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RBoze
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hs-user on Junho 10, 2020
How to delete inactive contacts?
Hello everyone, We have exceed our limit and I'd like to find a way to identify our inactive contacts. To do so I created a static list but I struggle with the worklow. Ideally I like to get a trigger that says: enroll contacts without any activ Leia mais
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RBoze
Participante
Junho 12, 2020
Hey @hs-user , Matthew's active list suggestion is how I would recommend that most people do it. I see that you are still looking for a way to ...Leia mais
Yunhui on Junho 24, 2019
New feature: Bulk Merge for Duplicates
Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead Leia mais
Responder Idéia Contacts & Companies
474 avaliações positivas
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RBoze
Participante
Maio 18, 2020
Edit: Accidentally posted this twice.
Yunhui on Junho 24, 2019
New feature: Bulk Merge for Duplicates
Yas, we've got the feature of manage duplicates that's great. One thought is there's no way to bulk merge of contact and company duplicates, and you'll need to go through one by one manually. I'm wondering if there's a better way for us instead Leia mais
Responder Idéia Contacts & Companies
474 avaliações positivas
167 Respostas
RBoze
Participante
Maio 18, 2020
Edit: Accidentally posted this twice.
Solucionado
MaayanSel on Abril 17, 2018
Salesforce duplications
Hi, I have a client that has a problem where HS is creating duplications in SF. HS has admin access to SF and can see all the leads and contacts so that's not the issue. HS keep saying that they won't create a duplication for an existing emai Leia mais
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2 avaliações positivas
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RBoze
Participante
Maio 15, 2020
Hey @SteveKerr , As the other replies have noted, it is hard to say what could be causing this without diving in and doing some testing. There i...Leia mais
Solucionado
MickyBoy on Maio 13, 2020
Connect multiple CRM accounts together to switch between.
I have three different small service businsess with seperate domains and email addresss. I have set up each business with a Hubsport CRM. I would like to connect all three together so i can switch between them. Can anyone tell me how to do this? T Leia mais
Responder Discussão Companies
0 avaliações positivas
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RBoze
Participante
Maio 13, 2020
Hey Micky, It is possible to switch between separate accounts currently. When you click "Go To My Account" on the HubSpot homepage, you should be...Leia mais
Doerga96 on Abril 30, 2020
Merge multiple companies manually
When via an import you have multiple same companies in your database, there is the option to select a primary company and then merge with a secondary company. However, when selecting the secondary company you can only choose one. If you have multipl Leia mais
Responder Idéia Contacts & Companies
32 avaliações positivas
10 Respostas
RBoze
Participante
Maio 13, 2020
Yes unfortunately you do have to do them one by one. According to this help doc HubSpot will automatically deduplicate company imports when they ha...Leia mais
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