HubSpotMaster

Key Advisor | Platinum Partner

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solutions
33
Replies
156
Upvotes Given
227
Upvotes Received
247
Ideas
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Adam Sharrow

Have spent 10+ years helping businesses utilize software in their business process. I love working with teams to define a process and use software to automate and create efficiency. I love HubSpot and the ease of use it provides. Love to talk more about it

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DTadd1 on December 07, 2021

Custom object pipelines need a funnel report

Currently you can create a custom pipeline for a custom object and view/change your stages via a board like deals. We should also be able to create funnel reports (such as default reports available for the deal board). This would be extremely he read more

Reply Idea Custom Objects

48 upvotes

7 Replies

HubSpotMaster

Key Advisor | Platinum Partner

November 02, 2022

Yes - Pipeline should replicate all features of normal pipelines

Solved

Snohomish on September 04, 2017

HIPPA compliance with CRMs

Hello, I am a health provider and have some concerns about sharing my emails with Hubspot CRM. How can I ensure that Hubspot CRM is HIPPA compliant? I need to be able to protect my patient's health information including their emails and other read more

Reply Discussion

7 upvotes

17 Replies

HubSpotMaster

Key Advisor | Platinum Partner

November 02, 2022

How have folks handled connecting Inboxes for sales folks and remaining HIPPA compliant?

svensktihjartat on February 10, 2021

Knowledge Base: Last modified date and article views in the article footer.

Hi all, We need the ability to display the "Last modified" (or "Last updated") date as well as the Article views in the article footer. As you know, both types of information are available in the backend. I could therefore imagine, for example, read more

Reply Idea Knowledge Base

61 upvotes

9 Replies

HubSpotMaster

Key Advisor | Platinum Partner

July 13, 2022

Are there any updates here? This is super valuable for visibility on the website and behind the scenes for making sure there are no stale documents

BHo on September 08, 2021

Add required stage properties for custom object pipelines

Similar to Deals, it would be great to have the option to set required stage properties for custom object pipelines.

Reply Idea Custom Objects

34 upvotes

13 Replies

HubSpotMaster

Key Advisor | Platinum Partner

May 31, 2022

@ybaptiste Thanks for adding feedback on the timeline. Is this still being targeted by the end of the year or maybe sooner?

Mattia on July 22, 2020

Add personalization token in title of task created through sequence

When creating a task through an automated workflow, it is today possible to personalize the title of that task with tokens (e.g. contact's first and last name). That is extremely helpful, since many tasks might be created this way and without any p read more

Reply Idea Sequences

14 upvotes

4 Replies

HubSpotMaster

Key Advisor | Platinum Partner

May 12, 2022

Very shocking, and important, its the same feature, please add to the sequence tool

Solved

DMollard on March 07, 2022

WhatsApp Integration

Hi community! We are searching for a WhatsApp integration with Hubspot. We were taking a look at WhatsHub but it seems it only allows one computer/user to be concurrently connected to a phone device/number. What we would really need is to have only read more

Reply Discussion

0 upvote

12 Replies

HubSpotMaster

Key Advisor | Platinum Partner

March 07, 2022

https://www.leadsruptive.com/whathub-whatsapp-hubspot-integration/

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