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DanAt3DV
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Member since ‎Apr 4, 2017
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  • Upvotes Given
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  • Upvotes Received
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seobrien on November 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 read more
Reply Idea Contacts & Companies
579 upvotes
143 Replies
DanAt3DV
Contributor
January 12, 2018
@malcomslater - this would certainly be beneficial. Happy to beta test...
mschnitt on April 05, 2017
Xero integration for Contacts, Records and Invoice History
For your CRM, it would be amazing to have Xero integrated similar to how other CRM's do it e.g. https://capsulecrm.com/addons/xero/
Reply Idea Contacts & Companies Integrations
108 upvotes
87 Replies
DanAt3DV
Contributor
January 11, 2018
Do we have an ETA on this as yet Hubspot?
DanAt3DV on June 06, 2017
Use personalization tokens in chat
We're loving messages within Hubspot and the links to smart lists and 'Known Contacts'. Would it be possible to add some personalisation tokens e.g. [Contact first name] to the 'Welcome message'?
Reply Idea Conversations
67 upvotes
25 Replies
DanAt3DV
Contributor
December 07, 2017
Hi @ron_kagan , Thanks for this but as Hubspot are willing, we'd rather keep everything in one place rather than subscribing to another service. ...read more
Solved
clesar on December 04, 2017
Creating a partner-portal for resellers
Hi guys, This is Clemens from Chemnitz (GER). I am completely new to HubSpot - and, unfortunately, so is our whole company. To the actual question: Imagine we are acting as a distributor for three similar products of three different companie read more
Reply Discussion
4 upvotes
8 Replies
DanAt3DV
Contributor
December 04, 2017
Hi @clesar If I am reading this correctly, you would like a form on a landing page for resellers to complete as needed... In which case, I woul...read more
mschnitt on April 05, 2017
Multiple Calendar Integration for HubSpot Sales Meetings
I have a range of calendars I created in Google that all work within my primary calendar account. I created these for personal, volunteering, etc., so they could be color coded in my main calendar view for quick reference. Unfortunately, these seco read more
Reply Idea Meetings
68 upvotes
45 Replies
DanAt3DV
Contributor
September 28, 2017
Kudos added. I'd bring my consultants and director's on if this was resolved. Currently it's just me using it from a team of 8.
SeanHenri on May 19, 2017
Slack Integration with Messages (Chat)
It's challenging to keep the Messages app open all the time in my browser. It would be amazing if I could be notified of new chats in Slack. Even better would be the ability to hold the entire conversation right in Slack, with the option to sw read more
Reply Idea Conversations Integrations
110 upvotes
68 Replies
DanAt3DV
Contributor
July 19, 2017
@dharmesh was there any update on this at all?
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