mnagel

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Participant | Diamond Partner

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Matthew Nagel

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mnagel

Participant | Diamond Partner

May 09, 2022

Reply to Linking the deal name in custom reports

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

Allow for the Importing of Salesforce Accounts with the Campaigns Import tool

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

Reply Idea Campaign Contacts & Companies Integrations Salesforce Connector

0 upvote

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mnagel

Participant | Diamond Partner

December 23, 2020

Reply to A Step by Step Guide to setting up your SFDC integration

Great guide! It smooths out some pain points we run into quite a bit with the Salesforce/HubSpot integration. In the guide, you mention "If yo...read more

mnagel on October 15, 2020

Starting criteria error alert when a page is no longer published

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

Reply Idea CMS Development Tools Domains & URLs Forms Website & Landing Page Editor Workflows

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mnagel on October 02, 2020

Allow workflow reenrollment for SurveyMonkey survey submissions

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

Reply Idea Integrations Workflows

11 upvotes

4 Replies

mnagel

Participant | Diamond Partner

October 02, 2020

Reply to Create a property to calculate the "count of days since XYZ"

Hi @jesse_webstacks , I actually just ran into this roadblock as well and have been working on another workaround. For whatever reason, HubSpot do...read more

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