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noahmckeon
Top Contributor | Elite Partner
(He/they)
Top Contributor | Elite Partner
Member since ‎Mar 1, 2018
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  • Replies
    146
  • Upvotes Given
    35
  • Upvotes Received
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Noah McKeon

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Activity

JoeDavies on September 24, 2021
Make mandatory Product Line Items on Deals an option! [Revenue Reporting Issue]
As the ARR & MRR reporting is based around these properties, which are calculated via the Line Items, it's essential for accurate reporting that it be possible to make adding them to Deals mandatory. I've worked with a few organisations where t read more
Reply Idea Dashboards & Reports Deals Products and Quotes Sales Reporting
210 upvotes
73 Replies
noahmckeon
Top Contributor | Elite Partner
November 27, 2024
HubSpot team, can you please let us know if this is planned? It's an essential piece that we're personally missing but also need for our clients.
Solved
MSharpe16 on October 19, 2024
Importing New Deals & Updating Existing
I have been trying unsuccessfully to import new deals associated with existing companies, update existing deals and add new companies and deals. I have double checked to make sure that any existing deals have their Record ID included in the spreadsh read more
Reply Discussion Deals
0 upvote
4 Replies
noahmckeon
Top Contributor | Elite Partner
November 22, 2024
@MSharpe16 You can do this with software such as MigrateMyCRM . It supports all native and custom HubSpot objects.
Solved
NLloyd4 on October 22, 2024
Moving information to a new account
I am using export and import to move information to a new account. Companies Contacts Products Deals Is it possible to move Quotes across to the new account?
Reply Discussion Best Practices
1 upvote
6 Replies
noahmckeon
Top Contributor | Elite Partner
November 22, 2024
Hey @NLloyd4 ! You can do this with software such as MigrateMyCRM . It supports all native and custom HubSpot objects.
Solved
Iscrisvesu on October 19, 2024
Emails from Pipedrive to HubSpot
Hello there, I'm migrating from pipedrive to Hubspot and even though via import it brings some emails, it doesn't do it with all of them. Also, now in hubspot I have contacts that are no longer deals but I want to keep the email history. What read more
Reply Discussion Connected Email Integrations
0 upvote
2 Replies
noahmckeon
Top Contributor | Elite Partner
November 22, 2024
Hi @Iscrisvesu ! You can use our migration software to complete this partial migration. More information can be found here: How do I migrate...read more
Solved
DSiegers on November 21, 2024
Using Microsoft 365 Dynamics Integration to push Invoices from HubSpot to Dynamics
Hi there, Currently, the "Microsoft Dynamics 365" marketplace app only allows you to push the Invoice object from Dynamics to HubSpot. Custom field mapping is possible. However, even with custom field mappings, synchronisation remains unidirecti read more
Reply Discussion Timeline and Extensions APIs
3 upvotes
3 Replies
noahmckeon
Top Contributor | Elite Partner
November 21, 2024
Hey @DSiegers ! I can't speak to the native integration, but we've set up many HubSpot & MS Dynamics integrations (often in place of the native...read more
Solved
noahmckeon on September 05, 2024
Calendah: See Your HubSpot Records in a Calendar View
This post addresses the Calendah app, designed to help HubSpot users visually manage their records in a calendar format. What is Calendah? Calendah is a powerful app that allows HubSpot users to view and organize records in a calendar view b read more
Reply Discussion Calendar
3 upvotes
4 Replies
noahmckeon
Top Contributor | Elite Partner
November 18, 2024
Hey there! The paid version is billed per organisation/portal. Best, Noah
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