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PiereLaTruffe
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Member since ‎Jun 2, 2024
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  • solutions
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  • Replies
    3
  • Upvotes Given
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  • Upvotes Received
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  • Ideas
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Pierre TROUFFLARD

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PiereLaTruffe
Participant
January 21, 2025
Reply to Save View for Lead like any other object
Upvoting. I add some Custom Fields for better Lead Management, but I have to configure one by one each of my Sales view whereas having a "Standard Vi...read more
PiereLaTruffe
Participant
January 21, 2025
Reply to LEAD view for managers
In addition to the insigthful answer from Karsten, you can also do "Actions" > "View All Leads"
PiereLaTruffe
Participant
January 21, 2025
Reply to Allow Association of Leads with Custom Objects
Also stuck with this. I need "LEAD" to be associated to a Custom Object called "EVENT" to better manage Event follow-up and really leverage the new ...read more
PiereLaTruffe on January 21, 2025
New Goal Feature - Adding Leads as an Object to set Goals
Hi Hubspot Team, I'm currently setting goals as a VP Sales for the Sales Team in FY2025 and some of our Goals are related to converting Leads into Deals ("Qualified"), so we can mesure the work done on both Prospecting (Pipeline) & Closing read more
Reply Idea Deals
0 upvote
0 Reply
PiereLaTruffe on July 19, 2024
Using Linkedin URLs as the top criteria to match records between Hubspot and Sales Nav - CRM sync
Situation: 1- Recently (2 months ago) Hubspot issued the "CRM Sync" extension which is helping to navigate within Linkedin Sales Navigator and check insights from Huspot CRM, 2- All CRM sync users for Hubspot & Sales Nav have Sales Navigator L read more
Reply Idea Integrations
3 upvotes
2 Replies
PiereLaTruffe
Participant
July 19, 2024
Reply to HubSpot/LinkedIn Sales Navigator Integration - New employee alerts
Hi JShipton, You can use a filter in Sales Navigator Research leveraging "Contact in your CRM" = "Yes" Or "No", and "Changed Jobs". And then "Save s...read more
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