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Trumeter
Contributeur | Partenaire solutions Elite
Contributeur | Partenaire solutions Elite
Membre depuis ‎mai 10, 2017
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  • Solutions
    10
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    31
  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Darren Trumeter

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Dara-London le Septembre 25, 2024
Migration of data from Insightly to HubSpot
Hello, Is there anyone who can kindly spare a few minutes to talk me through the steps of migrating data from Insightly CRM to HubSpot please? A few folks kindly sent me some links but I got a bit lost. Thank you, Dara
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Trumeter
Contributeur | Partenaire solutions Elite
Septembre 25, 2024
Dara, we are glad to help with advice or can even take over and get it done if needed too... I'm darren@syncmatters.com .
jameswindrow le Février 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact Lire la suite
Répondre Idée Contacts Reporting Workflows
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Trumeter
Contributeur | Partenaire solutions Elite
Juillet 13, 2018
Anna, I have setup Zaps to do just this, and it works fairly straightforward if it is not overly complex. Zap has limitations on what you can do wit...Lire la suite
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Matt_Sciannella le Février 02, 2018
Replacing PDFs
When did HubSpot spot allowing users to replace PDFs with other versions? I can't do that now. I LOVED that feature, because then it meant all my CTAs would automatically take the new URL with the new file. Now it's so much more backchecking. C Lire la suite
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Trumeter
Contributeur | Partenaire solutions Elite
Juin 07, 2018
Does this also work with the Sales templates and docs, or only for marketing?
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kgregorakis le Mars 28, 2018
Daily Prospect Report
Anyone, when receiving the Daily Prospect report, there is a button called PREVIEW that drills down, within this section, it displays About the Company and also displays a list of Related companies (8), with an associated button labeled ADD. When Lire la suite
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Trumeter
Contributeur | Partenaire solutions Elite
Mars 28, 2018
Thanks for the detail... I don't know of any automations within HubSpot to add contacts in this flow, but I do know of two entities that might add va...Lire la suite
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kgregorakis le Mars 28, 2018
Daily Prospect Report
Anyone, when receiving the Daily Prospect report, there is a button called PREVIEW that drills down, within this section, it displays About the Company and also displays a list of Related companies (8), with an associated button labeled ADD. When Lire la suite
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3 Réponses
Trumeter
Contributeur | Partenaire solutions Elite
Mars 28, 2018
Thanks for the detail... I don't know of any automations within HubSpot to add contacts in this flow, but I do know of two entities that might add va...Lire la suite
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sskurdah le Février 16, 2018
Connecting Deals and Google Sheets
Hi there - I have a question about connecting Google Sheets with HubSpot deals. I want to upate a Google sheet with the current Deal Stage of a deal as the deal moves through the pipeline. I know you can update sheets with HubSpot data thr Lire la suite
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Trumeter
Contributeur | Partenaire solutions Elite
Février 20, 2018
Looks like you would need multiple Zaps but they would be easy, as you can copy Zaps on your Home Screen. Look at list of Zaps, and the down arrow o...Lire la suite
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