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JKaufman
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Member since ‎Jan 17, 2023
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Jared Kaufman

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JKaufman on April 26, 2023
Prevent companies with the same domain from creating duplicates
Hi! When going through my data in Hubspot, I sometimes find multiple companies with the same domain name that Hubspot is not catching as being duplicates. I want to make sure that when new contacts are uploaded (or companies) - that the upl read more
Reply Discussion RevOps
1 upvote
8 Replies
JKaufman
Member
May 08, 2023
Unfortunately I'm not seeing this feature in my settings
JKaufman on April 26, 2023
Prevent companies with the same domain from creating duplicates
Hi! When going through my data in Hubspot, I sometimes find multiple companies with the same domain name that Hubspot is not catching as being duplicates. I want to make sure that when new contacts are uploaded (or companies) - that the upl read more
Reply Discussion RevOps
1 upvote
8 Replies
JKaufman
Member
May 08, 2023
Unfortunately I'm not seeing this feature in my settings
JKaufman on April 26, 2023
Prevent companies with the same domain from creating duplicates
Hi! When going through my data in Hubspot, I sometimes find multiple companies with the same domain name that Hubspot is not catching as being duplicates. I want to make sure that when new contacts are uploaded (or companies) - that the upl read more
Reply Discussion RevOps
1 upvote
8 Replies
JKaufman
Member
May 08, 2023
Unfortunately I'm not seeing this feature in my settings
Solved
JKaufman on February 17, 2023
Making it easier to log meetings and attach notes to those meetings
Hi! I have a couple of questions that I'm hoping you can help me with. 1. Activity One of the important dates for us is the date of the "first meeting". To capture this, we have a "first meeting" meeting type. Is it possible to create l read more
Reply Discussion RevOps SalesOps
0 upvote
1 Reply
JKaufman on February 08, 2023
Flag companies for de-duplication based on domain name
Step 1: I'm noticing that Hubspot is flagging some companies as duplicates, but there are still companies in our database with identical domain names that for some reason are not flagged as duplicates. Step 2: There are companies with different read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
JKaufman on January 20, 2023
Link to meeting notes in calendar invite
Hi! I am using the Hubspot meeting links to automatically schedule and log meetings. One issue we have run into is how to make it easy for our sales team to take notes on these meetings - they are often in back to back calls and it isn't s read more
Reply Discussion
0 upvote
4 Replies
JKaufman
Member
January 23, 2023
What about a workaround - is it possible to do a Slack alert? Can you share the approach for creating the custom link?
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