mnagel

JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Participant | Diamond Partner

Member since

Message

solutions
0
Replies
1
Upvotes Given
70
Upvotes Received
11
Ideas
3

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

Friends list is empty

Matthew Nagel

This user hasn't created a bio yet. Edit your own profile here!

Activity

KPak on January 11, 2021

Linking the deal name in custom reports

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

Reply Idea Sales Reporting

13 upvotes

5 Replies

mnagel

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

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

0 Reply

Solved

kaburke on September 16, 2020

A Step by Step Guide to setting up your SFDC integration

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

Reply Discussion How To

12 upvotes

32 Replies

mnagel

Participant | Diamond Partner

December 23, 2020

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

0 upvote

0 Reply

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

jackielee on December 04, 2019

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

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

Reply Idea Contacts & Companies Deals

76 upvotes

18 Replies

mnagel

Participant | Diamond Partner

October 02, 2020

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

View latest posts