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charliepinker
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Member since ‎Jul 18, 2018
  • solutions
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  • Replies
    18
  • Upvotes Given
    37
  • Upvotes Received
    90
  • Ideas
    1

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Charlie Pinker

I do Customer Success and Operational stuff for startup and early stage SaaS companies.

Activity

YiRui_Chua on February 02, 2023
Hi team! Currently, company sync will only be based on company domain name and company name. However, a lot of times, the naming might be inconsistent across the data bases (e.g. hubspot vs intercom) As such, it would be great if we can select a d read more
0 upvote
3 Replies
Contributor
February 06, 2023
This would be excellent. Without this I'm currently unable to sync company-level information from Hubspot to Intercom, which would be a huge help. ...read more
XavierDrake on April 13, 2017
It would be nice if we could set a Default Pipeline under Deals in a similar way that we can set a Default View. We have product managers who care more about a specific product pipeline than other reps would. At the moment, even if we set a Defualt read more
83 upvotes
18 Replies
Contributor
September 25, 2020
Hi @Bruno_Teixeira yes, that's why this idea has been created, to change that!
XavierDrake on April 13, 2017
It would be nice if we could set a Default Pipeline under Deals in a similar way that we can set a Default View. We have product managers who care more about a specific product pipeline than other reps would. At the moment, even if we set a Defualt read more
83 upvotes
18 Replies
Contributor
September 25, 2020
Hi @Bruno_Teixeira yes, that's why this idea has been created, to change that!
maggiebutler on September 14, 2020
OpsLife is HubSpot's newest community for Operations professionals. Whether you're in Marketing Ops, Sales Ops, Customer Success Ops, RevOps, or another type of Ops role -- we're here to provide a home for the content, education, and resources you n read more
16 upvotes
103 Replies
Contributor
September 16, 2020
Thanks for the head up Sharon, I'll keep an eye on the community! I work in a small agile product team so I do pretty much everything apart from ...read more
liangsj on September 04, 2020
Submitted on behalf of customer, The customer would like more conditional logics for "Delay until something happens" similar to if/then branches and workflow enrollment triggers.
1 upvote
4 Replies
Contributor
September 07, 2020
Exactly that (I'm the customer being referred to 🙂 ). As we have so many workflows I wanted to use the "wait until event happens" to consolida...read more
charliepinker on September 26, 2018
It would be really helpful to be able to link to specific activities in the timeline of a company or contact. For example, linking to a specific note or logged call. This will allow our team to share call notes with others by sending them a link, ra read more
51 upvotes
30 Replies
Contributor
August 06, 2020
I spotted that recently too, but as you say, there's no apparent way to obtain these links yourself, which is annoying. Given they already exists, th...read more
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