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jeremyboyum
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Member since ‎Jun 22, 2020
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jeremyboyum
Participant
August 28, 2020
Reply to Adding Notes from other sources via Zapier would save tons of time.
@albhodi8460 yes! You select the "Create Engagement" to create a note.
jeremyboyum
Participant
August 16, 2020
Reply to Adding Notes from other sources via Zapier would save tons of time.
I wonder if there's a way to maybe bootleg this by adding an email step in Zapier via hubspot forwarding? Typeform (response) --> E-mail or Gm...read more
jeremyboyum
Participant
June 24, 2020
Reply to CRM Perks For Wordpress automatically moving pipeline deals from stage 10% to stage 1%
After talking with CRM Perks support and Hubspot support I think I eventually landed on the solution. Hubspot had suggested that I disconnect and ...read more
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jeremyboyum on June 22, 2020
CRM Perks For Wordpress automatically moving pipeline deals from stage 10% to stage 1%
I have a feed in CRM Perks on our wordpress that imports submissions from Contact Form 7 to Hubspot. This is set up to automatically create a contact in Hubspot, automatically create a deal in Hubspot, and automatically schedule an initial consultat read more
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