gautemercell

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gautemercell on Outubro 24, 2019

Manualy importing deals and products

Hi, We are moving from all of our historical sales and new sales from an old CRM to HubSpot. The first move will be manual import and I want to associate deals with products. However, I can't seem to find a good way to do so. Do any of you have Leia mais

Responder Discussão Deals

6 avaliações positivas

12 Respostas

gautemercell

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Março 30, 2022

Thanks @karstenkoehler ! I've already tried this new feature and it works quite alright. This is a feature I have been waiting for for a very long ...Leia mais

agosselin1 on Maio 17, 2021

Announcement: 13 new applications have been added to HubSpot’s data sync

What's happening? Last two weeks, we released a number of new integration with the HubSpot CRM platform. Insightly Campaign Monitor FreshBooks Zendesk Sell Front Follow Up Boss Clio Manage Leia mais

Responder Discussão Data Sync

4 avaliações positivas

5 Respostas

gautemercell

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Junho 29, 2021

Thanks for the update @agosselin1 !

agosselin1 on Maio 17, 2021

Announcement: 13 new applications have been added to HubSpot’s data sync

What's happening? Last two weeks, we released a number of new integration with the HubSpot CRM platform. Insightly Campaign Monitor FreshBooks Zendesk Sell Front Follow Up Boss Clio Manage Leia mais

Responder Discussão Data Sync

4 avaliações positivas

5 Respostas

gautemercell

Colaborador(a)

Junho 29, 2021

Thanks for the update @agosselin1 !

agosselin1 on Maio 17, 2021

Announcement: 13 new applications have been added to HubSpot’s data sync

What's happening? Last two weeks, we released a number of new integration with the HubSpot CRM platform. Insightly Campaign Monitor FreshBooks Zendesk Sell Front Follow Up Boss Clio Manage Leia mais

Responder Discussão Data Sync

4 avaliações positivas

5 Respostas

gautemercell

Colaborador(a)

Junho 29, 2021

Thanks for the update @agosselin1 !

gautemercell on Abril 28, 2021

Copy formatted date to date field

The new Operation Hub looks really great. However, formatted data for workflow has it's limitation. I would like to see that the add time to a date field could be copied to a date field and not a string field.

Responder Idéia Workflows

4 avaliações positivas

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dhills on Julho 10, 2020

Best Procedures For Tracking Recurring Deals?

How does your organization track deals that renew year to year or a deal that comes about specifically from another deal? A little bit of background, I work for an EdTech company and currently we create separate deals each year for our schools. Leia mais

Responder Discussão How To

1 avaliações positivas

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gautemercell

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Abril 12, 2021

@StephThy Would this include products aswell?

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