mrspabs

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solutions
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Upvotes Given
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_Kevin on April 07, 2017

Allow Workflows and lists to read Salesforce campaign member status

Add a filter for Salesforce campaign member status within a Workflow or List.

Reply Idea Integrations

70 upvotes

37 Replies

mrspabs

Top Contributor | Platinum Partner

November 23, 2022

@brandy_asplundh Id like to try your suggestion of syncing to a custom object, but I would like more guidance, is there a specific blog or help doc...read more

Jameel on May 23, 2018

Bulk actions in Conversations Inbox

When using the Inbox feature, each item must be opened individually. Multiple selections and batch actions are not available (example for closing batch emails or assigning in bulk) The individual action only results is an extremely tedious an read more

Reply Idea Conversations

211 upvotes

95 Replies

mrspabs

Top Contributor | Platinum Partner

September 30, 2022

I need to be able to bulk move conversations from one inbox to another and I need to be able to reassign owners in bulk. Use case: a support re...read more

andrew_thomas on July 15, 2022

Campaign Filtering By Name

Currently I can only filter for contacts' on first or last touch converting campaign if I use the "internal name" for a campaign. This is not easy to use (I can't find this value on the campaign, so I have to go to a contact who converted and find t read more

Reply Idea Analytics Tools Campaign Dashboards & Reports Lists Marketing Reporting

2 upvotes

2 Replies

mrspabs

Top Contributor | Platinum Partner

September 26, 2022

I need to this too. I'd like to be able to use campaign names in my filters for workflows and lists. For instance, if campaign name contains "...read more

Champion on July 11, 2021

What's the right frequency for sending emails?

In order to build trust and further engage your audience, you need to send the right information at the right time. Keeping this in mind, what's your recommendation on a successful frequency for sending marketing emails? Please elaborate as to why read more

Reply Discussion

97 upvotes

376 Replies

mrspabs

Top Contributor | Platinum Partner

August 24, 2022

Once a week at most. But its also important to remember to email at least once every 6 months or get them out of your database. I learned the hard wa...read more

Solved

mrspabs on July 05, 2022

Filter for contacts where the property was cleared

Is there a way to find contacts where the property was once "known" but is now blank? I'd like to use the fact that a property was once filled in, but now blank, in a workflow.

Reply Discussion

0 upvote

1 Reply

mrspabs on July 05, 2022

How to sync a Hubspot field to a field that is on both contacts and leads in salesforce?

I have fields on our salesforce lead records that "roll up" to the contact record when they are converted. (They are lead source type fields). How do I sync on Hubspot field to the same field on the lead and contact object?

Reply Discussion Integrations Sales

0 upvote

2 Replies

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