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JosieSA
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Member since ‎Sep 4, 2017
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Josie Hill

I love solving problems. I have 19 years of digital and marketing technology experience, working across SA, UK and USA. From adserving, inventory management, web analytics, tag management, data management platforms to CRM, automations and integrations. All applied with a lens of training, coaching and change mangement. My favourite projects are where I get to roll up my sleeves and DO. What I have learned over the years is it's not about the tech, it's about how you use it.

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keriestewart on May 02, 2018
sequences and automation
i have multiple sequences set up to send to our clients (we are B2C) . When the contact comes to the end of the sequence, i want to be able to set up a workflow or automation that will change their status. currently there is no way to do this.. ? read more
Reply Discussion
5 upvotes
13 Replies
JosieSA
Contributor
April 09, 2019
nice workaround!
roarkjanis on April 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
377 upvotes
116 Replies
JosieSA
Contributor
March 15, 2019
hmmm, noted. To be clear I have only tested this using Sales Hub (i.e. emailing from a Contact) and the Hubspot support consultant has informed me th...read more
roarkjanis on April 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Reply Idea Contacts & Companies Sales Email Extensions & Add-Ins
377 upvotes
116 Replies
JosieSA
Contributor
March 15, 2019
hmmm, noted. To be clear I have only tested this using Sales Hub (i.e. emailing from a Contact) and the Hubspot support consultant has informed me th...read more
jameswindrow on February 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact read more
Reply Idea Contacts Reporting Workflows
236 upvotes
77 Replies
JosieSA
Contributor
February 27, 2019
hi I have found a work around that might help you. I am using a Deal workflow to copy the contact owner and apply it to the deal. If your source op...read more
CCasemore on August 17, 2017
Allow the use of relative dates in workflow/smart list criteria
HubSpot Marketing currently only allows smart lists and workflows to use Deal date fields as absolute values (eg. August 17, 2017). This makes it very difficult to create smart lists and workflows based on aging deals or moving time ranges. The read more
Reply Idea Deals Lists Workflows
147 upvotes
41 Replies
JosieSA
Contributor
January 21, 2019
hi @annieseattle you might be able to achive this by using your enrollment criteria "when the trial date field value = is known" . That way w...read more
JennPape on June 11, 2018
Past Due Activities Still Count as "Next Activity Date"
Currently, if a task is past due, they system will not recognize a "next activity date" and it will appear that there is no task set. I use the "next activity date is unknown" filter to quickly find new contacts that have been added to our dat read more
Reply Idea
32 upvotes
25 Replies
JosieSA
Contributor
December 05, 2018
Please Hubspot we need this. I waste a lot of time worring about contacts that are falling through the cracks, and setting up tasks for the team...read more
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