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RachelJordan
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Member since ‎Jun 29, 2022
  • solutions
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  • Replies
    5
  • Upvotes Given
    2
  • Upvotes Received
    10
  • Ideas
    1

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Rachel Jordan

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Activity

Participant
August 29, 2023
Is this beta still running @DomRychlik ? I don't see the pop-up option in my Link To dropdown for buttons. If it's still running, I'd like to be add...read more
Participant
March 21, 2023
The solve below is great for a dashboard view. But I wanted to build automations based on meetings booked with certain users. So I needed a list. I t...read more
Participant
October 26, 2022
I think we might need to use the company name, or ask leads for their company website, or come up with a different solution
Participant
October 26, 2022
Thanks, Olivia. I mentioned in the post that email domain doesn't work in our case. Email domain is often not the same as a school or school dist...read more
Solved
RachelJordan on October 26, 2022
Is there a way in HubSpot or Insycle to automate the contact -> company association without using the HS feature that creates new companies? I've read this and it's not what we need - https://knowledge.hubspot.com/crm-setup/automatically read more
4 upvotes
6 Replies
Participant
September 16, 2022
Agreed -- I want to send a sequence on behalf of my CEO. The only option seems to be logging in as him or sending as a workflow instead.
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