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dannysaba
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Membre depuis ‎janv. 22, 2021
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  • Mentions J'aime ajoutées
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  • Mentions J'aime obtenues
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Danny Saba

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Activité

edstennett le Janvier 05, 2021
How to sync Salesforce Files to Hubspot attachments
We're migrating our entire company over from Salesforce this month. One of the reps has just pointed out to me that Files against Salesforce Opps are not syncing as attachments to Deals. Is there a way to set up a sync through the integration so Lire la suite
Répondre Discussion CRM Deals Documents How-To Professional
7 Mentions J'aime
3 Réponses
dannysaba
Participant
Novembre 01, 2023
I'd also like this feature! Our sales team works out of Salesforce and everything else syncs ok except for the file uploads, meaning the team has to ...Lire la suite
HappyChicken le Avril 20, 2020
Unpublish form
I would like to see the option to unpublish a form and or to set a limit to the submissions. For example I would like to set a limit of 100 submissions due to a webinar subscription. November 7, 2022 Edit: 931 days and counting. Can someone ple Lire la suite
Répondre Idée Forms
498 Mentions J'aime
147 Réponses
dannysaba
Participant
Juillet 08, 2022
Would love the option to unpublish forms too. We have many older forms we no longer use but don't want to lose the data on them when deleting them. ...Lire la suite
Résolues
dannysaba le Mars 22, 2022
Letting contact owners click CTAs
Hi - I'm trying to set up an email that is sent to the contact owner and includes CTAs that allow them to update the lead status automatically. So for example, if the contact owner clicks the nurture button, it would trigger the contact's lead st Lire la suite
Répondre Discussion
0 Mention J'aime
5 Réponses
dannysaba
Participant
Avril 20, 2022
hi @karstenkoehler Thanks so much for taking the time to reply and clarify in more detail the issue here. I read and actioned your advic...Lire la suite
Résolues
dannysaba le Mars 22, 2022
Letting contact owners click CTAs
Hi - I'm trying to set up an email that is sent to the contact owner and includes CTAs that allow them to update the lead status automatically. So for example, if the contact owner clicks the nurture button, it would trigger the contact's lead st Lire la suite
Répondre Discussion
0 Mention J'aime
5 Réponses
dannysaba
Participant
Avril 20, 2022
hi @karstenkoehler Thanks so much for taking the time to reply and clarify in more detail the issue here. I read and actioned your advic...Lire la suite
Résolues
dannysaba le Mars 22, 2022
Letting contact owners click CTAs
Hi - I'm trying to set up an email that is sent to the contact owner and includes CTAs that allow them to update the lead status automatically. So for example, if the contact owner clicks the nurture button, it would trigger the contact's lead st Lire la suite
Répondre Discussion
0 Mention J'aime
5 Réponses
dannysaba
Participant
Avril 20, 2022
hi @karstenkoehler Thanks so much for taking the time to reply and clarify in more detail the issue here. I read and actioned your advic...Lire la suite
dannysaba le Janvier 22, 2021
Cross platform reporting from multiple data sources - Salesforce & Hubspot
Hi We're considering a data visualization tool (Dealtale) to connect our data from Hubspot and Salesforce. It would be great if the feature was available within Hubspot already. I.e. we have all our opportunity/sales information in Salesforce. Lire la suite
Répondre Idée Sales Reporting
0 Mention J'aime
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