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charliepinker
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Member since ‎Jul 18, 2018
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  • solutions
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  • Replies
    17
  • Upvotes Given
    43
  • Upvotes Received
    112
  • Ideas
    3

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Charlie Pinker

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

Activity

brent1 on January 04, 2018
Need to bulk associate Activities with a Deal
Most all other CRMs have the ability to bulk associate, or edit, Activities with a specific Deal. So if I want to go back and link emails, calls, tasks, etc., to a specific deal I currently have to do it on a one by one basis. This should be an easy read more
Reply Idea
115 upvotes
37 Replies
charliepinker
Contributor
May 16, 2023
Same here. If I want to associate emails already logged, with a newly created deal, I have to do each one manually. A better solution would be fo...read more
SamuelBanks on May 17, 2022
Conditional Sidebars Refresh On Save
Hey HubSpot We love the use of Conditional Sidebars in HubSpot, however, when we input data into a field that triggers a conditional segment/view - we need to remember to refresh for the segment to show. Whilst not ideal, this is okay, but our m read more
Reply Idea Users & Teams & Permissions
7 upvotes
1 Reply
charliepinker
Contributor
March 09, 2023
Agreed. Having to refresh the page is really problematic for us. There is important, mandatory infomation that needs to be entered within conditional...read more
charliepinker on March 08, 2023
Ability to choose audio device for inbound call ringing
With the inbound calling functionality, an audio ringing alert is played through the default system speaker (I'm on a Mac). My system speaker is set as my headset, which I only wear when I pick it up to make a call, so I'll never hear these noti read more
Reply Idea Calling
9 upvotes
0 Reply
charliepinker on March 08, 2023
Desktop notifications for inbound calls in the browser
Hubspot has recently launched Hubspot phone numbers (currently in beta) that support inbound calls. Currently the only way a user will know if an inbound call is being received is: An audio ringing sound through the system audio device A vis read more
Reply Idea Calling
8 upvotes
0 Reply
leebetts on October 31, 2018
Start sequence from a reply in gmail
I would like the ability to start a sequence from a reply in gmail. Here is just one use case: 1. We start a prospect on a sequence, which encourages them to book a demo with us. 2. The prospect replies to one of the emails in the read more
Reply Idea Sales Email Extensions & Add-Ins Sequences
62 upvotes
65 Replies
charliepinker
Contributor
March 06, 2023
I would value the ability to enroll contacts into sequences from within gmail. In my example, I am sometimes CC'd into 'final payment reminders' from...read more
FernandoElias on November 18, 2020
Making calculations within reports or dashboards
It'll be great to have this functionallity so we can have more powerful insights within HubSpot.
Reply Idea Dashboards & Reports
578 upvotes
124 Replies
charliepinker
Contributor
February 08, 2023
I would value this. For example, I have two dashboards/reports - one showing upsells each month and one showing churn (lost revenue) each month. I'd...read more
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