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JKrantz
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Member since ‎Sep 17, 2021
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  • Upvotes Given
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  • Upvotes Received
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Jim Krantz

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JMory on February 20, 2024
Customize cards for right sidebar for deal records
We would like to be able to add in customized cards where users can place attachments separate from the default attachment card.
Reply Idea Deals
1 upvote
1 Reply
JKrantz
Contributor
May 10, 2024
love this! trying to do the same!
HefziChalchi1 on March 15, 2023
Microsoft Sharepoint and Hubspot integration - Connection
Hello! I'm looking to connect Microsoft Sharepoint with Hubspot CRM. I've been looking for tutorials or some ideas, but until now, I haven't been able to get to anything concrete. Does anyone have succeeded in connecting an inventory withing read more
Reply Discussion
11 upvotes
14 Replies
JKrantz
Contributor
April 19, 2024
yes works very well! we have an ongoing relationship with a developer and it keeps expanding.
Solved
JKrantz on March 11, 2024
Project staffing custom object
has anyone built a team/ project tracker in HubSpot? ideally see if anyone knows of any plug is OR built a custom object about... once a project is closed, i want to staff that project with "consultants". in the deal record, we have numbers read more
Reply Discussion Custom Objects
1 upvote
4 Replies
JKrantz
Contributor
March 12, 2024
Fantastic start, love the way you are thinking @Lucila-Andimol . That could work for one off projects but struggling to see if its scalable. 1...read more
Solved
YogiPatel27 on December 14, 2023
Custom CRM card
I am having an issue with passing a URL to fetch data. The data in the URL is in JSON format, and I am having difficulty determining the format for fetching custom card data through a URL. I would appreciate it if you could assist me in understandin read more
Reply Discussion Professional
1 upvote
4 Replies
JKrantz
Contributor
March 11, 2024
Awesome video! thank you for sharing!
Solved
JKrantz on March 11, 2024
Project staffing custom object
has anyone built a team/ project tracker in HubSpot? ideally see if anyone knows of any plug is OR built a custom object about... once a project is closed, i want to staff that project with "consultants". in the deal record, we have numbers read more
Reply Discussion Custom Objects
1 upvote
4 Replies
JKrantz
Contributor
March 12, 2024
Fantastic start, love the way you are thinking @Lucila-Andimol . That could work for one off projects but struggling to see if its scalable. 1...read more
CBetancourt4 on November 29, 2023
Auto generate Invoices via API or Workflow
It would be fantastic to automatically generate invoices in HubSpot whether it be via API or in the workflow. It would help take out the manual work from having to do this one at a time for companies that generate dozens of invoices at a time. W read more
Reply Idea Payments
74 upvotes
26 Replies
JKrantz
Contributor
November 29, 2023
great idea!!
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