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jsearles
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Member since ‎Mar 27, 2017
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  • Replies
    4
  • Upvotes Given
    30
  • Upvotes Received
    6
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Activity

etautiva on April 24, 2017
If HubSpot has already collected information such as First Name, Last Name, and Email in a COS Page form, then this information should be able to prepopulate when booking a Meeting in Sales Pro. For example, if Jane submits a form on a landing page read more
Participant
January 10, 2019
In addition to what the other commenters have mentioned, the lack of smart fields often results in duplicate contacts when someone enters an email ot...read more
bellawu on April 06, 2017
IF statements is a nice addition, but it is useless if the 2 branches created cannot be reconnected to continue a workflow. Otherwise it just forces us to duplicate all the common events in two branches, once the IF exception is passed... http: read more
236 upvotes
92 Replies
Participant
July 13, 2018
Active Campaign Rejoining IF/THEN branches in Active Campaign
bellawu on April 06, 2017
IF statements is a nice addition, but it is useless if the 2 branches created cannot be reconnected to continue a workflow. Otherwise it just forces us to duplicate all the common events in two branches, once the IF exception is passed... http: read more
236 upvotes
92 Replies
Participant
July 13, 2018
Active Campaign Rejoining IF/THEN branches in Active Campaign
alittle718 on June 22, 2017
This issue has come up more than once for various needs: We need to add Partner (rather than other), some people are just business contacts (more details would delight me more than "other"). The inability to edit these doesn't give our business cont read more
Participant
January 08, 2018
Yes, we'd like to have Ex-customer.
bellawu on April 06, 2017
Allow company property changes to re-enroll contacts into workflows. Currently no company properties can be used as re-enrollment criteria, so although we can use a workflow once to set company record data, we can't do it again. All of our major re read more
41 upvotes
18 Replies
Participant
December 11, 2017
Important feature for B2B users who rely on the company record and need to sync company changes with contact records.
Stevie on April 19, 2017
Currently, HubSpot will only automatically associate a Contact with a Company if the Contact's email sending domain matches the Company Domain Name of a Company record. If a Contact is using an email address that was not supplied by their company, i read more
131 upvotes
35 Replies
Participant
July 26, 2017
I would be quite happy with a Workflow option that allows me to associate a contact with a company or vice versa. That would be a really great featur...read more
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