clovria

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Caitlin Lovria

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brady_carpenter on August 06, 2020

Embed a unique URL with custom user fields

Hi there, I am building a sequence and in one of the emails, I am trying to generate a unique URL that is dyanamic based on the users first name and email address. Thus, I am trying to have the email send: https://numofinancial.typeform.c read more

Reply Discussion Email

1 upvote

4 Replies

clovria

HubSpot Product Team

November 23, 2021

Hi all! We just wanted to add some clarification that personalization tokens can be used as part of the URL, but this is only supported if they're ...read more

gemini87 on March 04, 2020

Turn off the automation of quote amount replacing the deal amount

We only want the deal amounts to be our software licenses and not include the hardware amount. Right now when you create a quote it automatically updates the deal amount. Sales reps have to manually update the deal amount. This causes issues with ou read more

Reply Idea Deals Products & Quotes

5 upvotes

1 Reply

clovria

HubSpot Product Team

January 19, 2021

Hi there! There is an option in the Deal settings where you can select which deal amount should represent the deal (ACV, ARR, etc) - one of the...read more

petervanhove on April 19, 2019

Prevent attachments from Outlook logging in Hubspot

1) Is there a setting not to add automatically attachments from emails (sent from office 365) into Hubspot? Now all these attachments appear in our Hubspot module and we do not want that.. 2) Is there a solution to delete attachments i read more

Reply Idea Sales Email Extensions & Add-Ins

5 upvotes

4 Replies

clovria

HubSpot Product Team

December 14, 2020

Hi all, We have a setting in the CRM that allows you to disable email attachments from logging. Instructions for this setting can be found her...read more

Jack_Wiser on June 27, 2019

Sequence tasks only being created on business days.

We have a sales cadence that is meant to automate the space between contacting leads. We need the cadence to be based on business days instead of calendar days. Weekends screw up the spacing between calls.

Reply Idea Sequences

3 upvotes

3 Replies

clovria

HubSpot Product Team

October 14, 2020

We've changed the setting in Sequenes to "Send emails and create tasks on business days only". If that setting is enabled for your Sequence, tasks wi...read more

bchansky on September 21, 2020

Mass Unenroll Feature

Hey Hubspot community, I think it would be incredibly helpful if there was a way to easily mass-unenroll contacts from sequences. While I know you can currently select multiple contacts within a sequence to be unenrolled, I think a filter tool read more

Reply Idea Contacts & Companies Sequences

6 upvotes

2 Replies

clovria

HubSpot Product Team

October 02, 2020

Hi there! Thanks for submitting this idea! Just wanted to comment to let you know that we do have a setting available in Sequences that will un...read more

realizeit on March 22, 2017

CRM Templates

When I select Templates from the drop-down, why do I see, taking up almost the entire page, Performance & Top Users? I have to scroll all the way to the bottom to actually get to my Templates--which is VERY tiny at he bottom. This should be at t read more

Reply Idea Sales Email Extensions & Add-Ins Snippets & Templates

2 upvotes

2 Replies

clovria

HubSpot Product Team

August 05, 2020

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