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EMcGrath
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Member since ‎Aug 3, 2023
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Emily McGrath

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EMcGrath on November 30, 2023
NetSuite Integration Without Ops Hub?
We currently use Marketing Hub Pro and Sales Enterprise. Our team would like to push deal data from Hubspot to NetSuite when a deal is closed as won to create a sales order. It looks like there is some basic NetSuite integration when you don't use O read more
Reply Discussion Deals Integrations Sales
0 upvote
1 Reply
EMcGrath on August 22, 2023
Tracking Assets/ Entitlements in Hubspot?
Our team is currently using Hubspot to track only new business opportunities. However, I am building out requirements for us to start to capture Renewal and Expansion opportunities in Hubspot as well. With that in mind, I think it makes sense to tra read more
Reply Discussion Reports Sales
1 upvote
9 Replies
EMcGrath
Contributor
November 29, 2023
Sure! It's not perfect by any means, but I created a custom object called "Product Subscriptions" and added the field attributes that you mentioned a...read more
EMcGrath on August 22, 2023
Tracking Assets/ Entitlements in Hubspot?
Our team is currently using Hubspot to track only new business opportunities. However, I am building out requirements for us to start to capture Renewal and Expansion opportunities in Hubspot as well. With that in mind, I think it makes sense to tra read more
Reply Discussion Reports Sales
1 upvote
9 Replies
EMcGrath
Contributor
November 29, 2023
Sure! It's not perfect by any means, but I created a custom object called "Product Subscriptions" and added the field attributes that you mentioned a...read more
Solved
EMcGrath on November 16, 2023
Contact Journey Reporting?
I'm being asked to create a "user flow" report. From what I understand, the goal would be to visualize the touchpoints (user sources) that a user goes through between lead and deal. Any thoughts on how to accomplish this? We are currently Marketin read more
Reply Discussion Marketing Reports
0 upvote
1 Reply
Solved
EMcGrath on November 07, 2023
Questions About Using Landing Pages and Lead Routing
Hello, We are considering using Landing pages to leverage meeting scheduling pages for our demo and pricing request forms. We have dynamic lists created so that if a contact is a member of an organization that a BDR is assigned to, the respecti read more
Reply Discussion Marketing
1 upvote
4 Replies
EMcGrath
Contributor
November 08, 2023
Thanks @danmoyle ! Any thoughts on how we could get them assigned to a BDR, then get them to that BDR's landing page? Our thoughts in doing this ar...read more
Solved
EMcGrath on November 07, 2023
"Conversational Names" for a Company?
Have others implemented "Conversational Name" field on Company records in Hubspot? For example, if a company's name is "Company Name GMBH" but they just go by "Company" in conversation, we want to track that in case we'd like to use it as a token in read more
Reply Discussion Marketing Marketing Email Sales
0 upvote
3 Replies
EMcGrath
Contributor
November 08, 2023
Thank you both!
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