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RBozeman
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Member since ‎Dec 30, 2021
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Ryan Bozeman

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Participant
October 24, 2024
Just to clarify — are you primarily concerned with having accurate customer journey reporting or ensuring the lead stage is correct and automaticall...read more
Participant
October 24, 2024
Using filters and lists, you can identify and clean up low-value records. For example, you can create an active list in HubSpot that filters contact...read more
Participant
October 24, 2024
One way to handle this would be to export a list of records that meet your deletion specifications and have an approval process for those. Then, som...read more
Participant
September 19, 2024
Hi @Ron-IS , Wanted to update you here that this can now be done out of the box using HubSpot Workflows. You can read more about associations in Wor...read more
Participant
September 19, 2024
@Hi @KSimpson2007 , As Karsten said, this could be done using HubSpot Workflows in the manner that he described. But since there is no default ...read more
Participant
September 18, 2024
Hi @JStowe5 , Thanks for mentioning Insycle @karstenkoehler . I work for them and just wanted to provide some more context. Insycle's Merg...read more
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