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WBeasley
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Member since ‎Dec 2, 2022
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Wendy Beasley

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lsirac on November 21, 2016
Enter 2 email addresses for a contact
Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every read more
Reply Idea Contacts & Companies
803 upvotes
151 Replies
WBeasley
Participant
October 09, 2023
Is this still in beta after three years?
Trevor on August 03, 2017
Parent-child company properties available for workflows
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
Reply Idea Contacts & Companies Workflows
298 upvotes
105 Replies
WBeasley
Participant
June 21, 2023
Agreed. We work with several companies who have child organizations. Having to manually update their values takes a LOT of time.
Solved
WBeasley on March 27, 2023
Personalization Tokens not working in Internal Marketing emails
Hi all, I searched some other posts and didn't seem to find the exact answer I was looking for. When a lead fills in a Hubspot form on our website, an internal marketing email is sent to the head of sales with the information filled out on the for read more
Reply Discussion Professional
0 upvote
2 Replies
WBeasley
Participant
March 27, 2023
Hi Karsten, thank you for the quick response! I will try setting a delay first to see if that might be the issue.
Solved
WBeasley on March 27, 2023
Personalization Tokens not working in Internal Marketing emails
Hi all, I searched some other posts and didn't seem to find the exact answer I was looking for. When a lead fills in a Hubspot form on our website, an internal marketing email is sent to the head of sales with the information filled out on the for read more
Reply Discussion Professional
0 upvote
2 Replies
WBeasley
Participant
March 27, 2023
Hi Karsten, thank you for the quick response! I will try setting a delay first to see if that might be the issue.
Solved
WBeasley on January 26, 2023
Permissions question
I have invited a member of our team as a "view only" user in Hubspot, but somehow he is inadvertently creating new companies and contacts whenever he sends emails. Is there a permissions setting that I have overlooked? I don't want him accidentally read more
Reply Discussion Professional
0 upvote
3 Replies
WBeasley
Participant
January 26, 2023
Never mind! Another admin added a plug in that was causing the issue.
Solved
WBeasley on January 26, 2023
Permissions question
I have invited a member of our team as a "view only" user in Hubspot, but somehow he is inadvertently creating new companies and contacts whenever he sends emails. Is there a permissions setting that I have overlooked? I don't want him accidentally read more
Reply Discussion Professional
0 upvote
3 Replies
WBeasley
Participant
January 26, 2023
Never mind! Another admin added a plug in that was causing the issue.
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