Profile

PJMcD
Participant
Member since ‎Jan 29, 2019
  • solutions
    0
  • Replies
    2
  • Upvotes Given
    6
  • Upvotes Received
    1
  • Ideas
    1

about

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

Following

    Friends list is empty

PJ McDermott

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

Activity

Solved
PJMcD on January 10, 2024
Looking for a solution for this in Deals: Working with an investment group and need to track individual investor stages within each deal. aka, I need to know where each contact is, on each deal they are associated with. Because each investor will b read more
0 upvote
3 Replies
Participant
January 11, 2024
Thanks for your response and call to action for additional insights, @BérangèreL ! Much appreciated. The issue is more complicated, though. ...read more
Solved
PJMcD on January 10, 2024
Looking for a solution for this in Deals: Working with an investment group and need to track individual investor stages within each deal. aka, I need to know where each contact is, on each deal they are associated with. Because each investor will b read more
0 upvote
3 Replies
Participant
January 11, 2024
Thanks for your response and call to action for additional insights, @BérangèreL ! Much appreciated. The issue is more complicated, though. ...read more
PJMcD on March 24, 2023
Is there a better way to bring over activites and notes besides exporting from Salesforce and importing to HS? We've already got a bi-directional sync going - but of course this doesn't include notes or activities or tasks. Manually associat read more
0 upvote
3 Replies
Participant
March 27, 2023
Hi Diana, Thank you for responding. Yeah, I know how to import - I was hoping someone would be able to recommend an integration that DOES sync Notes ...read more
PJMcD on March 24, 2023
Is there a better way to bring over activites and notes besides exporting from Salesforce and importing to HS? We've already got a bi-directional sync going - but of course this doesn't include notes or activities or tasks. Manually associat read more
0 upvote
3 Replies
Participant
March 27, 2023
Hi Diana, Thank you for responding. Yeah, I know how to import - I was hoping someone would be able to recommend an integration that DOES sync Notes ...read more
PJMcD on February 08, 2023
My client wants to switch from Freshsales to HubSpot. Would it work to sync with Freshsales Suite Integration and then turn the sync off? Or do I need to manually export from Freshsales and import into HubSpot?? Or is there a better sol read more
0 upvote
1 Reply
PJMcD on July 19, 2022
It would be so great if we could build lists and/or report on Twitter mentions.  
0 upvote
0 Reply
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

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.