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dorecchio
Contributor | Platinum Partner
Contributor | Platinum Partner
Member since ‎May 26, 2017
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  • solutions
    0
  • Replies
    5
  • Upvotes Given
    18
  • Upvotes Received
    58
  • Ideas
    3

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Dave Orecchio

Business Growth Advisor Helping Business Leaders Meet Changing Buyer Demands with Inbound Sales and Inbound Marketing. Hubspot Partner.

Activity

willcurran on April 16, 2017
Workflow Trigger: Meeting Scheduled
Would be great to have a workflow trigger to trigger on a meeting scheduled using the meeting tool.
Reply Idea Meetings Workflows
123 upvotes
34 Replies
dorecchio
Contributor | Platinum Partner
March 21, 2023
We have done this. Assume you are using the Hubspot meeting tool and one of the meeting links you created. Just use the enrollment trigger - f...read more
AZapparov on October 05, 2021
Create custom themes/templates for Customer Portal [beta]
Will be good to have more appearance options to edit Customer Portal [beta] and will be great to have option to create own theme/templates According to this article https://developers.hubspot.com/docs/cms/guides/getting-started-from-th read more
Reply Idea CMS Development Tools Products and Quotes
28 upvotes
9 Replies
dorecchio
Contributor | Platinum Partner
January 16, 2023
Absolutly need to be able to customize the customer portal theam and functionality to meet customer journy requirements.
FCadiou on February 10, 2022
Add columns to the customer portal view such as category or priority
Hello, It will be interesting to have the possibility to set which properties can be showed on the customer portal such as category or priority for example. Thanks !
Reply Idea Knowledge Base Tickets
27 upvotes
8 Replies
dorecchio
Contributor | Platinum Partner
January 16, 2023
Really need more control of the information the customer can see.
MarciaDegnan on March 23, 2022
Customization in the Customer Portal
It would be great to be able to customize the customer portal with something other than support tickets. Ex. A place for customers to upload documents, view project status, etc.
Reply Idea Tickets
40 upvotes
11 Replies
dorecchio
Contributor | Platinum Partner
January 16, 2023
Very important to be able to customize the customer portal.
dorecchio on October 24, 2022
Support Index Now for SEO with Bing and other search engines
We are working through an issue with one client who hosts their website on Hubspot CMS. Bing stopped indexing their pages in August 2022. Prior to that date indexing was fine. Researching this Bing (and Microsoft) is suggesting we install Ind read more
Reply Idea CMS Development Tools Domains & URLs SEO
2 upvotes
0 Reply
SmartMoving on August 23, 2021
Prevent inbound conversations from automatically creating new HubSpot Contacts
We have our support email connected to a common inbox in HubSpot (Conversations -> Inbox). We regularly have third-party vendors (Not customers) send us questions as we onboard our mutual accounts. Once we reply to their conversation, there i read more
Reply Idea Conversations
3 upvotes
3 Replies
dorecchio
Contributor | Platinum Partner
June 17, 2022
Totally agree with this because for a company email like contact@ or sales@ they very quickly attract spam email and that floods the conversation inb...read more
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