Perfil

LouiseHare
(She/her)
Top colaborador(a) | Parceiro
Membro desde ‎fev 7, 2024
  • Soluções
    112
  • Respostas
    207
  • Avaliações positivas dadas
    80
  • Avaliações positivas recebidas
    105
  • Ideias
    3

Sobre

Crie seu perfil na Comunidade ou cadastre-se gratuitamente na HubSpot para ver os perfis dos usuários

Louise Hare

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

Atividade

Lulib on Novembro 08, 2024
How do I solve this when the match needs to be on the company name only, and not using email domain? In my case, I have this unique situation where all my contacts are technically franchisees of the same corporate owner, but they must be managed Leia mais
0 avaliações positivas
2 Respostas
Top colaborador(a) | Parceiro
Novembro 11, 2024
Hi @Lulib , As @PamCotton said, you can do this using a workflow. Create a Contact based worklfow that triggers if the Company name o...Leia mais
Solucionado
HMeiklejohn on Novembro 05, 2024
I'm creating some Association Labels for Company>Company relationships and want to use these to create inbox views. For instance, have a 'Vendor' inbox view for conversations where the contact is part of a company that has a Company>Compa Leia mais
0 avaliações positivas
6 Respostas
Top colaborador(a) | Parceiro
Novembro 11, 2024
Hey @HMeiklejohn , Thanks for clarifying! As I previously mentioned I don't believe you need a record for your company in HubSpot. Instead you...Leia mais
Solucionado
Keegan4123 on Novembro 07, 2024
Have an interesting workflow problem I am working on. I have an external form that creates a deal Associ8 work flow then associates that deal to a contact then Associ8 work flow then associates that deal to a custom object I need to a Leia mais
0 avaliações positivas
2 Respostas
Top colaborador(a) | Parceiro
Novembro 07, 2024
Hey @Keegan4123 , As far as I can remember Associ8 uses matching properties on each object to associate them, is that correct? If that is the...Leia mais
Solucionado
HMeiklejohn on Novembro 05, 2024
I'm creating some Association Labels for Company>Company relationships and want to use these to create inbox views. For instance, have a 'Vendor' inbox view for conversations where the contact is part of a company that has a Company>Compa Leia mais
0 avaliações positivas
6 Respostas
Top colaborador(a) | Parceiro
Novembro 11, 2024
Hey @HMeiklejohn , Thanks for clarifying! As I previously mentioned I don't believe you need a record for your company in HubSpot. Instead you...Leia mais
LouiseHare on Outubro 08, 2024
It would be really useful to be able to create associations and update association labels in Lead based workflows. Leads can be manually associated to other record types so I don't see why these associations can't be automated like they can be for o Leia mais
2 avaliações positivas
0 Respostas
Solucionado
AJ_Kakrot on Agosto 29, 2024
Hello, I need a help for my use case. I know in HubSpot email is a primary key and unique identifier however in our use case the leads we acquire their mobile number is unique identlfier. Is there a way to make phone number as unique key identif Leia mais
1 avaliações positivas
8 Respostas
Top colaborador(a) | Parceiro
Agosto 29, 2024
Hi @AJ_Kakrot , You could do this by creating a custom phone number property and adding the rule that the value must be unique. J...Leia mais
Marque conteúdo para acesso rápido às suas conversas mais úteis.
Todos têm que começar em algum lugar! Por que não começar sua jornada nos contando um pouco sobre os seus interesses?

Seguindo

Emblemas da Comunidade

Meus grupos

Hubs de grupo para LouiseHare