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jjpereira on July 22, 2022
Does the inclusion list filter apply to only newly created contacts or does it govern the sync for all existing contacts? Currently all new contacts are being synced to salesforce as leads, with 1-2 exlcusion filters to hold back specific groups read more
Top Contributor | Partner
July 22, 2022 16:38
Hello @jjpereira Because of the nature of the changes that you want for this feature, active lists might not be the best option for you to use...read more
JKrantz on April 25, 2022
Hello all, I am looking for a way when i have a deals move to "won", a share point form is filled out. all properties pushed from hubspot data.
0 upvote
3 Replies
Contributor
April 27, 2022 04:34
Automatically submit a Sharepoint form with deal information. thanks! jim
Solved
tillyvs21 on January 13, 2022
I previously used Salesforce and found their lead funnel easier to manage than updating lead statuses as you also had a visual kanban. I'm considering using a Lead Pipeline but would this be overkill or it it something that people do?
0 upvote
1 Reply
Accepted Solution
Contributor
January 14, 2022 02:32
Hi @tillyvs21 , Happy to offer my experience here. To take a step back, the way that I recommend people to track their leads is: - Use ' lifecy...read more
jscottCFM on August 27, 2021
Goals: Transparency for our clients to see what services on their invoices have discounts and for how much. Reporting on our end for which services were discounted by our sales reps the most, etc. The issue we're having: We have the integr read more
0 upvote
2 Replies
Contributor
August 30, 2021 06:09
Unfortunately we do not use QB online, we use desktop. However, we track discounts by creating a part number specifically for the discount which then...read more
Solved
FNeus on April 16, 2021
Hello, i am looking for a more efficient way to send out our customer satisfaction surveys. So far, we used Survey Monkey to create the survey and analyze the results. Web-Collectors were generated in Survey Monkey and sent out via Hubspot. Al read more
Accepted Solution
Member
April 21, 2021 11:02
Hi! We had a similar situation. To avoid it we sent the emails right from SurveyMonkey but had a lot of issues with deliverability of the emails. W...read more
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