General HubSpot Ideas
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Have a way for a date field to trigger an email - so for someones birthday, or expiry date, or start date of a class...
We send birthday emails to our students - it would be great if hubspot automated this so that on the date thats in their record as their birthday, a personalized email goes out to them. This could also work with expiry dates, course start dates, end of semester dates, etc...
86 votes14 comments · Email Marketing · Flag idea as inappropriate… · Admin →in design ·
AdminRachel Decker
(User Experience Manager, HubSpot)
responded
This is now in design. We don’t have a release date yet but it should be available shortly (on the order of weeks).
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When a lead is deleted in Salesforce it should be automatically be deleted in HubSpot.
When a lead/contact is deleted in Salesforce it is not removed in HubSpot. As soon as HubSpot notices that the record is missing (within minutes, usually) it automatically recreates it. This presents itself as a new lead in SalesForce.
In order to keep that from happening we have to delete the contact in both places. Most of our sales people aren't in HubSpot - they have no need to be, so it's been causing a lot of confusiion.
So in that sense, the 2-way syncing is not completely 2-way. Can bi-directional delete functionality be added?
53 votes2 comments · Widgets, APIs & Integration · Flag idea as inappropriate… · Admin →in development · AdminRachel Decker
(User Experience Manager, HubSpot)
responded
Hi everyone,
Thanks for your ideas and feedback on this. This isn’t the kind of lengthy process we want you to have to go through. This is currently a priority with our team and it is being actively developed so that a deletion in one system will truly delete in the other.
I will update this thread once I have more information from our development team.
Thanks,
Rachel -
Allow for a rolling date in smart lists. Let me create a smart list and go back 4 months instead of after a fixed date.
When I create a smart list I want to be able to segment based on "4 months ago" rather than "after September 2012." This would help the smart list update regularly and allow me to send emails based on recent conversions, rather than creating a new list every month for "last touch 4 months ago." Thanks!
23 votes