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TRaymondRoto
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Member since ‎Mar 21, 2024
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Todd Raymond

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Activity

TNadolski on April 03, 2024
Currently, the only way you can associate a deal to a lead record is by using the default lead stage setting that automatically creates a deal upon lead stage = qualified. However, if you turn off that lead stage setting, and the user then crea read more
9 upvotes
2 Replies
Participant
September 13, 2024
Same here. We have two different teams. One that creates deals from the leads...and one that just places orders (that get loaded in after the fac...read more
j-z on April 17, 2024
I’ve got a bigger question for in regards to inbound call attribution tracking . I have been struggling with this for a longer while now, also tested different software options (callrail in the past) and so far wildjar has generated the “best” resu read more
16 upvotes
1 Reply
Participant
August 13, 2024
I've solved portions of this. What i've done is to use callrail (call attribution) as the front end, and calls forward to dialpad (voip provider). ...read more
KyleM on August 29, 2019
My understanding is you can connect an Office 365 shared mailbox to a personal Hubspot account with IMAP settings, however, this option doesn't seem to bve available for the team shared mailbox connection in Hubspot. This would be extremely usef read more
303 upvotes
110 Replies
Participant
May 08, 2024
So I talked with support multiple times as well as our CSM (paying customer). I didn't get the impression that this situation was going to change an...read more
Solved
PPuri8 on March 18, 2024
Hello, Under GDPR (and other data protection laws), we're required to delete customer data once the purpose for recording it has been fulfilled. I assume that all companies using Hubspot have this requirement to delete data after x years. We're read more
0 upvote
6 Replies
Participant
April 27, 2024
One additional comment. I even tried removing the association to the ticket from the contact record. Deleted the contact. THE TICKET WAS STILL...read more
Solved
PPuri8 on March 18, 2024
Hello, Under GDPR (and other data protection laws), we're required to delete customer data once the purpose for recording it has been fulfilled. I assume that all companies using Hubspot have this requirement to delete data after x years. We're read more
0 upvote
6 Replies
Participant
April 27, 2024
One additional comment. I even tried removing the association to the ticket from the contact record. Deleted the contact. THE TICKET WAS STILL...read more
ABeney on May 09, 2022
We are an events company and use HubSpot to manage the event registration and delivery. A lot of the time this involves asking specific questions, getting menu orders for dinners etc., however when we create a form, we have to create a new property read more
32 upvotes
8 Replies
Participant
April 02, 2024
+1 Same! I can't wrap my head around even a simple "Contact Us" Form. Which department do you need help from (Sales, Service, Etc) Service? Grea...read more
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