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kkbockin
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Mitglied seit ‎Jul 25, 2018
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Kim Bockin

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Aktivität

giuliastradoni on April 21, 2022
Associate only primary company while creating deals from contact workflow
We should be able to choose if we want to associate only the primary company or all the companies of the contact while creating a new deal via workflow. Please add this option to the create record action in workflows
Antworten Idee Workflows
26 Likes
4 Antworten
kkbockin
Teilnehmer/-in
Januar 04, 2023
I would also be interested in helping with beta testing. Deals associating to more than one company messes up my Salesforce integration (in Salesforc...Beitrag ansehen
JTroskie on März 30, 2022
Group/categorise subscription types
It would be really useful to be able to group/categorise subscriptions, for example, if we have partner communications, there are different subscription types relating to that (partner newsletter, product updates etc.), that would fall within the p Beitrag ansehen
Antworten Idee Marketing Emails
37 Likes
7 Antworten
kkbockin
Teilnehmer/-in
Juli 19, 2022
This would be immensely useful... especially for Enterprise customers. We have multiple marketing teams working within our portal but yet have to sha...Beitrag ansehen
nathanparis on Mai 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
345 Likes
107 Antworten
kkbockin
Teilnehmer/-in
September 02, 2021
Looking for a solution to this for our Salesforce integration. I want to sync notes into the contact activity log in SFDC without creating a task (an...Beitrag ansehen
lujemo on Juni 02, 2020
Show child companies in Target Account overview of parent company
We need the functionality to display child companies and associated info in the target account overview of a Parent company account. Currently, if we have the parent company as a target account, we can't see any child company information. We Beitrag ansehen
Antworten Idee Contacts & Companies
79 Likes
31 Antworten
kkbockin
Teilnehmer/-in
März 24, 2021
Also agree... we have global key accounts and we want to view and there are dozens of child accounts under them. What is the point of this target acc...Beitrag ansehen
platform9mktg on August 11, 2019
Enable search for deleted contacts & companies
Hubspot enables you to look through deleted contacts and recover them manually, but if you delete a large number (say 100K which we just did) trying to find one or two is difficult. If we could search using emails (i.e., the same way you can se Beitrag ansehen
Antworten Idee Contacts & Companies
48 Likes
17 Antworten
kkbockin
Teilnehmer/-in
Januar 21, 2021
Extremely necessary!!
asmeal12 on Oktober 17, 2018
Globally Manage Users Notification Preferences
[7/7/2022 Update] Since this post has continued to receive upvotes and comments, I wanted to take a moment to update my original post to clarify this is now live for Enterprise users . Learn More: https://knowledge.hubspot.com/settin Beitrag ansehen
Antworten Idee Account Settings
205 Likes
87 Antworten
kkbockin
Teilnehmer/-in
September 15, 2020
Just jumping on this bandwagon. Working on a HubSpot/Salesforce integration and NEED to control the amount of notifications users could be bombarded ...Beitrag ansehen
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