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huotg01
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Member since ‎Apr 16, 2020
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Gaston Huot

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Solved
HenrikT on February 24, 2017
How to import and associate contacts with companies
Hi how do I import contacts that don't have the same email domain as the company that I want to associate them with? Is there another way of linking them together in the import process? Thanks!
Reply Discussion Companies Contacts
5 upvotes
30 Replies
huotg01
Participant
August 07, 2020
This link is useless: it is a private video. Gaston
huotg01 on June 29, 2020
Include attachment (contract) file and folder name for each deal in the deals Import spreadsheet
I would like to see the possibility to automatically import one attachement to a deal. We could have the deals spreadsheet with the usual informations, plus a field/column to specify the name and the location on the disk of the attachement related read more
Reply Idea CRM Objects (Contacts & Companies & Deals & Tickets)
1 upvote
0 Reply
Solved
huotg01 on June 26, 2020
Cumulative total for all deals for a specific contact
Hi I can see that within the contact parameters, there is one that gives the number of deals for that contact. Is there something similar in the contact fields to provide the total sum of all these deals ? Thanks, Gaston
Reply Discussion Contacts
0 upvote
2 Replies
huotg01
Participant
June 29, 2020
@PamCotton Yes it helps. And in fact the Total Revenue Contact property contains the sum value of all closed won deals for that con...read more
Solved
huotg01 on June 26, 2020
Automating the importation of 1 attachment specific to each deal
Hi All my contacts are imported, and all deals too. All deals are associated to a contacts. Now I would like, for each deal, to upload an attachment. I know that I can do it one by one, and it works well but, knowing a common field, is ther read more
Reply Discussion Deals
2 upvotes
1 Reply
Solved
huotg01 on June 26, 2020
Cumulative total for all deals for a specific contact
Hi I can see that within the contact parameters, there is one that gives the number of deals for that contact. Is there something similar in the contact fields to provide the total sum of all these deals ? Thanks, Gaston
Reply Discussion Contacts
0 upvote
2 Replies
huotg01
Participant
June 29, 2020
@PamCotton Yes it helps. And in fact the Total Revenue Contact property contains the sum value of all closed won deals for that con...read more
huotg01 on June 24, 2020
In a transaction import file, how do I associate the transaction to a specific contact ?
Hi I already upload contacts and companies in my Hubspot environment. Everything is fine on that side. Now I want to upload a bunch of transactions by importing them into Hubspot. My newbie question: how do I associate each transaction to a read more
Reply Discussion Contacts
0 upvote
2 Replies
huotg01
Participant
June 26, 2020
Hello @PamCotton It seems that the required actions are not so easy to do. Other people asked for that. One is: https://community.hubspot.c...read more
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