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RachelJordan
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Member since ‎Jun 29, 2022
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  • Replies
    5
  • Upvotes Given
    2
  • Upvotes Received
    8
  • Ideas
    1

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Rachel Jordan

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Solved
sancybalani on July 11, 2018
Hi, I need to load a hubspot form as a popup upon a CTA click. The objective is to seek GDPR consent when a user submits a signup form. I dont want to include all the GDPR consent text on the webpage as it will make the form very bulky hence we wa read more
31 upvotes
178 Replies
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
Solved
AWood on March 23, 2021
Hi, We use an embedded meeting link to drive demos into our team diary. One thing I can't figure out, is how do I view the meetings that have been booked from a specific link? Similar to how I review form submissions. Thanks, Woody
2 upvotes
2 Replies
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
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
2 upvotes
6 Replies
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
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
2 upvotes
6 Replies
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
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
2 upvotes
6 Replies
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
JFirth on January 12, 2021
It would be really useful to be able to change the owner of a sequence once the sequence has been made. For example, this would enable me to create a sequence which could then be sent out by other SDRs and the data / analytics are reflected under th read more
168 upvotes
48 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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