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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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Solved
Shred_XJ2 on December 07, 2016
Sales Compensation Tracking
I did a search and could not find anything pertaining to setting up tracking of sales compensation/commissions. I understand that as of this moment I am using the FREE CRM tool. But as I setup HubSpot CRM with designs to move us to HubSpot Sales onc read more
Reply Discussion Companies CRM Deals Prospects
18 upvotes
21 Replies
aalthaus_revriv
Participant | Elite Partner
April 05, 2024
I know it's been a while since the initial post here, but just in case you or anybody else in this thread is still looking for a straightforward way ...read more
Anonymous on April 28, 2017
Archive Objects (contacts, companies, deals, tickets)
It would be great to "archive" deals that have either been won or lost, so that they don't appear on the dashboard or deals table. This way you wouldn't lose the information from the deal and it would affect the figures on your deals dashboard.
Reply Idea Deals
359 upvotes
95 Replies
aalthaus_revriv
Participant | Elite Partner
February 01, 2024
Hi all! Amanda here from the Instrumental Apps team 👋 We've built a micro-app to automatically archive records based on your own criteria that wor...read more
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
345 upvotes
107 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
1821 upvotes
559 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
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