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JasonMM
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Member since ‎Sep 13, 2017
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  • Replies
    4
  • Upvotes Given
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  • Upvotes Received
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Solved
javieryebenes on October 31, 2019
Always create contact for new email address on a progressive form
I want to create a form for my company with the option " Always create contact for new email address" but it seems like if I use this option I can't use progressive fields. Why? I don't understand what does one thing have to do with the other. read more
Reply Discussion Conversations Tickets
0 upvote
3 Replies
JasonMM
Participant
November 25, 2019
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
jameswindrow on February 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact read more
Reply Idea Contacts Reporting Workflows
233 upvotes
76 Replies
JasonMM
Participant
June 04, 2019
@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
Solved
leckerman on January 25, 2019
Personalization Token for "View this Record" in HubSpot?
Does anyone know how to include a link / personalization token in an automated workflow email with a link to the contact's record in HubSpot that triggered the workflow? When Hubspot sends internal notifications (like from a contact form), it inclu read more
Reply Discussion
8 upvotes
10 Replies
JasonMM
Participant
May 14, 2019
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
vickyjiang on June 12, 2017
Creating a form submission report/dashboard
I'm looking to create either an automated report that could be sent out monthly or a dashboard that will show us the people who filled out forms to download some of our gated content in the last month (or other period of time). Right now I can only read more
Reply Idea Forms Reporting Reports
226 upvotes
80 Replies
JasonMM
Participant
May 11, 2019
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
Solved
mwilliams on April 09, 2018
Two unrelated records merged
Hello, We had a new form submission come through and instead of creating a new contact in Hubspot, it added the email address (and all information gathered in the form submission) to an unrelated contact. Is it possible the existing contact forw read more
Reply Discussion
9 upvotes
17 Replies
JasonMM
Participant
May 09, 2019
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
Solved
mwilliams on April 09, 2018
Two unrelated records merged
Hello, We had a new form submission come through and instead of creating a new contact in Hubspot, it added the email address (and all information gathered in the form submission) to an unrelated contact. Is it possible the existing contact forw read more
Reply Discussion
9 upvotes
17 Replies
JasonMM
Participant
May 09, 2019
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
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