mnagel

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

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Matthew Nagel

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KPak en Enero 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 Leer más

Responder Idea Sales Reporting

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mnagel

Participante | Partner nivel Diamond

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 en Marzo 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. Leer más

Responder Idea Campaign Contacts & Companies Integrations Salesforce Connector

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kaburke en Septiembre 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 Leer más

Responder Conversación How To

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mnagel

Participante | Partner nivel Diamond

Diciembre 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...Leer más

mnagel en Octubre 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 Leer más

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

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mnagel en Octubre 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 Leer más

Responder Idea Integrations Workflows

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jackielee en Diciembre 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 Leer más

Responder Idea Contacts & Companies Deals

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18 Respuestas

mnagel

Participante | Partner nivel Diamond

Octubre 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...Leer más

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