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TimKlimasewski
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Membro desde ‎dez 31, 2020
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Tim Klimasewski

I have worked in sales, and then marketing, then back to sales with a little IT/Biz Systems in there. But I have always worked on sales and marketing alignment and since the 1990s I usually get there via CRM. I am the lead admin in a Salesforce.com that has matured a lot since it was my trial/demo org from 2009. I have been through integrations with various marketing platforms. I first looked at HubSpot in 2011 (I think they were the ones talking about SMARKETING at the time) and now I am finally deploying it as a replacement to Act-On.

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Solucionado
Agata on Fevereiro 11, 2020
Can formula fields in Salesforce sync back to a property type in HubSpot?
Hello Community, I am looking into Salesforce - HubSpot integration and I have seen that different field/properties types sync between these systems, but I haven't found any information about formula / calculated fields...Can formula fields in S Leia mais
Responder Discussão Salesforce
0 avaliações positivas
6 Respostas
TimKlimasewski
Colaborador(a)
Novembro 24, 2021
Hello Andrea and Alex. Stumbled across this today when I synced a salesforce formula field to a HubSpot property. Know that salesforce formula fields...Leia mais
Solucionado
adevrieze on Agosto 09, 2019
Duplicate Contact Handling
HubSpot does not currently have a permanent fix related to an issue we are having related to duplicate contact handling. We are not able to support the feature where HubSpot moves contacts between CRM accounts in an attempt to consolidate duplicates Leia mais
Responder Discussão
1 avaliações positivas
7 Respostas
TimKlimasewski
Colaborador(a)
Outubro 18, 2021
Hi @RKhare - I never explored the selective-sync path (to hide intended mutliple contacts with the same address). I headed more down the @bradmin...Leia mais
Solucionado
kellyj on Abril 12, 2017
Re-sync contacts that were removed/deleted in Salesforce
We keep running into an issue where a contact interacts with one of our pages and they get put in a workflow that sends them over to Sales as a hot lead, but there is a sync error because the contact had previously been deleted from our Salesforce i Leia mais
Responder Discussão Contacts Salesforce
1 avaliações positivas
4 Respostas
TimKlimasewski
Colaborador(a)
Abril 13, 2021
Hello @cmac91 , I know it has been some time but I wondered if you had any additional insights in the past 2 years. I see Bradmin's post in 2017 ab...Leia mais
TimKlimasewski on Março 09, 2021
Ability to Audit (or realign) HubSpot Users to Salesforce User IDs
We ran into a case that we could not explain why an internal email notification in a workflow was failing on the contact owner ID (assigned and driven from Salesforce.com). It turned out that the Salesforce user ID (owner) passing intothe HubSpot co Leia mais
Responder Idéia Account Settings
0 avaliações positivas
0 Respostas
Arne on Fevereiro 19, 2019
Central configuration of professional email signatures
I have seen posts about missing email signature options. We have the same topic here. We have >50 users and all should have a centrally controlled email signature that contains a general disclaimer text & office location where the respective Leia mais
Responder Idéia Account Settings
7 avaliações positivas
2 Respostas
TimKlimasewski
Colaborador(a)
Março 09, 2021
I will post a separate idea to add in the request for centralized data access including the subject of this idea: 1) profile data that can be used i...Leia mais
gaylebrimble on Março 30, 2017
HubSpot USER csv export option
I have 60+ users that cross 4 regional teams in our HubSpot System. It would be extremely useful to "Export" the list of users? I want to export the names, data sort into regions and then send out to do a regular audit to ensure any staff that hav Leia mais
Responder Idéia Account Settings
120 avaliações positivas
26 Respostas
TimKlimasewski
Colaborador(a)
Março 09, 2021
I will post a separate idea to add in the request for data in the user export the following: 1) profile data that can be used in sender email person...Leia mais
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