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SaraSyncMatters
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Mar 15, 2021
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Sara Lindmont

SyncMatters provides CRM integrations and HubSpot solutions. We're a full-service data agency for custom integrations, migrations, and CRM implementations.

Activity

SaraSyncMatters
Participant | Elite Partner
December 08, 2025
Reply to Attachments
A setting to control the attachments we want to save - like pdf only and not png. This would reduce the signature image noise on records.
SaraSyncMatters
Participant | Elite Partner
November 13, 2025
Reply to Editing the top left section of object's record-Contact
Same for deals and company records. Our customers would like to put custom properties that are relavant to their organization in that top left card f...read more
SaraSyncMatters
Participant | Elite Partner
September 03, 2025
Reply to Lead Properties in Form
Is this still not available? Seems with the new beta Lead object this would be an easy win. We're creating contact properties we don't need and then ...read more
SaraSyncMatters
Participant | Elite Partner
April 04, 2025
Reply to Log Out button for customer portal
Yes, for GDPR compliance we're also having an issue with this option missing.
SaraSyncMatters
Participant | Elite Partner
March 20, 2025
Reply to Ability to lock down existing line item properties
As an Elite Partner we get several clients that request this feature. It's available on all other modules and as we integrate with ERP systems to Hub...read more
SaraSyncMatters
Participant | Elite Partner
December 13, 2024
Reply to Change currency display on reports built using custom report builder, like you can on single object
It's 2024 and this is still an issue. We are an Elite Partner that works with customers who have multiple currencies setup which really throws their ...read more
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