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JosieSA
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Miembro desde ‎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 en 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.. ? Leer más
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5 Me gusta
13 Respuestas
JosieSA
Colaborador
Abril 09, 2019
nice workaround!
roarkjanis en Abril 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.
Responder Idea Contacts & Companies Sales Email Extensions & Add-Ins
376 Me gusta
116 Respuestas
JosieSA
Colaborador
Marzo 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...Leer más
roarkjanis en Abril 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.
Responder Idea Contacts & Companies Sales Email Extensions & Add-Ins
376 Me gusta
116 Respuestas
JosieSA
Colaborador
Marzo 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...Leer más
jameswindrow en Febrero 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 Leer más
Responder Idea Contacts Reporting Workflows
235 Me gusta
77 Respuestas
JosieSA
Colaborador
Febrero 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...Leer más
CCasemore en Agosto 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 Leer más
Responder Idea Deals Lists Workflows
145 Me gusta
41 Respuestas
JosieSA
Colaborador
Enero 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...Leer más
JennPape en Junio 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 Leer más
Responder Idea
30 Me gusta
24 Respuestas
JosieSA
Colaborador
Diciembre 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...Leer más
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