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jmarovt
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Membre depuis ‎juil. 3, 2018
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Activité

jameswindrow le Février 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact Lire la suite
Répondre Idée Contacts Reporting Workflows
235 Mentions J'aime
77 Réponses
jmarovt
Participant
Novembre 13, 2018
@JasonMM @MFrankJohnson Property mapper currently doesn't support an option to filter out mapping based on some condition (eg. when the deal is...Lire la suite
CoachAaronCCR le Juillet 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Lire la suite
Répondre Idée Contacts & Companies Deals Properties
1360 Mentions J'aime
198 Réponses
jmarovt
Participant
Novembre 12, 2018
Hey @vmcgee - you can achieve this functionality with our add-on 👉 Wunderhub Property Mapper
Résolues
MFrankJohnson le Octobre 17, 2018
Property Mapper Integration
@jmarovt , We requested to join your early beta. Now I'm thinking Property Mapper may not work for our use case. Based on your description and everything we've read, we know Property Manager will sync a company property to an existing contact Lire la suite
Répondre Discussion
0 Mention J'aime
3 Réponses
jmarovt
Participant
Octobre 19, 2018
Thanks for the extensive testing of our Property Mapper Frank! Keep us posted if you stumble upon anything weird or if you have any suggestion on...Lire la suite
Résolues
MFrankJohnson le Octobre 17, 2018
Property Mapper Integration
@jmarovt , We requested to join your early beta. Now I'm thinking Property Mapper may not work for our use case. Based on your description and everything we've read, we know Property Manager will sync a company property to an existing contact Lire la suite
Répondre Discussion
0 Mention J'aime
3 Réponses
jmarovt
Participant
Octobre 19, 2018
Thanks for the extensive testing of our Property Mapper Frank! Keep us posted if you stumble upon anything weird or if you have any suggestion on...Lire la suite
jameswindrow le Février 02, 2017
Copy contact properties to Deal?
I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact Lire la suite
Répondre Idée Contacts Reporting Workflows
235 Mentions J'aime
77 Réponses
jmarovt
Participant
Novembre 13, 2018
@JasonMM @MFrankJohnson Property mapper currently doesn't support an option to filter out mapping based on some condition (eg. when the deal is...Lire la suite
CoachAaronCCR le Juillet 11, 2017
Sync property values between Contact, Company and Deal Records
Would love the ability from within at least the Sales side of things to automatically map/populate Deal Properties from a Contact's properties. We came over from Salesforce where this could be done in conversion, and this is definitely an area we mi Lire la suite
Répondre Idée Contacts & Companies Deals Properties
1360 Mentions J'aime
198 Réponses
jmarovt
Participant
Novembre 12, 2018
Hey @vmcgee - you can achieve this functionality with our add-on 👉 Wunderhub Property Mapper
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