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kenshvetz
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Membro desde ‎out 10, 2021
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Ken Shvetz

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kenshvetz on Fevereiro 03, 2023
Make HubSpot Sandbox less "beta 1.0" + allow import & export of metadata!
Setting up and maintaining a HubSpot Sandbox is a MASSIVE time sync. It's a very basic, limited product feature that really is more Beta that Production-ready. You have to MANUALLY re-create nearly every single thing, especially field mappings and S Leia mais
Responder Idéia Workflows
0 avaliações positivas
0 Respostas
Solucionado
dsecareanu on Janeiro 16, 2021
Cannot set a contact's marketing status via API
Hi there, We're trying to update the contact marketing status for existing contacts in HubSpot via APi (that integrations is configured in settings to create marketing contacts) and the command we use is (integrated in a bigger sync): { Leia mais
Responder Discussão Contacts
2 avaliações positivas
11 Respostas
kenshvetz
Colaborador(a)
Novembro 29, 2022
Yes, why can't we simply edit this field in a list upload? (FYI we use a 3rd party dedupe/data hygiene tool Insycle to import lists into HubSpot so ...Leia mais
ktruong on Fevereiro 18, 2022
should all companies in HubSpot be created/sync to Salesforce?
Hi, trying to understand if all companies should be sync to SFDC from Hubspot for leads? Right now, account will get created if a lead converts into a contact so we have a bunch of companies in Hubspot but not in SFDC. What is the best practice? Sho Leia mais
Responder Discussão Enterprise
0 avaliações positivas
6 Respostas
kenshvetz
Colaborador(a)
Junho 16, 2022
Hi Lauren, I'm curious about your comment above " It's a best practice to turn off the Auto-Create & Associate Companies". Wouldn't this depe...Leia mais
ktruong on Fevereiro 18, 2022
should all companies in HubSpot be created/sync to Salesforce?
Hi, trying to understand if all companies should be sync to SFDC from Hubspot for leads? Right now, account will get created if a lead converts into a contact so we have a bunch of companies in Hubspot but not in SFDC. What is the best practice? Sho Leia mais
Responder Discussão Enterprise
0 avaliações positivas
6 Respostas
kenshvetz
Colaborador(a)
Junho 16, 2022
Hi Lauren, I'm curious about your comment above " It's a best practice to turn off the Auto-Create & Associate Companies". Wouldn't this depe...Leia mais
MBooker on Novembro 16, 2021
Import Teams, Roles and all Users into Sandbox
We have bee excited to have a HubSpot Sandbox to begin working on some complex workflows, but are frustrated with the roll out! We have 97 Users, 22 Teams aand 28 Roles -- and only the Super Admins were auto-imported into the Sandbox -- and there i Leia mais
Responder Idéia Users & Teams & Permissions
9 avaliações positivas
2 Respostas
kenshvetz
Colaborador(a)
Dezembro 11, 2021
It seems the HubSpot sandbox feature was added as more of an MVP without any real documentation or forethought into how admins could actually populat...Leia mais
Solucionado
pricetl on Março 07, 2017
How can I change / edit a user's email?
I made a mistake when I typed in my email address! I am trying to use my acct but that's a big problem and I can't find a solution. I would just make a new account but my company URL is the account. Any ideas on what I can do?
Responder Discussão
3 avaliações positivas
6 Respostas
kenshvetz
Colaborador(a)
Dezembro 11, 2021
This is NOT solved and should not be marked as such. You can only your OWN user account and not another user's as the OP asks, which is basic admin ...Leia mais
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