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JTaylor048
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Member since ‎Apr 4, 2024
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JTaylor048 on November 11, 2024
Sync Continuity on an Integration (Sugar)
Hey Hubspotters. Myself and my team are looking to improve our understanding of the logic behind our Sync. Firstly, when 'Record A' is merged into 'Record B' on Hubspot, does 'Record B' keep the same record ID post-merge, as well as its original read more
Reply Discussion CRM Integrations Knowledge Base Settings
0 upvote
4 Replies
JTaylor048
Participant
November 12, 2024
Hey @danmoyle & @BérangèreL , thanks for such prompt and thoughtful responses. @BérangèreL the documentation you sent across has been glee...read more
Solved
JTaylor048 on November 11, 2024
Sync Continuity on an Integration (Sugar)
Hey Hubspotters. Myself and my team are looking to improve our understanding of the logic behind our Sync. Firstly, when 'Record A' is merged into 'Record B' on Hubspot, does 'Record B' keep the same record ID post-merge, as well as its original read more
Reply Discussion CRM Integrations Knowledge Base Settings
0 upvote
4 Replies
JTaylor048
Participant
November 12, 2024
Hey @danmoyle & @BérangèreL , thanks for such prompt and thoughtful responses. @BérangèreL the documentation you sent across has been glee...read more
Solved
JTaylor048 on April 04, 2024
Managing and Populating Meetings Module
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
Reply Discussion CRM
0 upvote
2 Replies
JTaylor048
Participant
April 04, 2024
Hi Louise, thats exactly it. We do not currently have Meeting Syncs available, and I am awaiting a response from our Customer Success Manager. In t...read more
Solved
JTaylor048 on April 04, 2024
Managing and Populating Meetings Module
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
Reply Discussion CRM
0 upvote
2 Replies
JTaylor048
Participant
April 04, 2024
Hi Louise, thats exactly it. We do not currently have Meeting Syncs available, and I am awaiting a response from our Customer Success Manager. In t...read more
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