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MarkS_TLG
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Member since ‎Sep 11, 2023
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MarkS_TLG on September 11, 2024
Remove fields that cannot be synced from Sync UI
I have learned that some (all?) HubSpot provided (calculated) fields; Record ID , Email Domain , Company Domain Name for example cannot be synced but they show up as an available sync field in the Configure Sync UI. It would be helpful to not sh read more
Reply Idea Integrations
0 upvote
0 Reply
marstalb on January 16, 2017
Trigger a workflow when a property value has been changed
[This has been resolved] It would be wonderful to have the ability to trigger a workflow when a property value has changed. For example, we have leads submit answers on a form, and after a sales rep speaks to the lead, sometimes the rep find out t read more
Reply Idea Workflows
71 upvotes
33 Replies
MarkS_TLG
Participant
September 11, 2024
Can changes to HubSpot calculated values like Domain Name and Record ID trigger a workflow using the "Is Known" operator?
Solved
KMohamed15 on May 09, 2023
Record ID field Sync with Dynamcs 365 CRM
Hi, I'm trying to map the Record ID field with a field in CRM Dynamics 365 called "Contact Record". For some reason, I can't seem to find the Record ID field. It's not a custom field but rather an Out of the box field. Can someone explain to me read more
Reply Discussion Data Sync
0 upvote
5 Replies
MarkS_TLG
Participant
June 26, 2024
If the sync engine is "unreliable" using the naitive Record ID field will it be any more reliable syncing a copy of the field updated through a wor...read more
MarkS_TLG on March 04, 2024
Sync Process Dynamics 365 Specific Documentation
We are currently syncing data between Dynamics 365 and HubSpot. Dynamics 365 has 2 distinct entities for people; Leads and Contacts where HubSpot has just Contacts. On the Dynamics side of things we utilize the native functionality of working Le read more
Reply Discussion Contacts
0 upvote
0 Reply
MarkS_TLG on February 29, 2024
Filter on Contacts with Multiple emails
In our B2C business we get people that use multiple emails and would like to filter to find those Contacts with more than 1 email to follow up and determined preferred email address.
Reply Idea Contacts & Companies
0 upvote
0 Reply
CAnderson87 on April 25, 2023
Customize Search Results
This is a two-for-one idea. First, ideally searching would open a search window that could be recalled once clicking away by using the browser's back button. Second, the search results would be a customizable table or card view. As a read more
Reply Idea Account Settings Custom Objects Website & Landing Page Editor
64 upvotes
19 Replies
MarkS_TLG
Participant
December 30, 2023
Especially helpful when de-duping synch errors
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