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LloydBirch
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Member since ‎Sep 2, 2020
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  • Upvotes Given
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Lloyd Birch

Digital marketing specialist and general lover of all things digital.

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LloydBirch on January 26, 2021
Allow score increase/decrease with workflow
Lead scoring is great, however there are two issues: 1. Generally the UI to control the lead score is awful, it's a tiny pop out sidebar that is difficult to see with such a waste of the rest of the space and is in general a pain to use. 2. Not be read more
Reply Idea Marketing Emails Workflows
4 upvotes
0 Reply
Solved
Sarah_M on September 24, 2020
How to lock a property from being overwritten?
Hi all! I'm a previous Marketo user, current Hubspot user, and in Marketo we have the option to "lock a property", i.e. disallow the property from being overwritten by ANYTHING -- API, form submission, CRM integration, whatever (unless an admin read more
Reply Discussion How To
7 upvotes
3 Replies
LloydBirch
Contributor
September 24, 2020
There's a way of stopping the field being updated via forms and bots, but I'm not sure you can stop team members who aren't admins from changing indi...read more
Solved
LloydBirch on September 07, 2020
Should "closed lost" deals be affecting workflows?
So we have deal automation that says "when a deal reaches a certain stage, change the lifecycle stage of the company and all contacts within it to opportunity" This seems to work quite well and removes the need for a person to manually do it (an read more
Reply Discussion Sequences
0 upvote
4 Replies
LloydBirch
Contributor
September 09, 2020
Thanks @aragon023 I think you may be right, I never knew there was an option to sync the company and contact lifecycle stages when a company stage ...read more
SimplerAcc on September 07, 2020
Newbie "issues"...
Hi all. #1. So, I've got my free HubSpot CRM account, linked it to my Gmail/gSuite account but it's not pulling in emails that I'm sending to contacts that are set up in Hubspot?! #2. I've modified my Deals Pipeline but cannot see where I can s read more
Reply Discussion Contacts
0 upvote
3 Replies
LloydBirch
Contributor
September 08, 2020
1. I have mine connected to outlook so don't know exactly how it looks in GSuite, but in outlook there is a "Sales tools" button with the hubspot ico...read more
Solved
LloydBirch on September 07, 2020
Should "closed lost" deals be affecting workflows?
So we have deal automation that says "when a deal reaches a certain stage, change the lifecycle stage of the company and all contacts within it to opportunity" This seems to work quite well and removes the need for a person to manually do it (an read more
Reply Discussion Sequences
0 upvote
4 Replies
LloydBirch
Contributor
September 09, 2020
Thanks @aragon023 I think you may be right, I never knew there was an option to sync the company and contact lifecycle stages when a company stage ...read more
SimplerAcc on September 07, 2020
Newbie "issues"...
Hi all. #1. So, I've got my free HubSpot CRM account, linked it to my Gmail/gSuite account but it's not pulling in emails that I'm sending to contacts that are set up in Hubspot?! #2. I've modified my Deals Pipeline but cannot see where I can s read more
Reply Discussion Contacts
0 upvote
3 Replies
LloydBirch
Contributor
September 08, 2020
1. I have mine connected to outlook so don't know exactly how it looks in GSuite, but in outlook there is a "Sales tools" button with the hubspot ico...read more
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