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kgrider
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Member since ‎Mar 2, 2018
  • solutions
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  • Replies
    2
  • Upvotes Given
    21
  • Upvotes Received
    63
  • Ideas
    1

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Kaitlin Rider

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Activity

kimswiftmedical on December 18, 2019
Some of my team members use Spark and they really love it. I want them to be able to benefit from the same kind of advantages that the Gmail / Outlook add-ons, but not force them to switch! Please make an integration!
374 upvotes
100 Replies
Participant
November 20, 2020
How do you all currently manage Hubspot users that use Spark?
rbrochu on March 28, 2018
When using the BCC or Forward function in communications with a contact, the emails should be logged under the deal and not just the contact (who is associated with the deal). Typically there are multiple contacts associated with any given deal an read more
44 upvotes
10 Replies
Participant
April 06, 2018
Yes, we need to be able to associate deals in an email through one of the email integrations or the BCC or Forward address. Specific BCC address fo...read more
seobrien on November 29, 2016
The Sales CRM functions more as intended for lead capture from a web form where one email would be provided to create the contact record. You're thinking in terms of the CRM as a Sales and Marketing tool, which it is, but it's also just a CRM: C read more
588 upvotes
143 Replies
Participant
April 06, 2018
Yes, this would be great! We have so many duplicate contacts in Hubspot because they have multiple email addresses.
kgrider on March 27, 2018
I want to generate a report of all of the meetings I have scheduled this year. I was just told on the phone that there is not a way to generate the report. We had to export the dashboard and apply a filter to Upcoming Meetings to get the data but read more
64 upvotes
17 Replies
kristusv on January 22, 2020
It happens frequenly enough for us where we have two different deals for a single deal. Either because we're working through a partner or a deal has gone stale enough where it makes sense to create a new deal for them (from a commission perspect for read more
458 upvotes
51 Replies
Participant
March 08, 2018
Yes, this is an excellent idea! I ran into this as a problem today. We can merge contacts and companies but not deals, so it shouldn't be too hard to...read more
Solved
NickMTS on June 14, 2017
In my industry we create a deal when we receive a phone call. We type in the information as we go but unfortunately the deal information won't create a contact. Is there a way to automatically create a contact with the information we put in to read more
6 upvotes
7 Replies
Participant
March 05, 2018
What app through Zapier did you use to make this happen? This would be very useful for me as well! I often create deals prior to creating contac...read more
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