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Olivia_Bagnall
Guide | Platinum Partner
Guide | Platinum Partner
Member since ‎Mar 30, 2022
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Olivia Bagnall

HubSpot and Inbound consulting, implementation + training. Ask me anything :) Over 3 years experience working in HubSpot technical support and onboarding.

Activity

GHayes2 on May 18, 2022
Automation Workflow: Test Error
Hi there I have a couple of new automation workflows I am waiting to turn on, both for email campaigns. I 've set up a test and am seeing error messages regardless of the contact I am using as a test subject, this is happening across both automa read more
Reply Discussion Campaigns
0 upvote
4 Replies
GHayes2
Member
May 23, 2022
Thanks Olivia, Our Hubspot contact sorted the issue. It was because I'd ticked 'send me copies of the emails' , I tried without and the test complete...read more
GHayes2 on May 18, 2022
Automation Workflow: Test Error
Hi there I have a couple of new automation workflows I am waiting to turn on, both for email campaigns. I 've set up a test and am seeing error messages regardless of the contact I am using as a test subject, this is happening across both automa read more
Reply Discussion Campaigns
0 upvote
4 Replies
GHayes2
Member
May 23, 2022
Thanks Olivia, Our Hubspot contact sorted the issue. It was because I'd ticked 'send me copies of the emails' , I tried without and the test complete...read more
Kashish_Garg on May 18, 2022
How can I automate assigning contact owner to sales team from a round robin link?
Hi, There is a round-robin link we use for all our salespeople. Now 1. First, I want to assign the contact owner to the person with whom the sales calls has been scheduled. 2. Second, If the call gets canceled and rescheduled with another read more
Reply Discussion Professional
0 upvote
1 Reply
Olivia_Bagnall
Guide | Platinum Partner
May 18, 2022
@Kashish_Garg This can be achieved through a workflow that looks at either the meeting name (if it has the host name in the title) or the 'activity...read more
DGallegos on May 17, 2022
Lifecycle Stage when no longer a customer
I would love to hear how others are handling Lifecycle Stage when a Customer is no longer a customer. When someone Churns. Are you recycling after a set amount of time to an MQL? SQL? Are you clearing the Lifecycle Stage? Are you leaving it read more
Reply Discussion Enterprise
0 upvote
2 Replies
Olivia_Bagnall
Guide | Platinum Partner
May 18, 2022
@DGallegos I completly agree with @karstenkoehler on this one. This really depends on how you use HubSpot AND what you intend to do with these ch...read more
Solved
BKelly710 on May 18, 2022
Importing parent/children
I have a spreadsheet of 600+ companies I want to import into HubSpot. Some of these are parent/children companies with matching domains. Ie 3M Corporate and 3M Fulfillment Center - different addresses, but same domain. How do I import this so it ref read more
Reply Discussion CRM
0 upvote
1 Reply
Olivia_Bagnall
Guide | Platinum Partner
May 18, 2022
@BKelly710 Happy to help here! So I am afraid it is not possible to have two companies by the same domain in HubSpot and even if it was I would no...read more
Solved
DrewSchmidt7 on May 18, 2022
Deal's Associated Contact Activity
We imported 400 deals into a pipeline, we then went into each deal and associated a contact with that deal. How do we get all the contact's activity to show in the deal? Deal Name: John Headlee Associated Contact: John Headlee I want John's CO read more
Reply Discussion Professional
0 upvote
2 Replies
DrewSchmidt7
Member
May 24, 2022
Hi Olivia, Thank you for the information, I was hoping this would not be true, I ended up going in and manually creating the deal. Thanks Ag...read more
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