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jamesle
Participant | Diamond Partner
Participant | Diamond Partner
Member since ‎Jul 2, 2020
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James Le

HubSpot Consultant at Remotish, a Diamond-Tier RevOps HubSpot Agency

Activity

VSonne on January 04, 2022
Ability to log emails to a custom object record when using Outlook Add-ins
Currently Outlook users can only log emails to primary object records like contact or company records in HubSpot when using the desktop or 365 add-ins . It would be very beneficial to HubSpot users if they could also log emails directly to custom read more
Reply Idea Sales Email Extensions & Add-Ins
38 upvotes
18 Replies
jamesle
Participant | Diamond Partner
January 05, 2022
Yes this idea is crucial for custom objects to achieve parity with default objects.
MBooker on October 18, 2021
How to report on all fields (Contact and Company), with Field Description and Record Count?
Good morning, Community! We are currently doing some data normalization in preparation for starting direct meetings with our internal teams to help them fully leverage all that HubSpot can do. Having an ad hoc report that inclues field names, fi read more
Reply Discussion
1 upvote
6 Replies
jamesle
Participant | Diamond Partner
October 20, 2021
Hi there @MBooker Best way will be to follow this process for a spreadsheet export: https://knowledge.hubspot.com/crm-setup/manage-your-p...read more
Solved
MollyJanet on May 01, 2021
form overwrite lifecycle property or not?
If I have a contact that is at Lead, MQL stage or later, and they decide to come to the site and fill out a contact us form, or gateable content form, which has a hidden field to set lifecycle to Subscriber...will that overwrite the stage for my con read more
Reply Discussion CRM
0 upvote
2 Replies
jamesle
Participant | Diamond Partner
May 03, 2021
HI @MollyJanet ! HubSpot does prevent a backwards step for lifecycle stages via form submission. Lifecyle stages in general are a ratcheting sy...read more
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