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RichardM50
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Member since ‎Oct 7, 2019
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RichardM50 on November 02, 2022
Export CSV files of contacts with overdue tasks
Is there a way to Export overdue tasks with the contact record details? I have around 100 tasks that require a mailmerge. I can see how to export the tasks themselves but this doesn't bring the contact's address information (ideally need a CSV fil read more
Reply Discussion
0 upvote
6 Replies
RichardM50
Participant
November 02, 2022
I follows the steps outlined in your response and hit 'export'. I even tried including 'Tasks' to the data sources. Couldn't see where to select/filte...read more
RichardM50 on November 02, 2022
Export CSV files of contacts with overdue tasks
Is there a way to Export overdue tasks with the contact record details? I have around 100 tasks that require a mailmerge. I can see how to export the tasks themselves but this doesn't bring the contact's address information (ideally need a CSV fil read more
Reply Discussion
0 upvote
6 Replies
RichardM50
Participant
November 02, 2022
I follows the steps outlined in your response and hit 'export'. I even tried including 'Tasks' to the data sources. Couldn't see where to select/filte...read more
RichardM50 on November 02, 2022
Export CSV files of contacts with overdue tasks
Is there a way to Export overdue tasks with the contact record details? I have around 100 tasks that require a mailmerge. I can see how to export the tasks themselves but this doesn't bring the contact's address information (ideally need a CSV fil read more
Reply Discussion
0 upvote
6 Replies
RichardM50
Participant
November 02, 2022
I follows the steps outlined in your response and hit 'export'. I even tried including 'Tasks' to the data sources. Couldn't see where to select/filte...read more
Solved
RichardM50 on September 23, 2022
Doing a mail-merge to HubSpot contacts
I want to write out to a large number of our HubSpot contacts with a physical letter enclosing an updated brochure, leaving a History on the contact to record what date it was send - using HubSpot fields to populate the form letter to personalise it read more
Reply Discussion
0 upvote
2 Replies
RichardM50
Participant
September 30, 2022
Seems way behind our previous CRM - Act! Where it was all done WITHIN the software - even storing a copy of the letter send in each customer record. ...read more
Solved
RichardM50 on September 23, 2022
Doing a mail-merge to HubSpot contacts
I want to write out to a large number of our HubSpot contacts with a physical letter enclosing an updated brochure, leaving a History on the contact to record what date it was send - using HubSpot fields to populate the form letter to personalise it read more
Reply Discussion
0 upvote
2 Replies
RichardM50
Participant
September 30, 2022
Seems way behind our previous CRM - Act! Where it was all done WITHIN the software - even storing a copy of the letter send in each customer record. ...read more
Solved
RichardM50 on September 01, 2022
Schedule an Activity Series using an Achor Date
Prior to using HubSpot we used to use ACT! where we were able to schedule a series of activities to nurture a cold lead. Typically this would consist of a series of activiest starting at Day 0 - the achor date. The activity series would typically read more
Reply Discussion best practices Marketing Sales
0 upvote
7 Replies
RichardM50
Participant
September 02, 2022
@Jnix284 Further to my last update, I have found that when creating the second items the option is there to add x number of days between the s...read more
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