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SDavisCT
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Member since ‎Oct 24, 2023
  • solutions
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  • Replies
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  • Upvotes Given
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  • Upvotes Received
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Sara Davis

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Activity

DBola on May 01, 2023
For auditing purposes, we would like to have a PDF version of our forms with the responses filled out. This would be available to download on Hub and would look exactly like the actual form, just with the answers provided by whoever is filling out t read more
17 upvotes
9 Replies
Participant
April 11, 2024
We really could use this as well - we're using a completely different program for onboarding new clients (which isn't a great customer experience as ...read more
SDavisCT on April 03, 2024
Hi all - Trying out some different things here and while I am overseeing our HS account and am the default IT support for our small company, there's a lot I don't know how to do 😄 If I have a basic HS form that creates a contact when it's fi read more
0 upvote
2 Replies
Participant
April 03, 2024
Thanks! Yes, sorry, I should have added that I recognize this is available at the Enterprise level, while we are on Professional which is why I'm thi...read more
SDavisCT on April 03, 2024
Hi all - Trying out some different things here and while I am overseeing our HS account and am the default IT support for our small company, there's a lot I don't know how to do 😄 If I have a basic HS form that creates a contact when it's fi read more
0 upvote
2 Replies
Participant
April 03, 2024
Thanks! Yes, sorry, I should have added that I recognize this is available at the Enterprise level, while we are on Professional which is why I'm thi...read more
Solved
SDavisCT on April 02, 2024
Hi everyone - We are using Calendly for scheduling our sales meetings, and having a couple of hiccups with getting the data we need over to HubSpot. Yes, we have tried HS meetings, but the options are not robust enough for what we need. Please do read more
Participant
April 03, 2024
@RSchweighart Thanks so much! I was able to get Zapier's "add engagement" to work. I really, really appreciate this direction - it's going to make ...read more
Solved
JF_dev on October 25, 2022
Hello, I'm trying to create a timeline event on a contact. The event has a custom token, `ownerId` with a mapping to a custom property on Contacts named `owner`. The custom property is a HubSpot user field type. So the idea is then when I c read more
Participant
April 03, 2024
I just wanted to say thanks, many months later - without this, I would not have connected that there were different ID numbers for contact owner vs d...read more
Solved
SDavisCT on April 02, 2024
Hi everyone - We are using Calendly for scheduling our sales meetings, and having a couple of hiccups with getting the data we need over to HubSpot. Yes, we have tried HS meetings, but the options are not robust enough for what we need. Please do read more
Participant
April 03, 2024
@RSchweighart Thanks so much! I was able to get Zapier's "add engagement" to work. I really, really appreciate this direction - it's going to make ...read more
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