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KMcKenna6
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Member since ‎Jun 28, 2023
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Katherine McKenna

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Participant
October 15, 2025
Any suggestions would be greatly appreciated or recommendation for a 3rd party solution
KMcKenna6 on October 09, 2025
Hello, we previously were able to display a unique logo/disclosures on a preference page based on a field/property assigned to the contact. Since the update to view type based on segments (which has also been a huge help), we are no longer able to u read more
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KMcKenna6 on May 28, 2025
Now for subscriptions you can have custom visibility rules based on how individuals fall into specific lists, however, you cannot customize the template for the preference page. This would be a huge help when trying to help different audiences
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Participant
November 07, 2024
Right now the account owner in salesforce synces to company or contact owner but nothing else pulls through. So there's only one contact owner but th...read more
Participant
January 26, 2024
We are a financial services company so right now the account owner syncs into hubspot from salesforce but ideally we'd like the portfolio managers, r...read more
Solved
KMcKenna6 on January 25, 2024
Right now we have salesforce and hubspot syncing to the account owner, is there an out of the box way to sync hubspot to the entire salesforce team?
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