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BruceProck
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Member since ‎Dec 10, 2021
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  • Upvotes Given
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Bruce Prock

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Activity

FinallyMatt on March 12, 2021
We stumbled across what we thought was an issue with completed task tracking not recording to user activities in the Sales Analytics tool. After a conversation with the support team, it turned out the acitivty report uses the task due date whe read more
Participant
May 17, 2022
Is this the case in custom reports?
Solved
BruceProck on May 11, 2022
When logging to a contact from within HubSpot, HubSpot chooses to log to every associated record. Since we have contacts and companies that have multiple deals in progress, all of these deals get logged to (calls, tasks, emails). Our deal pi read more
Hall of Famer | Partner
May 12, 2022
Hi @BruceProck , Some association in HubSpot is automatic and cannot be deactivated, see the table in this article: https://knowledge.hubspot...read more
Solved
LanceHaverkamp on April 22, 2019
Our website leads often want to add additional notes. How do I add contact notes as a form field?
3 upvotes
3 Replies
Participant
April 22, 2022
Interesting! The accepted solution suggested is no solution at all.
BruceProck on April 21, 2022
We have outside entities that we send new leads to that have been self-qualified through a form-fill that includes detailed product requests. We use automation to send these based on geolocation (states and zips). The contact hits the workflow, but read more
Participant
April 22, 2022
thank you
BruceProck on April 22, 2022
We use highly personalized marketing emails to confirm the details of a contact's form submission. When sending the email via workflow automation the content of the email is not displayed in the record. Our form submissions are hybrids of the woo e read more
Community Manager
April 25, 2022
Hi @BruceProck , Thank you for reaching out to the Community! The option to show the content of a marketing email on a record's timeline is...read more
BruceProck on April 21, 2022
We have outside entities that we send new leads to that have been self-qualified through a form-fill that includes detailed product requests. We use automation to send these based on geolocation (states and zips). The contact hits the workflow, but read more
Participant
April 22, 2022
thank you
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