Profile

SDavisCT
Participant
Member since ‎Oct 24, 2023
Message
  • solutions
    0
  • Replies
    3
  • Upvotes Given
    17
  • Upvotes Received
    3
  • Ideas
    2

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Sara Davis

This user hasn't created a bio yet. Edit your own profile here!

Activity

SDavisCT on May 28, 2024
Reporting on Payment Installments
There needs to be a way to report on payment installment due dates, otherwise it's a useless feature. If we cannot see, for example, that we have $25,000 in accounts receivable due on January 1, 2025, how are we supposed to forecast revenue? We are read more
Reply Idea Payments Products and Quotes Sales Reporting
0 upvote
0 Reply
DBola on May 01, 2023
Download PDF of Form in Form Format
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
Reply Idea Forms
17 upvotes
9 Replies
SDavisCT
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
Solved
SDavisCT on April 03, 2024
Form directs to scheduler
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
Reply Discussion Meetings Sales
0 upvote
3 Replies
SDavisCT
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
Form directs to scheduler
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
Reply Discussion Meetings Sales
0 upvote
3 Replies
SDavisCT
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
Calendly integration challenges
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
Reply Discussion Integrations Meetings
0 upvote
3 Replies
SDavisCT
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
Getting INVALID_OWNER_ID error when trying to create timeline event
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
Reply Discussion Contacts CRM Integrations
2 upvotes
13 Replies
SDavisCT
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
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.