Profile

KSenette4
Contributor | Diamond Partner
Member since ‎Sep 27, 2021
  • solutions
    4
  • Replies
    16
  • Upvotes Given
    20
  • Upvotes Received
    45
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Karen Senette

This user hasn't created a bio yet. Edit your own profile here!

Activity

KSenette4 on March 20, 2024
I love using HubSpot documents and tracking the engagement of a contact I send it to. It is cumbersome to go to documents, copy the email address of the prospect, and generate the link from a different screen. If I am generating a link to send in Sl read more
0 upvote
0 Reply
Solved
RM88 on November 29, 2023
We are looking to set up our CRM and website/online forms to accept gift aid. We would then be required to store gift aid declarations on HS CRM. Has anyone set up this process before, would appreciate some guidance
0 upvote
3 Replies
Contributor | Diamond Partner
November 29, 2023
@RM88 There are a few options for collecting and managing donations inside of HubSpot and the links shared by @melrho have some great explanation...read more
Solved
miavelasco on August 15, 2022
My organization will be migrating to HubSpot soon and I'm curious to hear how other nonprofits process donations with HubSpot. We're currently using Stripe as our payment processor, but the Stripe integration only seems to be for sales quotes. We wa read more
Contributor | Diamond Partner
August 16, 2022
Hi @miavelasco , Having reliable donation data inside of Hubspot is critical and you have a few options. These are covered in @JFord 's pos...read more
KSenette4 on July 01, 2022
I like to say that the Hubspot workflow tool is like hiring an extra set of hands on your team. With the many hats nonprofit pros are wearing, we know how important it is to save time and get rid of manual tasks. If you are a Hubspot user that read more
6 upvotes
3 Replies
Contributor | Diamond Partner
July 11, 2022
@JPanama thank you so much for the kind words! I hope that other Hubspot users (or folks thinking about taking the leap) can find some value in thi...read more
KSenette4 on July 01, 2022
I like to say that the Hubspot workflow tool is like hiring an extra set of hands on your team. With the many hats nonprofit pros are wearing, we know how important it is to save time and get rid of manual tasks. If you are a Hubspot user that read more
6 upvotes
3 Replies
Contributor | Diamond Partner
July 11, 2022
@JPanama thank you so much for the kind words! I hope that other Hubspot users (or folks thinking about taking the leap) can find some value in thi...read more
Solved
zackp on June 21, 2022
I don't have time to go digging right now, so I'm curious.... In your opinion, what is the optimal/best practice set of Task Queues to use for inside B2B sales reps?
1 upvote
4 Replies
Contributor | Diamond Partner
June 30, 2022
Hi @zackp , I made a loom video to run through some of my ideas. It is only a couple of minutes long. There are a tons of ways to use these queue...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Group Hubs for KSenette4