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aericks2
Miembro | Partner nivel Platinum
Miembro | Partner nivel Platinum
Miembro desde ‎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.

Actividad

OlgaPat en Noviembre 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. Leer más
Responder Idea Deals
5 Me gusta
3 Respuestas
aericks2
Miembro | Partner nivel Platinum
Junio 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 en Junio 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.
Responder Idea Snippets & Templates
88 Me gusta
29 Respuestas
aericks2
Miembro | Partner nivel Platinum
Febrero 13, 2020
I can't believe this isn't possible. So does it just populate as a blank space?
alivia en Febrero 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 Leer más
Responder Idea Campaigns Contacts & Companies
305 Me gusta
155 Respuestas
aericks2
Miembro | Partner nivel Platinum
Octubre 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...Leer más
alivia en Febrero 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 Leer más
Responder Idea Campaigns Contacts & Companies
305 Me gusta
155 Respuestas
aericks2
Miembro | Partner nivel Platinum
Octubre 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...Leer más
Shay en Abril 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 Leer más
Responder Idea Forms
116 Me gusta
38 Respuestas
aericks2
Miembro | Partner nivel Platinum
Octubre 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...Leer más
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