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Camille_Balhorn
Colaborador(a) | Parceiro Diamante
Colaborador(a) | Parceiro Diamante
Membro desde ‎fev 10, 2022
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Camille Balhorn

HubSpot Strategist at HubSpot Partner Agency, Remotish!

Atividade

MisterKennedy on Março 18, 2023
Bulk updating via CSV export > modify > re-import & reconfiguring extant properties
Hi, is this scenario supported, and is there an easier way to bulk modify records? Is there a better "Hubspot way"? CONTEXT: the ops team I am working with is rapidly iterating and developing with a startup company. The company is without th Leia mais
Responder Discussão bulk upload csv
1 avaliações positivas
3 Respostas
Camille_Balhorn
Colaborador(a) | Parceiro Diamante
Julho 04, 2023
Hi MisterKennedy, You've proposed a sound solution. Either editing the CSV manually or using Excel functions that perform a "contains any of" a...Leia mais
JackHoch on Março 03, 2023
Company contacts not associated to company deal
I have a workflow that updates a contact's Lifecycle Stage and Lead Status when their company moves through our Deal Cycle. For example, say we win a deal with Company X: Company X's deal is then moved to the "Closed Won" deal stage, and all of Comp Leia mais
Responder Discussão Workflows
0 avaliações positivas
3 Respostas
Camille_Balhorn
Colaborador(a) | Parceiro Diamante
Julho 04, 2023
I'll also clarify--you asked for full association of Contacts and Deals, but we might not need to make it that complicated. If the main goal i...Leia mais
JackHoch on Março 03, 2023
Company contacts not associated to company deal
I have a workflow that updates a contact's Lifecycle Stage and Lead Status when their company moves through our Deal Cycle. For example, say we win a deal with Company X: Company X's deal is then moved to the "Closed Won" deal stage, and all of Comp Leia mais
Responder Discussão Workflows
0 avaliações positivas
3 Respostas
Camille_Balhorn
Colaborador(a) | Parceiro Diamante
Julho 04, 2023
I'll also clarify--you asked for full association of Contacts and Deals, but we might not need to make it that complicated. If the main goal i...Leia mais
Camille_Balhorn on Julho 12, 2022
Option to apply unique filters by axis in custom reporting
New HubSpot users often start building reports based on previous knowledge. For many, this means treating HubSpot custom reporting like reporting in Excel. One functionality that has come up recently is the ability to customize how d Leia mais
Responder Idéia Sales Reporting
12 avaliações positivas
4 Respostas
Camille_Balhorn
Colaborador(a) | Parceiro Diamante
Março 21, 2023
Thanks for the support, Lauren! I see how your use case also mimics excel, and isn't ideal to execute in HubSpot at the moment.
MMacdonald on Julho 13, 2021
Tasks created form Chrome Extension to link to contact AND company
1- every single person who works form the company level and not the contact level 2- to get an overview of what tasks are set at a company level (the same reason we associate emails to BOTH the company and the contact) 3- What value does adding th Leia mais
Responder Idéia Tasks
12 avaliações positivas
5 Respostas
Camille_Balhorn
Colaborador(a) | Parceiro Diamante
Março 15, 2023
Yes, and--if a task on the Contact could also connect to any open Deals associated to the Contact, just like when you make a task within HubSpot!
Solucionado
LBKoch on Abril 04, 2022
Validation on phone numbers
Has difficulty seeing the value of the hole new feature on the contact phone numbers, with "Phone number validation". On any contact persons, direct an mobile phone number. Has anyone found a possible solution, so not all numbers need to be manual Leia mais
Responder Discussão Professional Starter
13 avaliações positivas
16 Respostas
Camille_Balhorn
Colaborador(a) | Parceiro Diamante
Fevereiro 17, 2023
Hey LBKoch, I've found success importing these en masse since you posted a year ago! Option 1: Format all phone numbers in your spreadsh...Leia mais
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