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KRi23
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Member since ‎Feb 3, 2023
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  • Upvotes Given
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  • Upvotes Received
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Klaas Riach

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Activity

rrcorgan on October 30, 2023
Heyyo! My team and I are excited to dig more into ChatSpot, particularly as it seems HubSpot's positioning it more and more as an all-in-one content creation tool: https://blog.chatspot.ai/your-swiss-army-knife-for-blogging-success? We're it read more
Participant
April 12, 2024
tldr: it's not private. We cannot use this great tool unless its a closed system. I am pretty sure many companies are using it without realizing the ...read more
HelenRoss on August 07, 2017
Often times I'm bulk editing data on our companies. Unfortunately, not everything can be done through a workflow (though I use those extensively too!). One of my absolute pet bug bears is that I need to click on each company in order to edit the pro read more
17 upvotes
10 Replies
Participant
April 12, 2024
+1! btw, is this post really from 2017? 😮 this is so basic in other systems...
donrua on February 28, 2021
For many companies, trade shows and events are a key driver of lead s throughout the year. But I cant' see a good way to track them with HS tools, and don't see the problem addressed in KB. We can't modify the Original Source drilldown 1 or 2 to a read more
8 upvotes
4 Replies
Participant
February 16, 2024
Absolutely agree!
bcg on April 17, 2023
As a user, I would like to be able to create a task list that is filtered by the task ‘TITLE.’ Currently, we can filter tasks using the ‘Search task title’ bar but we’re unable to save filtered tasks lists based on the task title.
5 upvotes
6 Replies
Participant
February 02, 2024
this is needed
ShareMyToolbox1 on October 20, 2021
Often we have internal email chains related to contacts, companies and/or deals that need to be logged in CRM. The customer contact name may or may not be part of the email chain. There needs to be a way to manually log an email chain to a contact w read more
17 upvotes
6 Replies
Participant
December 15, 2023
Any updates on this or potential workarounds? Pipedrive uses the deal ID for this deal specific forwarding address FYI.
Solved
SRS1 on March 08, 2023
Does anyone know of a way to automatically associate a deal to a ticket? Specifically, if the contact has a deal associated to it, is there a way to copy that association onto the ticket for that contact? Thanks!
4 upvotes
8 Replies
Participant
December 14, 2023
When creating a ticket from a deal, the deal is automatically associated - but not the company. When I then want to associate a company, I need to s...read more
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