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Celmer93
Contributor | Elite Partner
Member since ‎Jun 7, 2017
  • solutions
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  • Replies
    9
  • Upvotes Given
    18
  • Upvotes Received
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Charles Elmer

My current role is VP of Revenue at Bayard Bradford - an Elite HubSpot Solutions Partner. I also work as Director of Sales and Partnerships at Bayard Bradford's sister organization & HubSpot Certified App Partner, Datawarehouse.io. At Bayard Bradford - we're an Elite HubSpot Solutions Partner who does all the things a technical, consulting-focused HubSpot partner does. However, there are a few things we do that make us different: - Many to one HubSpot consolidations - HubSpot to HubSpot migrations - Multi-portal strategy, reporting & syncing I have been working in the HubSpot ecosystem since January 2017. I have worked in all aspects of HubSpot and now primarily focus on developing long term, predictable revenue for the firm (i.e. building a ramp with the right-fit clients for long term success). Like many technical HubSpot partners, Bayard Bradford started out initially as a Salesforce consultancy and added HubSpot to the mix in 2016, eventually becoming an Elite HubSpot Solutions Partner in 2023. I have been a HubSpot Certified Trainer since 2017 and have held past roles such as Director of Revenue Operations, Sales Enablement Lead, Customer Success Manager, and Inbound Marketing Specialist. Types of businesses I have worked with personally while at Bayard Bradford: - Managed Service Providers - Manufacturers - Industrial Equipment Suppliers - Financial Technology & Services - Healthcare Technology - Professional Services - B2B SaaS - Third Party Logistics & Freight Forwarding - Oil & Energy - Real Estate Technology & Services At Datawarehouse.io, we're building apps that empower HubSpot partners, HubSpot customers, and HubSpot employees to market, sell, service, and operate with greater efficiency. Take a look at what we're building here: https://datawarehouse.io/products/

Activity

Solved
JFansler on July 01, 2024
I have been working a lot with a sandbox account and have created various properties, pipelines and workflows within it. Is there currently a way to sync the sandbox account with the production account so that all of these things can simply be expor read more
3 upvotes
3 Replies
Contributor | Elite Partner
July 01, 2024
@JFansler https://datawarehouse.io/product/hubspot-developer-sandbox-portal-migration-toolbox/ while HubSpot does not have a native feature yet t...read more
SFranklyn on June 12, 2024
Help please, When working with opportunities in Connectwise, if we Sync to HS, the top level of the opportunity sync's across but we dont see a way of syncing the products to a quote from or to connectwise, We are doing this process manually. Is th read more
0 upvote
2 Replies
Contributor | Elite Partner
June 12, 2024
Hello! I believe Rewst can support this sync, however the out of the box integration won't be sufficient. https://rewst.com/
Solved
sanchid on February 05, 2024
Hi All, We all know that form submissions data can be captured as fields in Hubspot. However if a different form or the same form is submitted again, these values can be overridden. To track this better, Hubspot allows us to see all data points read more
1 upvote
9 Replies
Contributor | Elite Partner
February 05, 2024
Sanchid, There's a pre-built integration to SQL server that you should evaluate as well as the manual API route that Karsten mentioned. htt...read more
Solved
dev_cody on October 06, 2022
Hi there! New here to the HubSpot developer forum. My team and I are working on trying to figure out how we can integrate a MySQL database into our Enterprise HubSpot account. I was recommended by HubSpot support to use Zapier or Automate, but w read more
1 upvote
5 Replies
Contributor | Elite Partner
October 24, 2023
Cody, You could also use a middleware application like Hightouch that uses SQL as a source and HubSpot as a destination. If you can constrain the s...read more
MarshallJames on September 29, 2023
Hello, If I'm posting this in the wrong place, or this answer is well known, then please forgive me. Challenge: 1. A client has a current hubspot account (so far so good). 2. It needs to talk to a new ERP system which it currently read more
0 upvote
3 Replies
Contributor | Elite Partner
October 02, 2023
Hey! It sounds like you might want to leverage the HubSpot to HubSpot migrator as this can help with part of the solution you need. As you may well k...read more
Solved
kaburke on September 09, 2020
A few months ago I came across a document that my US colleague Kit Lyman put together and I fell in love with the layout. I piggybacked on her amazing resource and built it out to include all of the different elements that need to be taken into c read more
16 upvotes
5 Replies
Contributor | Elite Partner
August 17, 2022
@MortenL Stepping in for John here. Yes! It will create custom properties from the source portal. You can review all the custom properties scenario...read more
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