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Anyacady
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Member since ‎Feb 16, 2024
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Anya Cady

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Anyacady on November 14, 2025
HubSpot + ConnectWise -- integration partners with experience?
Hello all! We currently work with both HubSpot and ConnectWise as our two CRMs of record. When we initially onboarding with ConnectWise, we attempted to directly integrate the two with no success. I have been on the search for a 3rd party th read more
Reply Discussion Integrations Professional
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Anyacady on October 23, 2024
Creating a List of Companies with an associated Main Point of Contact
Hello all! I am currently trying to find a way to create a list of companies that do not have an associated Main Point of Contact so my reps can update their records. I have tried to create a new property that transfers over the data from read more
Reply Discussion Professional
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Anyacady
Participant
February 28, 2024
Reply to Creating a Table to ensure Protected Customers are Contacted Every 6 Months
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Anyacady
Participant
February 23, 2024
Reply to Creating a Table to ensure Protected Customers are Contacted Every 6 Months
Hey Louise! I just went through each of these steps and everything looked great -- until I looked at the "last returned contact date" on this ta...read more
Anyacady
Participant
February 20, 2024
Reply to Creating a Table to ensure Protected Customers are Contacted Every 6 Months
This is a great solution, however my boss wants a report more specific than that. Could you kindly provide me some detail on the workflows? L...read more
Anyacady
Participant
February 19, 2024
Reply to Creating a Table to ensure Protected Customers are Contacted Every 6 Months
Louise, That is exactly correct! Thank you for laying it out so concisely. Anya
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