I would like it to keep our custom properties cleaned up. Specifically, we have a SalesForce integration with over...read more
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