We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included).

Allow cookies
Reject

Profile

teamgi
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Mar 14, 2019
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    40
  • Upvotes Received
    74
  • Ideas
    3

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Sharlene Reimer

This user hasn't created a bio yet. Edit your own profile here!

Activity

taasted on July 02, 2020
Cross-Object Workflow
Currently, you can't create a workflow that contains cross-object properties (i.e., Deal, Contact, Company) like you can with Reports. As an example, some organizations transition accounts from Sales to Account Managers post-sale. Therefore, the sal read more
Reply Idea Workflows
22 upvotes
7 Replies
Johnsobm09
Member
March 22, 2022
I would love the ability to set workflows based on Cross Object functions (Deals + Contacts) vs. having to first build a new Deal Property, then set ...read more
teamgi on October 27, 2021
A Blocking and Approval Process to Prevent Marketing Contact Tier Increases
While HubSpot has a few notices to notify if your account is getting close to the marketing contact limit, there is nothing in place to prevent the increase. For example, if a workflow is created that increases the number of marketing contacts read more
Reply Idea Marketing Emails User Notifications Workflows
2 upvotes
1 Reply
JHall13
Member
May 29, 2022
Also auto enrolment - ie a new contact comes into Hubspot from a form and is enrolled in a workflow and created as a marketing contact. Need to be a...read more
MichiEck on May 30, 2018
Date of Birth and Age
We use several target groups for different ages (for example 18-25, 30plus, 50plus) therefore we require a solid way how to categorize the age of a contact. Furthermore, this would allow to send Birthday-Mails or to set task for a call. Date read more
Reply Idea Contacts & Companies
75 upvotes
31 Replies
MScaramastra
Member
June 07, 2022
@teamgi That worked awesome TY
Jems212 on January 20, 2017
Update/Overwrite/Append Data Options for Contact Property Fields
Basically for each property I want 3 options to choose from: 1) Update value if blank 2) Append to value 3) Overwrite value Sample use case(s): Append Option: Notes Field I have a comments field on my contact form where someone sends us a query. read more
Reply Idea Contacts & Companies Forms
304 upvotes
93 Replies
Amy_Brierley
Contributor
June 30, 2022
We have only just discovered that the importing functionality has been not working the way we thought, with regards to properties that are multiple ...read more
bellawu on April 06, 2017
Workflow Error Notifications
Receive a notification for whenever one of my workflows encounters an error. This would avoid missing leads in real time due to undetected errors. http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/15774616-workflow-error-not read more
Reply Idea Workflows
236 upvotes
71 Replies
APearson
Member
May 10, 2022
+1 Another feature that seems like a no-brainer which should be already possible. Missing a bunch of errors as I have to manually go in and check ea...read more
Rianne on March 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 read more
Reply Idea Meetings
716 upvotes
402 Replies
poconnell
HubSpot Product Team
April 05, 2022
Hi All The MicroSoft Teams integration from HubSpot is live and available to all users in our HubSpot Marketplace - here is the direct link : ...read more
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started:
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.