ianjacob

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ThatChristinaG

Ian Jacob

I co-host HubShots, an unofficial weekly Aussie HubSpot podcast, hosted by myself and Craig Bailey. HubShots is ideal for busy, time-poor Ops/Service/Sales/Marketing Managers & users who need a quick update on the latest happenings in sales & marketing plus tips for using the HubSpot platform. We aim to provide quick insights, tips and recommendations to help improve results. I also run an agency, Search & Be Found. How do I use HubSpot? Daily across all Hubs for ourselves and our clients. We love automation.

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LAshtar le Juin 21, 2021

Sequences names

Hi! As for now, "Last Sequence Enrolled" property shows only the sequence Id. I understand that the only way to find the name of the sequence is through the URL (writing the portal ID and the sequence ID). As you can see it is complicated, ple Lire la suite

Répondre Idée Contacts & Companies Sequences

6 Mentions J'aime

1 Réponse

ianjacob

Contributeur | Partenaire solutions Platinum

Février 24, 2022

Yes, could not agree more. It is something that is useful as we are trying to create particular tasks based on the last sequence the contact was enr...Lire la suite

ngottron le Mars 30, 2020

Sending your contacts a Form Submission using Workflows + Marketing Email

Looking to send a copy of a form submission to your contacts when they fill out a form? Note: The following requires access to Marketing Emails and Marketing Workflow automation which is part of the Marketing Professional Hub Subscript Lire la suite

Répondre Discussion Follow up emails Forms Workflows

14 Mentions J'aime

6 Réponses

ianjacob

Contributeur | Partenaire solutions Platinum

Février 08, 2022

I agree especially if you have larger forms with data

WMerchen le Août 10, 2021

Task Due Date Property

This would be a property that could be used to filter down to tasks that are past due. This would be helpful for Sales teams and managers to see tasks that are not being completed and reassign those contacts to other people to complete the tasks.

Répondre Idée Dashboards & Reports Lists Properties

10 Mentions J'aime

4 Réponses

ianjacob

Contributeur | Partenaire solutions Platinum

Août 11, 2021

Totally agree!

Tangerine le Mars 13, 2017

Customize default country code for phone numbers

when a contact is added to Hubspot the telephone prefix is set to default to the US. I am in the UK and having to re set it for every contact is tiresome. why not have this as one of the choises in setting?

Répondre Idée Contacts & Companies

165 Mentions J'aime

64 Réponses

ianjacob

Contributeur | Partenaire solutions Platinum

Mars 29, 2021

As calling has improved in HubSpot to the point where many more businesses are using it I think this feature to have a default call location is impor...Lire la suite

NilsK le Janvier 02, 2020

Automatic adding of TAX (VAT) when creating quotes

We use a specific tax % on every quote so it should be possible to set a standard and e.g. add a 19% tax on every quote created automatically. Benefits: Saves times Avoid mistakes

Répondre Idée Products & Quotes

494 Mentions J'aime

179 Réponses

ianjacob

Contributeur | Partenaire solutions Platinum

Février 12, 2020

Yes. Even to add it as a template setting would be great.

22Eighteen le Octobre 15, 2019

Allow drag and drag email editor to automatically use system branding settings

Currently, the drag and drop email editor does NOT pull from system brand settings. So every time you want to create a new email you have to change font colours, fonts, and button colours. As part of the system set-up the brand primary and seco Lire la suite

Répondre Idée Marketing Emails

46 Mentions J'aime

7 Réponses

ianjacob

Contributeur | Partenaire solutions Platinum

Janvier 14, 2020

This is a great idea!

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