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LouiseHare
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Member since ‎Feb 7, 2024
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Louise Hare

Freelance HubSpot Expert with a love for designing solutions to overcome complex scenarios and issues

Activity

CCurtis0 on April 12, 2024
Hi there, I'm looking to create a workflow, but the contact owner will send out a non-automatic email personalised with a quote form then from that I'm going to start sending out my emails once that has been sent out which will be within a day read more
Top Contributor | Partner
April 12, 2024
Hi @CCurtis0 , You can, what criteria would you want to stop sending the emails? Thanks, Louise Hare she/her ...read more
Solved
PSingh842 on April 12, 2024
I have disabled some of the options showing in the lead status however, those options are still showing up https://prnt.sc/sxJiqaLmuVpL these are the fields that I disabled however, when I go to contacts, these are still appearing http read more
0 upvote
7 Replies
Top Contributor | Partner
April 12, 2024
Hi @PSingh842 , Is there any reason that you wouldn't just delete these values? Thanks, Louise Hare she/her ...read more
underham on April 11, 2024
I'm building out an Onboarding Pipeine for my Customer Success team to manage onboarding/implementation of new customers. A new deal (basically a copy of a deal that just Closed-Won) will be added to the Onboarding pipeline once sales deal is closed read more
Top Contributor | Partner
April 12, 2024
Hi @underham , I think you should be able to do this by using conditional stage properties in your pipeline. You could create a workflo...read more
CCurtis0 on April 12, 2024
Hi there, I'm looking to create a workflow, but the contact owner will send out a non-automatic email personalised with a quote form then from that I'm going to start sending out my emails once that has been sent out which will be within a day read more
Top Contributor | Partner
April 12, 2024
Hi @CCurtis0 , You can, what criteria would you want to stop sending the emails? Thanks, Louise Hare she/her ...read more
RT_1 on April 09, 2024
Hi, We have contacts that's assosiated company is marked secondary company but these contacts doesn't have first associated company Is there any automation that I can change secondary company to primary company if there is no primary company? Thank read more
0 upvote
2 Replies
Top Contributor | Partner
April 09, 2024
Hi @RT_1 , You can only bulk update association labels bia the API. See more here . Hope this helps, Louise Ha...read more
JTaylor048 on April 04, 2024
Good day all, We are moving our Business Development function away from our existing CRM (Sugar), introducing ourselves to the Deals Module in Hubspot. However, we currently manage our calls and meetings in Sugar, and do not have the level of co read more
0 upvote
2 Replies
Top Contributor | Partner
April 04, 2024
Hi @JTaylor048 , When you say " do not have the level of coverage required to cleanly sync Meetings and Calls from Sugar to Hubspot" what exac...read more
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