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DanMYD
Contributor | Elite Partner
Member since ‎Jan 26, 2022
  • solutions
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  • Replies
    11
  • Upvotes Given
    19
  • Upvotes Received
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Dan Saavedra

Founder of an Analytics Consultancy. Specializing in reporting, automations, and integrations in HubSpot.

Activity

ASAINI9812 on September 11, 2023
Want to make a uni-directional Sync for Deals and companies as we have options on contacts If Salesforce create and update the contacts then we have two option like create the same in Hubspot or "Do nothing". I need the same functionality on Deals read more
Contributor | Elite Partner
January 15, 2024
A quick and easy one would be make.com. With it you can set up a scenario (workflow) with your specific triggers and filters that will sync dat...read more
Solved
AHooper8 on June 22, 2022
When an email is replied to and closed, and then subsiquently replied to by a customer some time later, HubSpot automatically reopens the conversation. This in itself is great but it keeps the conversation assigned to the original person. If the read more
0 upvote
8 Replies
Contributor | Elite Partner
January 11, 2024
Very nice. There always seems to be a trade off with these workarounds! 🙃
snedyavila on July 04, 2018
*Submitting on behalf of customer* Tickets are a great way of managing customer support/services. However, it would be helpful to allow for the automatic reopening of closed tickets that receive a reply from the customer. Currently when a ti read more
92 upvotes
31 Replies
Contributor | Elite Partner
January 05, 2024
There's also a way to modify the standard workflow that reopens tickets when people reply. This allows us to work around the issue of forwarded email...read more
Solved
AHooper8 on June 22, 2022
When an email is replied to and closed, and then subsiquently replied to by a customer some time later, HubSpot automatically reopens the conversation. This in itself is great but it keeps the conversation assigned to the original person. If the read more
0 upvote
8 Replies
Contributor | Elite Partner
January 11, 2024
Very nice. There always seems to be a trade off with these workarounds! 🙃
KatMalmusNZ on May 11, 2021
It would be incredibly useful if we would be able to change an activity property within a workflow. Here are a couple of use cases: Our Sales team completes call using Aircall, which is integrated with HS. Aircall has the limitation that both a con read more
32 upvotes
15 Replies
Contributor | Elite Partner
December 19, 2023
Would be a great idea. We currently build this out via Custom Code actions and the API every time but is often a pain.
AAbdel88 on August 22, 2023
Hello mates, I really don't care which BI tool we end up at. Does anyone know how to connect hubspot to a BI or analytics tool? Given that API integrations are now outdated, and can't be connected to Power BI. Thanks, Ali
0 upvote
1 Reply
Contributor | Elite Partner
September 27, 2023
@AAbdel88 the typical way we go about this is using Fivetran to regularly sync the data to BigQuery. We're opinionated towards that stack because w...read more
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