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pinchvalve
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Member since ‎Jul 24, 2023
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David Schneider

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pinchvalve on April 02, 2025
Is there a way to change or create a template without code?
There are a few templates for landing pages that are close to what I want, but the global content in the header and footer is locked down, I can change text in existing modules, but I cannot add or remove modules to suite my needs. I could build a read more
Reply Discussion Templates
0 upvote
2 Replies
pinchvalve
Contributor
March 12, 2025
Reply to How to create duplicates in Salesforce?
It's an interesting option; thank you for sharing. In this instance, there is only one record in Hubspot; the existing record in Salesforce was not s...read more
pinchvalve
Contributor
March 11, 2025
Reply to How to create duplicates in Salesforce?
To clarify, I am not trying to create both a Lead and a Contact, I am trying to create a new lead that is essentially a duplicate, but with a differe...read more
Solved
pinchvalve on March 10, 2025
How to create duplicates in Salesforce?
Salesforce does not allow multiple emails for the same contact or lead; it requires new records for each email which are then related. Hubspot recognizes that a person is already in Salesforce from their Name and Company name and won't create a new read more
Reply Discussion
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5 Replies
pinchvalve
Contributor
March 07, 2025
Reply to Import to a Multi Check field.
Thank you both for the information, the leading semicolon solved the problem. What an odd quirk. To answer Karsten's question: ...read more
Solved
pinchvalve on March 05, 2025
Import to a Multi Check field.
I have exported data from my CRM which includes a multi checkbox field. The data shows as info1; info2; info3. I updated the field, but when I try to import it, I can only import records with a single value. This is because Hubspot requires that you read more
Reply Discussion Professional
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