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MDavis57
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Membre depuis ‎mai 6, 2022
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Matthew Davis

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MDavis57 le Mai 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.
Répondre Idée Contacts & Companies
2 Mentions J'aime
3 Réponses
MDavis57
Membre
Mars 05, 2023
@JLSB Thanks for the heads up. Much appreciated.
MDavis57 le Mai 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 Lire la suite
Répondre Discussion
3 Mentions J'aime
7 Réponses
MDavis57
Membre
Février 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...Lire la suite
MDavis57 le Septembre 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 Lire la suite
Répondre Idée Dashboards & Reports
0 Mention J'aime
0 Réponse
MDavis57 le Mai 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 Lire la suite
Répondre Discussion
3 Mentions J'aime
7 Réponses
MDavis57
Membre
Février 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...Lire la suite
MDavis57 le Mai 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 Lire la suite
Répondre Discussion
3 Mentions J'aime
7 Réponses
MDavis57
Membre
Février 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...Lire la suite
MDavis57 le Mai 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.
Répondre Idée Contacts & Companies
2 Mentions J'aime
3 Réponses
MDavis57
Membre
Mars 05, 2023
@JLSB Thanks for the heads up. Much appreciated.
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