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DHeinlein
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Member since ‎Jan 12, 2023
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    12
  • Upvotes Given
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  • Upvotes Received
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  • Ideas
    1

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Dylan Heinlein

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DHeinlein on August 30, 2023
Logging Emails
Hello, My company has tried to achieve this in the past and we ran into a roadblack a couple months ago. We would like to log emails automatically in order to build our contact database without having to manually create contacts. Our main hu read more
Reply Discussion Professional
1 upvote
3 Replies
Solved
DHeinlein on June 29, 2023
Order Form
Hello, I have been trying to create an order form but I am running into big issues due to the fact you can only use a property one time. Is there any tool in hubspot that makes it more free form? I really don't want to create quantity 1; quantit read more
Reply Discussion Professional
0 upvote
1 Reply
DSzaloczi on October 07, 2022
Activity feed visibility control by teams / business units
Who is this feature for? Everybody who wants to control the visibility of sensitive data in the activity feed (like not to share data between departments or when setting up business units and the units have shared contacts). What is the goal read more
Reply Idea Activity Feed Users & Teams & Permissions
19 upvotes
6 Replies
DHeinlein
Participant
May 23, 2023
This change needs to be implemented. It makes no sense to force our company to share information on the activity tracker as there is confidentiality ...read more
Solved
DHeinlein on March 29, 2023
Removing email body on logged emails
Hello, My company has gone the route of logging emails in order to automatically creat contacts in HubSpot. The issue is we don't want all the logged emails showing in the activity feed due to NDA information showing. We are trying to delete the read more
Reply Discussion Professional
0 upvote
2 Replies
Solved
DHeinlein on March 08, 2023
Logging emails for contact automation
Hello, I need to know if there is anyway to log our emails in order to provide us with adding contacts automatically but also create a workflow that deletes all logged emails due to confidentially problems. The main reason we want to do this read more
Reply Discussion Professional
0 upvote
1 Reply
Solved
DHeinlein on March 07, 2023
Form Property
Hello, I am having issue on a form. I have a deal property that is a multiple checkbox dropdown and it is exactly what I want. Unfortunately it seems on the actual form it doesn't include multiple checkboxes in a dropdown when I used a contact pro read more
Reply Discussion Professional
0 upvote
6 Replies
DHeinlein
Participant
March 07, 2023
@danmoyle Yes with the way our company is currently structured it is probably the wrong strategy. I will probably just do single line text and man...read more
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