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MReyes13
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Marinn Reyes

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MReyes13 on November 28, 2023
Custom Feeds
We'd love to modify the base "Team activities by Activity Date" report to use "1on1 Email", "Contacts", and "Company" data. The given feed from Hubspot can't be edited or replicated as far as I'm aware. Feed isn't an option in Custom Report Builder. Beitrag ansehen
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MReyes13 on März 23, 2023
Marking Tasks other than Complete
We created a workflow for our Sales staff to assign them a task when a contact hasn't been worked (no activity, no engagement) in 45 days or more. As the flow works now, if there is still no activity or engagement on the contact or the task isn't in Beitrag ansehen
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MReyes13
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März 23, 2023
Alright that works well enough, was hoping to build the enrollment trigger around "Task Status" but "Queue Membership" should work okay. Thanks
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MReyes13 on März 23, 2023
Marking Tasks other than Complete
We created a workflow for our Sales staff to assign them a task when a contact hasn't been worked (no activity, no engagement) in 45 days or more. As the flow works now, if there is still no activity or engagement on the contact or the task isn't in Beitrag ansehen
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MReyes13
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März 23, 2023
Alright that works well enough, was hoping to build the enrollment trigger around "Task Status" but "Queue Membership" should work okay. Thanks
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MReyes13 on Oktober 07, 2022
Access Non-Hubspot Form Submission Data for Reporting
Hi! We have a non-Hubspot-based form on our website that acts as a Waitlist, so Contacts can enter their email and receive updates when a product is back in stock. Form submissions tell us the name, email, date of submission, and conversion page Beitrag ansehen
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MReyes13
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Oktober 24, 2022
Hi Phil, thank you for the response. Shoot, hoping that wasn't the case but seems as though the Recent Conversation property is the next best option...Beitrag ansehen
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MReyes13 on Oktober 07, 2022
Access Non-Hubspot Form Submission Data for Reporting
Hi! We have a non-Hubspot-based form on our website that acts as a Waitlist, so Contacts can enter their email and receive updates when a product is back in stock. Form submissions tell us the name, email, date of submission, and conversion page Beitrag ansehen
Antworten Diskussion Forms Reports
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MReyes13
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Oktober 24, 2022
Hi Phil, thank you for the response. Shoot, hoping that wasn't the case but seems as though the Recent Conversation property is the next best option...Beitrag ansehen
roisinkirby on Oktober 20, 2016
Welcome to the Community - introduce yourself!
Welcome to the HubSpot Community! For a full list of current members of the Community team, check out Who's who on the HubSpot Community . This community has been designed for YOU the HubSpot customer to ask questions, find answers and e Beitrag ansehen
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MReyes13
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Juli 18, 2022
Howdy howdy everyone, excited to get our company on this new CRM 😊
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