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kgrider
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Membro desde ‎mar 2, 2018
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Kaitlin Rider

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kimswiftmedical on Dezembro 18, 2019
Spark email client + HubSpot integration - we need this!
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!
Responder Idéia Integrations
380 avaliações positivas
100 Respostas
kgrider
Participante
Novembro 20, 2020
How do you all currently manage Hubspot users that use Spark?
rbrochu on Março 28, 2018
Email bcc and forward should log email under associated deal
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 Leia mais
Responder Idéia Contacts & Companies Deals
44 avaliações positivas
10 Respostas
kgrider
Participante
Abril 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...Leia mais
seobrien on Novembro 29, 2016
More efficient way to find and merge duplicate contacts
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 Leia mais
Responder Idéia Contacts & Companies
590 avaliações positivas
143 Respostas
kgrider
Participante
Abril 06, 2018
Yes, this would be great! We have so many duplicate contacts in Hubspot because they have multiple email addresses.
kgrider on Março 27, 2018
Exporting Meetings
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 Leia mais
Responder Idéia Meetings
65 avaliações positivas
17 Respostas
kristusv on Janeiro 22, 2020
Merge Deals
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 Leia mais
Responder Idéia Deals
458 avaliações positivas
51 Respostas
kgrider
Participante
Março 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...Leia mais
Solucionado
NickMTS on Junho 14, 2017
Create Contact With Deal
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 Leia mais
Responder Discussão
6 avaliações positivas
7 Respostas
kgrider
Participante
Março 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...Leia mais
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