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JosieSA
Colaborador
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.

Actividad

JosieSA
Colaborador
Abril 09, 2019
Reply to sequences and automation
nice workaround!
JosieSA
Colaborador
Marzo 15, 2019
Reply to Allow attachments received in emails to log to CRM
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
JosieSA
Colaborador
Marzo 15, 2019
Reply to Allow attachments received in emails to log to CRM
I believe this is fixed now. I just tested sending an email from Outlook with an attachment and I can see that email on my activity feed, with the at...Leer más
JosieSA
Colaborador
Febrero 27, 2019
Reply to Copy contact properties to Deal?
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
JosieSA
Colaborador
Enero 21, 2019
Reply to Allow the use of relative dates in workflow/smart list criteria
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
JosieSA
Colaborador
Diciembre 05, 2018
Reply to Past Due Activities Still Count as "Next Activity Date"
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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