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JakeKnight
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Member since ‎Mar 24, 2023
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JakeKnight
Participant
April 22, 2024
Reply to connecting hello@domain.com
What you are looking for is a connected Inbox. It's the second part of this article: https://knowledge.hubspot.com/connected-email/choose-an-inbox...read more
Solved
JakeKnight on February 06, 2024
Connecting to ANGI's List for Lead Delivery
I've seen a couple of posts on this but not a true solution. I am hoping that Hubspot has a native way of handling this vs a custom interface or Zapier integration. I received the "ANGI Leads NEW JSON Lead Feed" document which very awkwardly ex read more
Reply Discussion Enterprise
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JakeKnight
Participant
December 07, 2023
Reply to Sequences, Custom Objects and Workflows
Unfortuantely, you would need to copy the info into the contact. We do this with entire blocks of text as well. So Object Property A copies to Contac...read more
JakeKnight
Participant
December 07, 2023
Reply to How do line items and quotes interact?
You may want to consider a slightly different process. You can go to the line items section of the deal and add the products there. Then there is a b...read more
JakeKnight
Participant
December 07, 2023
Reply to Adding & Organizing Client Data in the Right Spot
Oh small correction.... Objects are attached to Deals the same way Contacts are attached to Deals. They would show up in a panel on the right side of...read more
JakeKnight
Participant
December 07, 2023
Reply to Adding & Organizing Client Data in the Right Spot
I'd agree that the custom objects would be the way to go if you can handle the upgrade. One other thing to note is that Custom Objects has pipeline...read more
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