mnagel

これらの掲示板を使用するには、JavaScriptがインストールされ、有効になっている必要があります。お使いのブラウザでJavaScriptが無効になっているか、JavaScriptがサポートされていません。 JavaScriptを有効にする方法については、ブラウザのヘルプファイルを参照してください。

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Matthew Nagel

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KPak 1月 11日, 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 続きを読む

返信アイデア Sales Reporting

12 いいね！

5 コメント

mnagel

参加者 | Diamond Partner

5月 09日, 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 3月 03日, 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. 続きを読む

返信アイデア Campaign Contacts & Companies Integrations Salesforce Connector

0 いいね！

0 コメント

kaburke 9月 16日, 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 続きを読む

返信ディスカッション How To

12 いいね！

29 コメント

mnagel

参加者 | Diamond Partner

12月 23日, 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...続きを読む

mnagel 10月 15日, 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 続きを読む

返信アイデア CMS Development Tools Domains & URLs Forms Website & Landing Page Editor Workflows

0 いいね！

0 コメント

mnagel 10月 02日, 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 続きを読む

返信アイデア Integrations Workflows

11 いいね！

4 コメント

jackielee 12月 04日, 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 続きを読む

返信アイデア Contacts & Companies Deals

72 いいね！

17 コメント

mnagel

参加者 | Diamond Partner

10月 02日, 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...続きを読む

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