surmacki

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solutions
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Upvotes Given
18
Upvotes Received
49
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Piotr Surmacki

B2B Sales & Marketing automation expert. More than 20 years experience in building and implementing sales and marketing software. Business & Technology combined in one body.

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Solved

jpearson86 on December 10, 2019

Help! Zapier to New Contact to New Deal

Hi, I finally managed to get Zapier to create or update an existing contact. I then managed to get Zapier to create a new deal. However, the two are completely separate. I want to be able to go in to my contact and see that there is an assoc read more

Reply Discussion Zapier

1 upvote

34 Replies

surmacki

Contributor

May 28, 2021

As of May 28th, it works fine but completely different from what all the previous posts explain. Here are my steps: 1. Catch hook / Any other trigge...read more

surmacki on June 18, 2020

How to link SurveyMonkey survey with contact which filled-out the the survey initiated from an email

Together with my customer, we are trying to integrate SurveyMonkey into our HubSpot workflow, but we're unable to do this in any meaningful way . We want to include a survey link in one of the automated emails sent to the contact and get the surve read more

Reply Discussion SurveyMonkey

11 upvotes

8 Replies

kimnguyen on June 23, 2017

Complete Hubspot Campaigns API

Hi all, Is HubSpot planning to provide an API for the campaign objects? It does not seem possible to fetch the campaign and it’s related data with the API. There's this: https://developers.hubspot.com/docs/methods/email/get_campaign_data But this read more

Reply Idea Campaigns Integrations

103 upvotes

36 Replies

surmacki

Contributor

June 01, 2020

Hi @Shay , I've submitted an idea on campaigns (here is the link ) but was thinking over the weekend that I could build what my customer expects ...read more

PeterC on March 27, 2019

Form Submission fields can't be associated with a Ticket?

If a web-form contains simple fields, you can create a Workflow to add the properties to a new Ticket - but if the form contains uploaded files, then the Workflow option doesn't work. If you create a new Ticket for a Contact, you can go through read more

Reply Discussion Tickets

10 upvotes

6 Replies

surmacki

Contributor

May 31, 2020

I don't know if I understand the issue correct but I think you can add a custom property for a ticket which is a dropdown where you can choose ticket...read more

surmacki on May 29, 2020

Recording campaign costs to calculate ROI for campaigns

In "Marketing --> Planning and Strategy --> Campaigns" we create campaigns and then we are able to add assets like landing pages or static list to it and this is great. We can also add budget and campaign goal and this is great too. My pr read more

Reply Idea Ads Campaigns Marketing Reporting

30 upvotes

7 Replies

dscalisi on May 23, 2018

Default terms for Quotes

Would be excellent to have Default Terms that Company admin can add to all quotes as standard so company not reliant on salespeople to add. I love my salespeople but as we all know not incredibly reliable with important details.

Reply Idea Products & Quotes

90 upvotes

35 Replies

surmacki

Contributor

April 28, 2020

Use snippet but put a link there to a hidden website with all the text you need for terms and conditiins.

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