GWalsh

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GWalsh

Contributor

April 23, 2025

Reply to Custom Report Builder Help

Thanks, Karsten. Unfortunately, we are looking to filter by specific email types and show this data to sales users. I know we can search on a contact...read more

GWalsh on April 22, 2025

Custom Report Builder Help

Hi - Looking to use custom report builder to build a report that can list all customers in a matrix with the marketing emails we have sent to them and indicate/flag which of those emails they have clicked. The AI tool only works for single-object re read more

Reply Discussion Academy Enterprise

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GWalsh

Contributor

January 28, 2025

Reply to Dynamics CRM Integration

Hi Pam, Unfortunately this is not the issue - the sync is failing on contacts due to secondary email addresses in Dynamics, not because of the fiel...read more

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GWalsh on January 23, 2025

Dynamics CRM Integration

HubSpot has informed me that it will mark Dynamics contacts as duplicates if it has an email in the secondary email address field. Has anyone else run into this problem, if so what did you do as a solution? Their recommendation was basically del read more

Reply Discussion Microsoft Dynamics 365

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GWalsh

Contributor

August 15, 2023

Reply to Email a List of Contacts via Workflow

Hi @karstenkoehler - one issue with the above is you cannot schedule the export of the report, which is what we need. Our sales users are not train...read more

Solved

GWalsh on August 14, 2023

Email a List of Contacts via Workflow

Is there a way to send an email with a copy of a list to contact owners without them having to enter HubSpot to view the list? We have contacts automatically added to our large 'Bounce List' whenever they bounce. I would like to send a once-a-w read more

Reply Discussion Programmable Automation

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