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kaitlynwells
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Member since ‎Nov 9, 2018
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Kaitlyn Wells

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kaitlynwells on July 06, 2022
Chatflow won't let me choose different workflows
Hi all, I am hoping someone can help me figure this out. I have created a chatflow that essentially mimics a progressive demo request form. Ultimately depending on the quick reply responses from a user, we will route information to different teams. read more
Reply Discussion Chat Conversations Workflows
1 upvote
2 Replies
kaitlynwells
Contributor
July 08, 2022
Thank you, I had been doing this already on the product selection. I ended up adding more properties to divert what I needed into another if/then bra...read more
kaitlynwells on July 06, 2022
Chatflow won't let me choose different workflows
Hi all, I am hoping someone can help me figure this out. I have created a chatflow that essentially mimics a progressive demo request form. Ultimately depending on the quick reply responses from a user, we will route information to different teams. read more
Reply Discussion Chat Conversations Workflows
1 upvote
2 Replies
kaitlynwells
Contributor
July 08, 2022
Thank you, I had been doing this already on the product selection. I ended up adding more properties to divert what I needed into another if/then bra...read more
kaitlynwells on May 31, 2022
Remove 3-Step Requirement from Pop-Up Forms
Hello, I would love to see the Pop-Up forms more flexible with the steps required for users. Currently we are required to include a Callout that will lead to another step, such as a Form, and then we have a third step to say Thank you and the user h read more
Reply Idea Forms
0 upvote
0 Reply
Florie_HM on May 19, 2020
Change publisher of LinkedIn post to the one that actually posted it.
In the current integration of LinkedIn and Hubspot, LinkedIn shows the name of the one who connected the LinkedIn account as the publisher of the post. Of course, many times, this won't be the case. This is misleading for administrators of the Linke read more
Reply Idea Social Media
18 upvotes
2 Replies
kaitlynwells
Contributor
March 18, 2022
Even worse than the above, the person that connected our account is no longer with the company, so we have a non-employee's name now associated with ...read more
Solved
vikram-mit on August 11, 2020
inserting date into email template
i have email template for our lead follow up emails where we usually suggest a date 2 business days of sending the email. currently, it is a pain to manually update the date every time we send email. is there a way to insert it dynamically the way w read more
Reply Discussion Templating
3 upvotes
32 Replies
kaitlynwells
Contributor
October 27, 2021
Found this while looking for a way to insert a dynamic date into an automatic email, this worked perfectly - thank you!
MarkSRasmussen on February 20, 2017
Ability to disable users
When users leave the company we want to remove their access to HubSpot. If we delete a user, their names are deleted from history. e.g. "User A created a Note" will no longer contain User A's name, but rather an internal number identifier, rendering read more
Reply Idea Account Settings
218 upvotes
102 Replies
kaitlynwells
Contributor
June 04, 2021
Would love to have this feature as well! I've recently had a contractor work on a development project for me in HubSpot and now that the job is done ...read more
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