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JasonMM
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Member since ‎Sep 13, 2017
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  • Replies
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JasonMM
Participant
November 25, 2019
Reply to Always create contact for new email address on a progressive form
This reply got a little long so better to put my summary here at the top. Don't use Always create contact for new email address if you care about ...read more
JasonMM
Participant
June 04, 2019
Reply to Copy contact properties to Deal?
@dborn - Over time, I ran into the same issue with Hubspot timing out when searching for deals. I had to abandon the previous method altogether. Ou...read more
JasonMM
Participant
May 14, 2019
Reply to Personalization Token for "View this Record" in HubSpot?
If you have defined the email as an internal email saved for automation and saved it that way (return to the email list and reopen the email) or crea...read more
JasonMM
Participant
May 12, 2019
Reply to Creating a form submission report/dashboard
I make this kind of stuff happen all the time in HS. The programming that Hubspot uses to display the Form Submission Date in an Activity Timeline us...read more
JasonMM
Participant
May 09, 2019
Reply to Two unrelated records merged
I tested it. Almost immediately had a contact enroll that was created 24 hours prior and had been created via first form submission. I also confirmed...read more
JasonMM
Participant
May 08, 2019
Reply to Two unrelated records merged
This happens to us every day. Within the industry we serve, our customers share devices at work all the time. Whenever they fill out a form, the cont...read more
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