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aalthaus_revriv
Participant | Elite Partner
Participant | Elite Partner
Member since ‎Nov 6, 2017
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Amanda Althaus

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Activity

nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
338 upvotes
104 Replies
aalthaus_revriv
Participant | Elite Partner
October 04, 2023
Exciting news, HubSpot users! We’re thrilled to introduce Notes+ , your new sidekick in crafting crystal-clear context for your HubSpot records. ...read more
cfleishman on August 31, 2017
Cloning a Deal
Need to be able to clone an individual deal. This is helpful for recurring revenue organizations and building MRR. Please! Update from @JoeMayall : Due to a technical error on HubSpot’s end, this thread has an inflated upvote count. As of read more
Reply Idea Deals
1781 upvotes
544 Replies
aalthaus_revriv
Participant | Elite Partner
September 26, 2023
I've been closely following the discussions around the much-requested feature of duplicating a Deal in HubSpot. I completely understand the frustrati...read more
Solved
DOuriachi on December 20, 2022
Import notes, emails, and more from Pipedrive to Hubspot
Hello So the question has been asked many times but I have not found a satisfactory answer so far. We have about 18K of data for reference. I tried the following : Trujay = way too expensive, I cannot spare +1000$ to migrate Import2data = s read more
Reply Discussion
0 upvote
6 Replies
aalthaus_revriv
Participant | Elite Partner
July 26, 2023
In case it could help anybody in the future reading through threads trying to figure out how to migrate emails and notes along with all the field dat...read more
Kells100 on February 21, 2022
Pipedrive to HubSpot Data Migration Issue
Hi Community ... Need a bit of help. We're currently trying to move a bunch of notes/history and future tasks from Pipedrive to HubSpot. {basic data we did via import and allworked fine.] We found thr thread here re: Trujay / API and so we'l read more
Reply Discussion
0 upvote
13 Replies
aalthaus_revriv
Participant | Elite Partner
July 25, 2023
In case it might be helpful for anybody reading through this thread trying to find the best way to migrate Pipedrive data into HubSpot: We've launc...read more
Jwberry on August 31, 2020
Workaround - Custom meeting reminder / email follow ups
Quite often Users ask for help with meetings, and so often what they want is just not possible.. like editing the default confirmation email that is sent after the meeting is booked. But wait!?!?!?!??!? WOrKARouNd!! 🕺 There's a cleve read more
Reply Discussion Ask Me Anything How To
24 upvotes
12 Replies
aalthaus_revriv
Participant | Elite Partner
April 14, 2023
It's been a couple of years since the original workaround was shared. I'm curious if any new features or functions improve this capability. I publish...read more
DiegoPI on June 11, 2018
Customize Meeting Reminder & Meeting Booked Emails
It would be great to be able to change the default meeting reminder email or meeting booked email when creating a scheduling page. The minor customization allowed in the form of additional unformtted text is not enough. It would also be great to be read more
Reply Idea Meetings
965 upvotes
319 Replies
aalthaus_revriv
Participant | Elite Partner
April 14, 2023
I recently ran into this challenge myself when a law firm I work with wanted to include a map of their location and some tips for meeting preparation...read more
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