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DStone1
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Member since ‎Jan 10, 2023
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Daniel Stone

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Solved
DStone1 on September 12, 2023
Contacts Not Updating
I am in desperate need of a solution to a rather simple problem. This is causing hours of additional manual work, that should not be needed. As a School, we are legally required to hold contact details for both the Mother and Father. So, on our read more
Reply Discussion Workflows
0 upvote
7 Replies
DStone1
Participant
September 15, 2023
Thank you for the suggestion - it's given me a few ideas, but I don't think it will work in the long term. Parent 1 won't always be parent 1, and...read more
Solved
DStone1 on September 12, 2023
Contacts Not Updating
I am in desperate need of a solution to a rather simple problem. This is causing hours of additional manual work, that should not be needed. As a School, we are legally required to hold contact details for both the Mother and Father. So, on our read more
Reply Discussion Workflows
0 upvote
7 Replies
DStone1
Participant
September 15, 2023
Thank you for the suggestion - it's given me a few ideas, but I don't think it will work in the long term. Parent 1 won't always be parent 1, and...read more
Solved
DStone1 on September 12, 2023
Contacts Not Updating
I am in desperate need of a solution to a rather simple problem. This is causing hours of additional manual work, that should not be needed. As a School, we are legally required to hold contact details for both the Mother and Father. So, on our read more
Reply Discussion Workflows
0 upvote
7 Replies
DStone1
Participant
September 15, 2023
Thank you for the suggestion - it's given me a few ideas, but I don't think it will work in the long term. Parent 1 won't always be parent 1, and...read more
Solved
DStone1 on September 12, 2023
Contacts Not Updating
I am in desperate need of a solution to a rather simple problem. This is causing hours of additional manual work, that should not be needed. As a School, we are legally required to hold contact details for both the Mother and Father. So, on our read more
Reply Discussion Workflows
0 upvote
7 Replies
DStone1
Participant
September 15, 2023
Thank you for the suggestion - it's given me a few ideas, but I don't think it will work in the long term. Parent 1 won't always be parent 1, and...read more
DStone1 on July 19, 2023
Updating Contacts through workflows
For context: We are a school and use HubSpot forms for our applications. On the applications we ask for 2 contacts - usually mum and dad - and use a workflow to create the 2nd contact based on the form submission. We then associate the 2nd contact w read more
Reply Discussion Workflows
0 upvote
1 Reply
Solved
DStone1 on May 05, 2023
Exporting Large Data
We use HubSpot as an admissions system, with the intent to export data and import into another system for an entirely different process. The reporting function only allows me to export 20 columns of data, but I need to export approx. 100 columns read more
Reply Discussion Reports
0 upvote
7 Replies
DStone1
Participant
June 05, 2023
No, I didn't mark them as accepted and no, they're not a suitable solution. Being an EU based company, hosted on EU servers, the apps are not sui...read more
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