GWalsh

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Gillian Walsh

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GWalsh

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Abril 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...Leia mais

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GWalsh on Abril 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 Leia mais

Responder Discussão Academy Enterprise

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GWalsh

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Janeiro 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...Leia mais

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GWalsh on Janeiro 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 Leia mais

Responder Discussão Microsoft Dynamics 365

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GWalsh

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Agosto 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...Leia mais

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GWalsh on Agosto 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 Leia mais

Responder Discussão Programmable Automation

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