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Lu2Swag
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Member since ‎Dec 12, 2018
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  • Replies
    7
  • Upvotes Given
    22
  • Upvotes Received
    141
  • Ideas
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Lorna Hicks

Working on a complete Hubspot Integration for my current company - across Sales, Marketing and Customer Service. Designed and published Hubspot CMS, Integrated Service Hub with Customer Service Team and Developed Sales Deal Stage Pipeline. Using Sales, Marketing and Service Hub.

Activity

jholyoak on May 20, 2020
Has anyone identified a way to calculate ticket-specific Due Dates within Service Hub? We leverage the Create Date and SLA expectations to drive workflows but have not found a way to calculate a Due Date (custom field) using the Create Date + SLA ti read more
2 upvotes
3 Replies
Contributor
May 26, 2020
We haven't really considered this as a need for us but I can see why you would like it. Seperately we KPI on speed through the pipeline (based o...read more
Lu2Swag on January 08, 2020
So if you @mention a Hubspot user you have to do this for each individual user- no way to mention a group of users if you find yourself typing multiple names over again. I thought I could create this witin a snippet so I could #Group and then al read more
11 upvotes
3 Replies
Eumari on August 22, 2018
We've been using the notes section & the mention (@) option on contcats & deals quite a bit however, as we start to cmmunicate more and more through this section, a REPLY mention will be great. This way we could see who replies and when. Int read more
Contributor
May 09, 2019
Yes and also if you reply within the note there is no email notification that someone has replied. This is a problem for our users that aren't using ...read more
Lu2Swag on March 15, 2019
In the general pipeline settings you can automate the ticket status when a customer replies - I need this functionality to happen across pipelines - for example we have a less used pipeline called 'training' we want replies on this ticket pipeline t read more
1 upvote
2 Replies
Contributor
April 17, 2019
I did solve this with the help of support thank you. - We added another column within the pipeline called 'Replies Auto Only' and in the general sett...read more
Floataway on March 14, 2019
We have just started working with Hubspot and I am have questions about the email integration. How do I stop it from adding a contact every time an email is sent? I emailed a help desk about a product I have and it's now a contact. Does it automatic read more
0 upvote
3 Replies
Contributor
March 18, 2019
Yes you can toggle or delete the bcc. I think a good way to ensure tracking is to stay in Hubspot - email the contact within hubspot and it is sure to...read more
roarkjanis on April 08, 2017
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Contributor
March 15, 2019
We have been relying on this functionality working in the Conversations Inbox... I didnt realise the attachments in the Sales Hub is still in Beta......read more
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