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aericks2
Member | Platinum Partner
Member | Platinum Partner
Member since ‎Oct 27, 2018
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Andrew Erickson

Andrew is a partner at ALANIZ, a full stack digital marketing agency and Platinum HubSpot Solutions Partner in the San Francisco Bay Area.

Activity

JBroadley4 on August 29, 2024
Export/Import of Leads (through the Prospecting feature)
The introduction of Prospecting to manage leads is a welcome addition to HubSpot. We have adopted it and over all it works really well. However, some of the standard functionality in how you manage other record types (companies, deals and conta read more
Reply Idea Contacts & Companies Custom Objects Deals Imports & Exports
17 upvotes
4 Replies
aericks2
Member | Platinum Partner
September 10, 2024
Totally agree. I need migrate "leads" from another CRM for a client and this is currently not possible. It sounds like there is no import wizard l...read more
OlgaPat on November 13, 2020
Hubspot's Quickbooks Native App Feature: Linking Quickbooks Invoices to Existing Hubspot Deals
The title basically says it all. I wish there was a way, when a new invoice is created in Quickbooks that it would link to an exisiting deal in Hubspot. We send monthly invoices and creating a new deal for each invoice clutters up the pipeline. read more
Reply Idea Deals
5 upvotes
3 Replies
aericks2
Member | Platinum Partner
June 23, 2022
I would love to have invoices append to existing deals - or have the opiton for them to creat new deals. Thanks for considering.
mphnyc on June 22, 2017
Default Values for Personalization Tokens in HubSpot Sales
Would be good if the same HS Marketing functionality for a deafult value for something like First Name and Compan Name was available in the HubSpot Sales Template feature. Right now, there is no way to set a default fallback value for tokens.
Reply Idea Snippets & Templates
95 upvotes
31 Replies
aericks2
Member | Platinum Partner
February 13, 2020
I can't believe this isn't possible. So does it just populate as a blank space?
alivia on February 06, 2018
Attaching Offline contacts to a campaign
Hey, We need to be able to attach contacts we upload to a campaign in Hubspot. Let's face it, not many companies are 100% online, we all go to events and attend conferences where we get contacts, or even do hosted paid and are given lists of con read more
Reply Idea Campaigns Contacts & Companies
308 upvotes
156 Replies
aericks2
Member | Platinum Partner
October 31, 2019
@pweston3 - Thanks for letting us know about this new feature. I just led the SF Bay HUG and it was voiced by many that this is a huge issue for t...read more
alivia on February 06, 2018
Attaching Offline contacts to a campaign
Hey, We need to be able to attach contacts we upload to a campaign in Hubspot. Let's face it, not many companies are 100% online, we all go to events and attend conferences where we get contacts, or even do hosted paid and are given lists of con read more
Reply Idea Campaigns Contacts & Companies
308 upvotes
156 Replies
aericks2
Member | Platinum Partner
October 31, 2019
@pweston3 - Thanks for letting us know about this new feature. I just led the SF Bay HUG and it was voiced by many that this is a huge issue for t...read more
Shay on April 10, 2017
Smart Lead flows
Migrated from legacy feedback forum with 8 votes. The leadflows that exist were great however it would be fantastic if certain people could see certain leadflows from the same page i.e. a marketing qualifed lead would see a "Download this gu read more
Reply Idea Forms
116 upvotes
38 Replies
aericks2
Member | Platinum Partner
October 27, 2018
A few other features that IMO are critical. - Ability to set lead flows to appear based on blog category in wordpress. - Auto-optimization of...read more
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