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

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Activity

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
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 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
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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
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
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