Recognized Expert | Diamond Partner
Member since ‎May 22, 2017
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Trevor Jones

I am currently a HubSpot Solutions Architect at Digitopia. Before that, I was a HubSpot Customer for 12 years beginning in 2010 and have attended every Inbound from 2010 to 2020 (as well as a one HUGS (HubSpot Users Group Summit.) I have deep experience and tehcnical knowledge with MarketingHub, SalesHub, ServiceHub and CMSHub and also with integrating an using HubSpot with WordPress and Salesforce, and am a Salesforce Certified Administrator.


MMatschke on April 12, 2024
I'm trying to build a report that looks at total line item sales by company, over a period of time. I can't seem to get a total $ amount of line items however; it seems to only report on whole order/Deal totals. An example of what I'm trying to buil read more
Recognized Expert | Diamond Partner
April 12, 2024
Hi @MMatschke , In the custom report builder, choose the Deal and line item products and then choose a pivot table with these settings: more
katherineladue on April 10, 2024
We are struggling to come up with a valid workaround for the limitations that the Quickbooks integration with HubSpot presents for our client that is a B2B company. Their clients in Quickbooks are under company names, not contact names, and some of read more
Recognized Expert | Diamond Partner
April 12, 2024
Hi @katherineladue and thanks for the Tag @DianaGomez ! Have you tried using Zapier for this? It appears that you can "Create Bill ( more
trevordjones on April 12, 2024
Frequently I have to identify the Automations that are triggered by form submissions. It would be really helpful in completing this work if the list view for Forms has a "Used In" column similar to the one we have for properties. This should inclu read more
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LvanhetHof on April 04, 2024
Hi All, We are setting up Hubspot as our new CRM system, but are running into some difficulties reagrding teams. For example we have 4 teams, France, Germany, UK, USA The following persons are active, I will name then A, B, C and D They are read more
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3 Replies
Recognized Expert | Diamond Partner
April 10, 2024
Hi @LvanhetHof and thanks for the tag @PamCotton ! I'm afraid this isn't going to work, because record ownership follows the user, and in more
HBoss on April 05, 2024
Problem getting permission to embed contact us form on website. I need to embed a simple hubspot form for a wordpress site – just collecting name, email, phone number. I am super admin with free hubspot account. I created a form, but when I go t read more
0 upvote
4 Replies
Recognized Expert | Diamond Partner
April 10, 2024
Hi @HBoss and thanks for the tag @BérangèreL , Here's what I would do in this case: Log out. Clear your cache/cookies, and then log back more
KMcKenz on April 09, 2024
I have created custom quote templates, utilizing both Deal and Primary Company Property Personalization Tokens. My Deal properties are syncing in perfectly. My Company Properties are not syncing into my quote, in spite of: A Prim read more
Recognized Expert | Diamond Partner
April 10, 2024
Thanks for the tag @PamCotton ! It looks like @KMcKenz has it working.
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