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jsearles
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Membre depuis ‎mars 27, 2017
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  • Réponses
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  • Mentions J'aime ajoutées
    30
  • Mentions J'aime obtenues
    6
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Activité

etautiva le Avril 24, 2017
Meeting Booking Form Prepopulates with Known Values
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 Lire la suite
Répondre Idée Contacts & Companies Forms Meetings
149 Mentions J'aime
79 Réponses
jsearles
Participant
Janvier 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...Lire la suite
bellawu le Avril 06, 2017
IF branches reconnection
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: Lire la suite
Répondre Idée Workflows
236 Mentions J'aime
92 Réponses
jsearles
Participant
Juillet 13, 2018
Active Campaign Rejoining IF/THEN branches in Active Campaign
bellawu le Avril 06, 2017
IF branches reconnection
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: Lire la suite
Répondre Idée Workflows
236 Mentions J'aime
92 Réponses
jsearles
Participant
Juillet 13, 2018
Active Campaign Rejoining IF/THEN branches in Active Campaign
alittle718 le Juin 22, 2017
I want to edit the Lifecycle stages for contacts
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 Lire la suite
Répondre Idée Account Settings Contacts & Companies
196 Mentions J'aime
58 Réponses
jsearles
Participant
Janvier 08, 2018
Yes, we'd like to have Ex-customer.
bellawu le Avril 06, 2017
Allowing Workflow Re-Enrollment for Company Properties
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 Lire la suite
Répondre Idée Workflows
40 Mentions J'aime
18 Réponses
jsearles
Participant
Décembre 11, 2017
Important feature for B2B users who rely on the company record and need to sync company changes with contact records.
Stevie le Avril 19, 2017
Automatically associate Contacts with Companies based on Company Name property
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 Lire la suite
Répondre Idée Contacts & Companies
131 Mentions J'aime
35 Réponses
jsearles
Participant
Juillet 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...Lire la suite
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