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DCrinnion
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Membre depuis ‎oct. 26, 2023
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DCrinnion
Contributeur
Septembre 05, 2024
Reply to Creating a New Company Based on Region and Domain
Hey Dan! Thank you so much for this! This is a very good idea and I will definitely look in to it. In terms of the child companies I could set t...Lire la suite
Résolues
DCrinnion le Août 29, 2024
Create a Company based on Region/Email Domain
Currently have it turned on in our Hubspot where a Company will be created based on the Contacts domain name. However of course there are companies out there that may use the same email domain but are in a different region and may be a different acc Lire la suite
Répondre Discussion CRM Workaround
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DCrinnion le Août 29, 2024
Creating a New Company Based on Region and Domain
Hi All, Currently have it turned on in our Hubspot where a Company will be created based on the Contacts domain name. However of course there are companies out there that may use the same email domain but are in a different region and may be a d Lire la suite
Répondre Discussion CRM Sales Workflows
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5 Réponses
DCrinnion
Contributeur
Août 07, 2024
Reply to Pushing Leads Back to Saleforce
Hey Trevor! Thanks for this. Just to Confirm we have the mapping where if a contact/lead is deleted in Salesforce delete it in Hubspot. So Shall I d...Lire la suite
Résolues
DCrinnion le Août 06, 2024
Pushing Leads Back to Saleforce
Hi All, We have had a niche issue where a bunch of our leads got converted to Contacts accidentally in Salesforce. Unfortunately you can't un-convert these Contacts back to leads and we have to delete them in Salesforce. If I were to delete thes Lire la suite
Répondre Discussion CRM Integrations Sales
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DCrinnion le Juin 21, 2024
Creating Custom Cards to SF or SL
Hi All, Apologies I am a Hubspot Admin paving his way in to Developing in Hubspot, and I was wondering if anyone could help me with creating CRM cards. Ive looked in fetching data from softwares such as Salesforce or Salesloft and it seems that Lire la suite
Répondre Discussion Contacts Developer tools Webhooks
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