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kgates
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Member since ‎Jun 6, 2024
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Kayla Gates

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kgates
Contributor
December 01, 2025
Reply to Enrolling a Contact into a Sequence on Contact Record
Having sequences as a card property in the contact record (like segments and workflows) would be so useful to show -what sequences they were or are c...read more
kgates
Contributor
September 26, 2025
Reply to Ways to set existing property as unique
Sorry you had this issue! We had a similar issue occur recently and the fact that we are unable to edit the unique identifier option casued a lot of...read more
kgates
Contributor
July 07, 2025
Reply to Use custom unique identifier instead of email address
We have created a custom unique id but are still having issues with the CRM ignoring it when email comes into play. It would be nice to ahve a settin...read more
kgates
Contributor
July 07, 2025
Reply to Custom unique identifier and forms
It would be super helpful to have a customer unique id property be able to override/match up to exisiting in hubspot when a conact fills out a form. ...read more
kgates
Contributor
July 01, 2025
Reply to How to lock a property from being overwritten?
It would be nice if this was an option. Even for bulk upload situations. We like to use Personas to catagorize our leads and clients but we want to ...read more
kgates
Contributor
February 28, 2025
Reply to Using forms feature as order forms
I second the "A llowing a "Summary" end screen with a recall of the question choices". this is a greta idea and seems like a basic function that shou...read more
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