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cynthiapossen
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Membre depuis ‎janv. 8, 2019
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Cynthia Possen

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ozgesila le Novembre 26, 2020
Best practices for multiple email addresses in Salesforce integration
Hello HS Community, We're using Salesforce integration. As you all know Hubspot track and merge multiple email addresses of a contact. So whenever you click details you're seeing the primary and secondary email addresses of the contact. But, Lire la suite
Répondre Discussion Contacts CRM Forms Integrations
5 Mentions J'aime
8 Réponses
cynthiapossen
Participant
Mars 31, 2022
Hi, We are also still struggling with what the best way for handling these duplicates from a system perspective. As email adress is such a cruci...Lire la suite
Résolues
sharath le Janvier 05, 2018
Followup email for forms submitted on external sites
When we embed HubSpot forms on an external website, we should be able to send followup email from HubSpot, right now the option is available only when the forms are embedded on HubSpot pages.
Répondre Discussion
2 Mentions J'aime
9 Réponses
cynthiapossen
Participant
Mars 16, 2022
Hi, I see this topic has been around for many years and probably in the meantime a lot has changed except the fact that we still need to create W...Lire la suite
rossfairbairn le Octobre 14, 2019
Combine property values in workflows
I'd like to be able to combine values in workflows when setting/copying properties. This is largely motivated by combining contact first name and last name but could be useful for other properties. e.g. 1. The trigger is hit 2. Copy contact fir Lire la suite
Répondre Idée Workflows
22 Mentions J'aime
3 Réponses
cynthiapossen
Participant
Novembre 23, 2021
Hi, I just adjusted a running WF with your instructions, tried it and it worked! Thanks!
Rianne le Mars 08, 2019
Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM
Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to Lire la suite
Répondre Idée Meetings
727 Mentions J'aime
403 Réponses
cynthiapossen
Participant
Septembre 24, 2020
Great to hear and to find out when we can start using the Microsoft Meeting link in our Outlook- Hubspot add-on, rather than havinbg the standard Zoo...Lire la suite
inespimentel le Octobre 19, 2017
Merge Campaigns
Beyond editing campaign titles which is not understanble why it isn't available, it would be really useful for us to be able to merge campaigns in order to group all the metrics. For example, we have campaigns on ebooks and case studies from 2015, Lire la suite
Répondre Idée Campaigns
114 Mentions J'aime
41 Réponses
cynthiapossen
Participant
Février 12, 2020
yes, here as well!
Arun_Opto22 le Avril 05, 2017
Export List of Forms to Excel
Currently, you can export a list of all your CTAs. This is great. There is no similar capability for Forms. I think this is needed.
Répondre Idée Forms
39 Mentions J'aime
10 Réponses
cynthiapossen
Participant
Septembre 16, 2019
Here as well needed, to update forms or use it as an suppression list for workflows
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