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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 26, 2022
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
2 upvotes
4 Replies
Key Advisor | Diamond Partner
May 27, 2022
Gotcha. Thanks Matthew. I think I'd still lean into keeping Opportunity (SF) and Deal (HS) as the thing that moves the human (Contact in HS an...read more
MDavis57 on May 26, 2022
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
2 upvotes
4 Replies
Key Advisor | Diamond Partner
May 27, 2022
Gotcha. Thanks Matthew. I think I'd still lean into keeping Opportunity (SF) and Deal (HS) as the thing that moves the human (Contact in HS an...read more
MDavis57 on May 06, 2022
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.
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