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MDavis57
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Member since ‎May 6, 2022
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Matthew Davis

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MDavis57 on May 06, 2022
Import to Update Existing Records Only Without Creating New Records
Similar to Salesforce functionality, I want the ability to import a spreadsheet of records/contacts, and only have Hubspot update contacts, instead of updating and creating new contacts.
Reply Idea Contacts & Companies
2 upvotes
3 Replies
MDavis57
Member
March 05, 2023
@JLSB Thanks for the heads up. Much appreciated.
MDavis57 on May 26, 2022
Always Create a New Salesforce Lead
We implemented Hubspot in October 2021, then just migrated from Zoho CRM to Salesforce in May 2022. Since there was no real integration between HS and Zoho, we were always able to create a new lead in Zoho every time a person completed a form on read more
Reply Discussion
3 upvotes
7 Replies
MDavis57
Member
February 13, 2023
We’ve had to create a cumbersome set of flows in Salesforce, each sending out email notifications whether the new action is truly a new lead or an exi...read more
MDavis57 on September 02, 2022
Better Contact Email Reporting for Individual Email Sends
When we send out an email, we want to be able to view a report of each individual contact, how many times they opened or clicked the email, and other values such as company name, state, etc. We can export out the list of recipients for an indiv read more
Reply Idea Dashboards & Reports
0 upvote
0 Reply
MDavis57 on May 26, 2022
Always Create a New Salesforce Lead
We implemented Hubspot in October 2021, then just migrated from Zoho CRM to Salesforce in May 2022. Since there was no real integration between HS and Zoho, we were always able to create a new lead in Zoho every time a person completed a form on read more
Reply Discussion
3 upvotes
7 Replies
MDavis57
Member
February 13, 2023
We’ve had to create a cumbersome set of flows in Salesforce, each sending out email notifications whether the new action is truly a new lead or an exi...read more
MDavis57 on May 26, 2022
Always Create a New Salesforce Lead
We implemented Hubspot in October 2021, then just migrated from Zoho CRM to Salesforce in May 2022. Since there was no real integration between HS and Zoho, we were always able to create a new lead in Zoho every time a person completed a form on read more
Reply Discussion
3 upvotes
7 Replies
MDavis57
Member
February 13, 2023
We’ve had to create a cumbersome set of flows in Salesforce, each sending out email notifications whether the new action is truly a new lead or an exi...read more
MDavis57 on May 06, 2022
Import to Update Existing Records Only Without Creating New Records
Similar to Salesforce functionality, I want the ability to import a spreadsheet of records/contacts, and only have Hubspot update contacts, instead of updating and creating new contacts.
Reply Idea Contacts & Companies
2 upvotes
3 Replies
MDavis57
Member
March 05, 2023
@JLSB Thanks for the heads up. Much appreciated.
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