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MSchumacher
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Member since ‎May 2, 2023
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Mark Schumacher

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MSchumacher on May 22, 2023
Importing Custom Fields in Outlook into CRM?
I have been using Outlook as my CRM for awhile and have a dozen or so custom fields that I've created in outlook (like a dependent's name, for example). If I were to create custom properties in the CRM, can I map the custom fields in Outlook to the read more
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0 upvote
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MSchumacher
Participant
May 23, 2023
Hi @kvlschaefer Thank you for replying. I will do that.
Solved
MSchumacher on May 22, 2023
Importing Custom Fields in Outlook into CRM?
I have been using Outlook as my CRM for awhile and have a dozen or so custom fields that I've created in outlook (like a dependent's name, for example). If I were to create custom properties in the CRM, can I map the custom fields in Outlook to the read more
Reply Discussion Starter
0 upvote
2 Replies
MSchumacher
Participant
May 23, 2023
Hi @kvlschaefer Thank you for replying. I will do that.
MSchumacher on May 02, 2023
Microsoft Word Integration / Mail Merge
2 years ago, another user proposed the idea of being able to add personalization tokens to documents before sending them out. It's a great idea, but apparently hasn't gone anywhere. I would like to propose that in addition to this, HubSpot develop read more
Reply Idea Integrations
1 upvote
0 Reply
AgendaJason on February 11, 2021
Personalization Tokens for Documents
I would like to have the ability to upload a document (like a legal agreement) and personalize the document with info found in company, contact and/or deal properties. For instance, I have an NDA that requires a company's legal business name (L read more
Reply Idea Sales Documents
26 upvotes
7 Replies
MSchumacher
Participant
May 02, 2023
Where is this request in the process? This would be highly functaional for my (financial services), but I would imagine for anyone with a role in sal...read more
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