MARTY5000

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solutions
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MARTY5000

Contributor

August 29, 2024

Reply to Copy an existing deal

Hapily is a great company, but for anyone else without the means for a paid solution or if IT is wary of app connections, you can do this very easily...read more

Solved

MARTY5000 on July 03, 2024

Target Accounts - Custom Object

I've been onboarding Hubspot with the company for less than a year and I need to help my segments track their target accounts. Hubspot's Target Accounts tool appears to be very limited. The Dashboard has few filters which makes running a segment read more

Reply Discussion Enterprise

2 upvotes

1 Reply

MARTY5000

Contributor

July 02, 2024

Reply to Sort Cards By Pre-Defined Properties

Yes, we need custom sort settings for association records, as well!!

MARTY5000

Contributor

June 24, 2024

Reply to Active Directory Integration for User Management

Thanks for the replies. I did end up making a support ticket and they confirmed the AD SSO integration cannot manage user creation.

MARTY5000

Contributor

June 14, 2024

Reply to Microsoft Sharepoint and Hubspot integration - Connection

Has anyone tried the zapier integration between Sharepoint and Hubspot? We're looking to pass information back and forth or at least from a Sharep...read more

Solved

MARTY5000 on June 13, 2024

Active Directory Integration for User Management

My company has SSO enabled for our Hubsopt users and I know that we use active directory. I'm not sure how SSO is set up but our IT leader mentioned that we could manage Hubspot user creation and access with Active Directory. The goal being that as read more

Reply Discussion Integrations

0 upvote

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