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mnagel
Participant | Diamond Partner
Member since ‎Sep 11, 2017
  • solutions
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  • Replies
    1
  • Upvotes Given
    52
  • Upvotes Received
    8
  • Ideas
    3

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Matthew Nagel

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Activity

KPak on January 11, 2021
It would be helpful for the custom reports to link the deal name property (when used) to the deal. This currently is how it works for standard reports, just not the custom ones built from scratch. This is also the same use case for tickets. Link read more
6 upvotes
3 Replies
Participant | Diamond Partner
May 09, 2022
Looks like you can add the deal field called "Deal ID" to make the information link to the deal listed in your report.
mnagel on March 03, 2021
Salesforce allows users to add Accounts to Campaigns. It would be great if those accounts were surfaced and imported via the Salesforce importer tool in HubSpot for the purpose of only importing a portion of the account database from Salesforce. read more
kaburke on September 16, 2020
I created the below as a project for one of my customers and within days, I was sharing it and changing it for multiple customers of mine so I wanted to share the non-personalized one here. This is the bare bones for setting up a simple HubSpot/Sa read more
10 upvotes
26 Replies
Contributeur de premier rang
March 12, 2022
Hi @BAuclair , You can see that information in SFDC by updating your integration settings in HS. As seen in the screenshot, if yo...read more
mnagel on October 15, 2020
To reduce the number of forms used in a portal, we often have workflow starting criteria referencing that the contact has "Filled out any form on a specific page". If that page is replaced via a new version published from Staging, the page is no lon read more
mnagel on October 02, 2020
In the below article, it states "In contact-based workflows, the triggers below can be used for re-enrollment." and then below it lists: "Any integration triggers, including Mailchimp and Zoom." However, SurveyMonkey doesn't seem to be included in read more
8 upvotes
3 Replies
Participant
November 11, 2021
It will be helpful (and urgent for us) if survey monkey responses could reenroll many times in the same workflow. Not having it in place is just gene...read more
jackielee on December 04, 2019
I've seen this in a few instances and it was brought again to my attention how beneficial it would be to have a contact property that calculated how many days since XYZ; for example, how many days since create date, how many days since last contacte read more
50 upvotes
10 Replies
Member
September 02, 2021
I am using an active list with a workflow to update my "Today's Date" field and it seems to be working okay. Here is what I did... 1. Create dat...read more
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