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Phyllis_Stewart
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Member since ‎Jul 9, 2018
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Phyllis Stewart

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Phyllis_Stewart on February 22, 2022
Assigning Owners with workflows & Enabling Hubspot to set Lead owner as Account Owner
Hi There! Our Hubspot Pro instance is integrated with Salesforce. We use a HubSpot round robin workflow to assign new leads to SDRs in HubSpot: It checks to see if the lead is: New (owned by Marketing / Default Salesforce owner), and if yes, it read more
Reply Discussion Professional
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PStewart6 on May 17, 2021
Reporting on Growth in Newsletter Subscribers
We have aggressive growth goals for our newsletter. The newsletter will feature smart content for about 5 different types of prospects...thus there will be 5 target lists that will be combined into one master Newsletter list. I understand that I can read more
Reply Discussion Enterprise
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Phyllis_Stewart
Member
May 18, 2021
Thank you so much for your suggestion! I like it! We will have one smart content newsletter.... and the general content is sent unless the prospects...read more
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Phyllis_Stewart on July 13, 2020
Changing primary email addresses for Employee Contacts in HubSpot
Hello! Our company uses HubSpot for emailing both leads and employees. We use a customized Salesforce Contact object to manage the recruitment of new employees. Prospective new employees typically apply for a job on our website...and a new record i read more
Reply Discussion Salesforce
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Phyllis_Stewart on September 13, 2018
Can Hubspot assign new contacts to existing accounts in Salesforce?
When contacts meet certain criteria in Hubspot, we sync them over to Salesforce via an inclusion list. Right now...we have to manually associate new contacts being synced over from Hubspot with existing accounts in Salesforce. Many of our new read more
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Phyllis_Stewart
Member
September 13, 2018
Thank you so much for your detailed response. Our set-up is unique...and thus we actually do create a contact in Salesforce (not a lead) when a new ...read more
Solved
Phyllis_Stewart on September 13, 2018
Can Hubspot assign new contacts to existing accounts in Salesforce?
When contacts meet certain criteria in Hubspot, we sync them over to Salesforce via an inclusion list. Right now...we have to manually associate new contacts being synced over from Hubspot with existing accounts in Salesforce. Many of our new read more
Reply Discussion
0 upvote
5 Replies
Phyllis_Stewart
Member
September 13, 2018
Thank you so much for your detailed response. Our set-up is unique...and thus we actually do create a contact in Salesforce (not a lead) when a new ...read more
Solved
Phyllis_Stewart on July 09, 2018
If same email is in two workflows, can contacts receive duplicate emails?
Hubspot says " contacts will receive automated emails as many times as they are enrolled or reenrolled in a workflow including that email. " Does this mean that a contact that enters two different workflows (that both include the same email) will r read more
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