Perfil

Camille_Balhorn
Colaborador | Partner nivel Diamond
Colaborador | Partner nivel Diamond
Miembro desde ‎feb 10, 2022
Enviar mensaje
  • Soluciones
    2
  • Respuestas
    7
  • Me gusta otorgados
    38
  • Me gusta recibidos
    24
  • Ideas
    1

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

Camille Balhorn

HubSpot Strategist at HubSpot Partner Agency, Remotish!

Actividad

MisterKennedy en Marzo 18, 2023
Bulk updating via CSV export > modify > re-import & reconfiguring extant properties
Hi, is this scenario supported, and is there an easier way to bulk modify records? Is there a better "Hubspot way"? CONTEXT: the ops team I am working with is rapidly iterating and developing with a startup company. The company is without th Leer más
Responder Conversación bulk upload csv
1 Me gusta
3 Respuestas
Camille_Balhorn
Colaborador | Partner nivel Diamond
Julio 04, 2023
Hi MisterKennedy, You've proposed a sound solution. Either editing the CSV manually or using Excel functions that perform a "contains any of" a...Leer más
JackHoch en Marzo 03, 2023
Company contacts not associated to company deal
I have a workflow that updates a contact's Lifecycle Stage and Lead Status when their company moves through our Deal Cycle. For example, say we win a deal with Company X: Company X's deal is then moved to the "Closed Won" deal stage, and all of Comp Leer más
Responder Conversación Workflows
0 Me gusta
3 Respuestas
Camille_Balhorn
Colaborador | Partner nivel Diamond
Julio 04, 2023
I'll also clarify--you asked for full association of Contacts and Deals, but we might not need to make it that complicated. If the main goal i...Leer más
JackHoch en Marzo 03, 2023
Company contacts not associated to company deal
I have a workflow that updates a contact's Lifecycle Stage and Lead Status when their company moves through our Deal Cycle. For example, say we win a deal with Company X: Company X's deal is then moved to the "Closed Won" deal stage, and all of Comp Leer más
Responder Conversación Workflows
0 Me gusta
3 Respuestas
Camille_Balhorn
Colaborador | Partner nivel Diamond
Julio 04, 2023
I'll also clarify--you asked for full association of Contacts and Deals, but we might not need to make it that complicated. If the main goal i...Leer más
Camille_Balhorn en Julio 12, 2022
Option to apply unique filters by axis in custom reporting
New HubSpot users often start building reports based on previous knowledge. For many, this means treating HubSpot custom reporting like reporting in Excel. One functionality that has come up recently is the ability to customize how d Leer más
Responder Idea Sales Reporting
12 Me gusta
4 Respuestas
Camille_Balhorn
Colaborador | Partner nivel Diamond
Marzo 21, 2023
Thanks for the support, Lauren! I see how your use case also mimics excel, and isn't ideal to execute in HubSpot at the moment.
MMacdonald en Julio 13, 2021
Tasks created form Chrome Extension to link to contact AND company
1- every single person who works form the company level and not the contact level 2- to get an overview of what tasks are set at a company level (the same reason we associate emails to BOTH the company and the contact) 3- What value does adding th Leer más
Responder Idea Tasks
12 Me gusta
5 Respuestas
Camille_Balhorn
Colaborador | Partner nivel Diamond
Marzo 15, 2023
Yes, and--if a task on the Contact could also connect to any open Deals associated to the Contact, just like when you make a task within HubSpot!
Resuelta
LBKoch en Abril 04, 2022
Validation on phone numbers
Has difficulty seeing the value of the hole new feature on the contact phone numbers, with "Phone number validation". On any contact persons, direct an mobile phone number. Has anyone found a possible solution, so not all numbers need to be manual Leer más
Responder Conversación Professional Starter
13 Me gusta
16 Respuestas
Camille_Balhorn
Colaborador | Partner nivel Diamond
Febrero 17, 2023
Hey LBKoch, I've found success importing these en masse since you posted a year ago! Option 1: Format all phone numbers in your spreadsh...Leer más
Ver publicaciones más recientes
Guarda tu contenido favorito para acceder rápidamente a él.
Primeros Pasos
Siempre hay que empezar por algún lado, por ejemplo, podrías comenzar por contarnos un poco sobre tus intereses.
Preséntate

Siguiendo

Ver todo
Insignias de la Comunidad

Mis grupos

Únete a algún grupo y encuentra personas con tus mismos intereses. Explora nuestros favoritos e intenta
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.