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FHugi
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Member since ‎Jan 25, 2021
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  • Upvotes Given
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Frank Hugi

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FHugi on August 05, 2021
Create a task for a contact using contact ID or HS link
Hello. Situation: we have two types of contacts, buyers (BUY) and manufacturers (MAN). Deals are published under the buyer's name, and only the buyers is attached to the deal (due to the fact that HS logic cannot differentiate the assoc read more
Reply Discussion Contacts CRM Deals Enterprise Tasks
0 upvote
1 Reply
Solved
FHugi on July 12, 2021
Feedback score from deal to contact
Hi, Situation: we are a matchmaking platform for the CNC industry, meaning our contacts can be buyers and/or manufacturers, and can take part on different deals over time, either as a buyer or as a manufacturer. Once the deal is closed won, we wan read more
Reply Discussion Enterprise
0 upvote
1 Reply
FHugi
Participant
July 01, 2021
Reply to HubSpot User is Out of Office
Same here, we have 28 users going OOTO on variable basis and it always takes a few hours to remove them from teams, workflows, contact ownerships, no...read more
Solved
FHugi on June 03, 2021
Contact referral source info pushed into contact referral target
Hello, situation: My sales team calls pre qualified contacts, some are the wrong person to talk to, but they may know the correct person. What they currently do, is to overwrite the contact information with the new person. I don't want this (be read more
Reply Discussion Enterprise
1 upvote
3 Replies
FHugi on June 01, 2021
Mass permutation of contacts secondary email into primary, and vice versa
Hello, For multiple contacts, I want to be able to mass permute a secondary email into primary , and to put the primary email as a secondary, either through an import, or a workflow. Example: Before Permutation After Permutation read more
Reply Idea Properties
0 upvote
0 Reply
Solved
FHugi on April 26, 2021
Keep Hubspot tasks open when notes are added
Hello, Situation: My sales reps add notes into open tasks to keep track of information. Yet, once they add a note, the task goes into completion and closes (see image). Question: How can we prevent this automatic task completion from happe read more
Reply Discussion Sales Ops
2 upvotes
1 Reply
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