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fpena
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Membre depuis ‎juil. 10, 2017
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fpena le Mars 01, 2019
Global change of notification email address
Whenever a form is submitted we use the internal notification feature to provide notice of an incoming lead. In order to simplify efforts though we often use the same form but just change the notifications within the individual pages themselves. Lire la suite
Répondre Discussion form notifications
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fpena
Contributeur
Mars 04, 2019
Thank you for the response! Neither option sounds easy or able to automate, but that's what I figured which is why I posted. I appreciate th...Lire la suite
Résolues
fpena le Mars 01, 2019
Global change of notification email address
Whenever a form is submitted we use the internal notification feature to provide notice of an incoming lead. In order to simplify efforts though we often use the same form but just change the notifications within the individual pages themselves. Lire la suite
Répondre Discussion form notifications
0 Mention J'aime
2 Réponses
fpena
Contributeur
Mars 04, 2019
Thank you for the response! Neither option sounds easy or able to automate, but that's what I figured which is why I posted. I appreciate th...Lire la suite
Résolues
fpena le Janvier 08, 2019
How to import activities associated to a contact?
We're trying to roll out our CRM to a team that has usually used other methods to track lead activity. Before we get to the point of API integration I was curious if there was a way to update a contact just using a CSV file? I know importing a Lire la suite
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fpena
Contributeur
Janvier 11, 2019
This wouldn't be a large number of records so it does appear a batch process with Zapier might do the trick. Unfortunately just placing it in the not...Lire la suite
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fpena le Janvier 08, 2019
How to import activities associated to a contact?
We're trying to roll out our CRM to a team that has usually used other methods to track lead activity. Before we get to the point of API integration I was curious if there was a way to update a contact just using a CSV file? I know importing a Lire la suite
Répondre Discussion
0 Mention J'aime
3 Réponses
fpena
Contributeur
Janvier 11, 2019
This wouldn't be a large number of records so it does appear a batch process with Zapier might do the trick. Unfortunately just placing it in the not...Lire la suite
Résolues
fpena le Novembre 09, 2018
Blog content populated by form submissions?
Hello everyone, We have a potential scenario where we'd like to have visitors submit content on a form and then have it placed into moderation. From there it would be reviewed by an approver and upon submission will post the collected content i Lire la suite
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fpena le Juin 25, 2018
How to best structure a microsite?
We're looking at creating a microsite to take the place of a pretty lengthy welcome PDF that we currently send to customers. My thought was that we would create new templates for this experience but utilize the Hubspot Blog function to manage t Lire la suite
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fpena
Contributeur
Juin 26, 2018
Phil, Thank you for your response. The intent of the microsite is to provide a resource center for new customers. So it would be preferable t...Lire la suite
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