Damien

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Damien Elsing

HubSpot tiered Partner helping B2B companies excel using inbound marketing.

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katelesniak on August 02, 2022

HubSpot Payments: An Overview for Nonprofits

HubSpot recently launched HubSpot payments , a native solution that allows HubSpot customers in North America to accept digital payments from their buyers. Since the announcement, our team has seen significant curiosity and excitement from o Beitrag ansehen

Antworten Diskussion Donor Management

4 Likes

2 Antworten

Damien

Mitwirkender/Mitwirkende | Elite Partner

Dezember 02, 2024

It looks like your top recommendation, FundraiseUp, is only compatible with Marketing Hub Enterprise subscriptions, making it unusable by the majorit...Beitrag ansehen

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Damien on November 18, 2024

Tracking original traffic source with Airtable

We have a client who is heavily invested in Airtable and using Airtable forms to collect leads/registrations etc. We have integrated Airtable with HubSpot and the form data is all syncing fine, but we are missing out on "Original Traffic Sour Beitrag ansehen

Antworten Diskussion Integrations

0 Likes

1 Antwort

Paul320 on Oktober 23, 2020

Copy/move attachments from the Contact record to the Deal record

Problem : We have customers who submit forms documenting the problem they want us to solve. The form allows them to attach image files. After the form is submitted, a workflow creates a Deal. The sales team would like the image files to be availa Beitrag ansehen

Antworten Idee Deals Workflows

68 Likes

16 Antworten

Damien

Mitwirkender/Mitwirkende | Elite Partner

Oktober 30, 2024

This would be good as our client currently has no simple way to take file uploads on a form and add them to a Deal, other than doing it manually.

Damien on Oktober 08, 2024

Clone cards within views in Record Customization

When customising a record view such as contact, company or deal, there is no way to edit the default "About this [record]" card because it's a system card. There is also no way to clone this card and make edits. So it's quite time consuming t Beitrag ansehen

Antworten Idee Properties

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0 Antwort

KJLUNDE on Dezember 07, 2020

Associated Company and Company Name

Why is the "Company Name" field in a Contact just a text box that doesn't link to the actual Company in Hubspot? The "Associated Company" field will link to the actual Company in Hubspot but the "Company Name" field won't. Why isn't "Associated Co Beitrag ansehen

Antworten Idee Contacts & Companies

59 Likes

24 Antworten

Damien

Mitwirkender/Mitwirkende | Elite Partner

Oktober 08, 2024

Late 2024 and this is still an incredibly confusing part of managing HubSpot contacts and companies. There is a built in open ended contact property ...Beitrag ansehen

SBoehme on April 24, 2023

Creating deals from playbooks

It would be great to have the functionality to create deals from playbooks. Meaning, a sales rep fills out a playbook collecting deal properties (so Sales Hub Enterprise level needed) although no deal currently exists and after filling out the playb Beitrag ansehen

Antworten Idee Playbooks

10 Likes

8 Antworten

Damien

Mitwirkender/Mitwirkende | Elite Partner

September 19, 2024

It's a little unclear how this works @DMcDaniel . For example, we have a Playbook for a client that receives a lot of inbound calls. The person rece...Beitrag ansehen

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