RHudman

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Robert Hudman

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Activity

RHudman on December 11, 2024

HubSpot Slack Integration - Track messages as Activity against Contact Record

Hey Guys Wondering if you have anyone has evern solved the need to track Slack Messages as Activity against HubSpot Contacts? Essentially, I want to be able to see/track contact engagement/activity beyond just email and phone calls. I wan read more

Reply Discussion Contacts

0 upvote

1 Reply

RHudman on September 26, 2024

Trigger Workflows from Tasks

Hi Guys I would really like the ability to trigger workflows from tasks. IDeally be able to apply conditions to the trigger (such as Task Title Contains). A big benefit here would also to be able to customise and add new fields to Tasks module. T read more

Reply Idea Workflows

0 upvote

0 Reply

RHudman on August 08, 2024

HubSpot Meetings - Make attendee select which time when multiple options

Hi HubSpot One of the issues I have with HubSpot meetings is when there are multiple time options - the customer never thinks to choose one, and just books the default (first option in the meeting setup). I would like the option in HubSpot read more

Reply Idea Meetings

0 upvote

0 Reply

RHudman

Participant

June 01, 2024

Reply to OR Filters for Reports

I am just getting into reports after shelling out some pretty decent money for HubSpot. No OR logic in filters for reports....what the?? Then I...read more

RHudman on May 23, 2024

Outlook Addin - Create New Contacts from CC (that are not sender)

Hi Guys I like the Outlook Add-in, and being able to add the sender as a new contact. However, I would like to be able to add new contact from those that are in the CC (not the sender). This was available when using Zoho CRM and their read more

Reply Idea Sales Email Extensions & Add-Ins

3 upvotes

1 Reply

RHudman

Participant

April 17, 2024

Reply to Making queue a mandatory field in tasks

I really want to make this a mandatory item as well. As an added benefit, it would be great to have default Que settings. For example: If ...read more

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