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SKeohan
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Member since ‎Jul 10, 2024
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SKeohan on February 09, 2026
Terms of business
I want to send out a terms of business to customers to Esign when a deal is created in hubspot however they should only have to sign this once not every time a new deal is created. What is the best way to set up this automation please and store the read more
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SKeohan
Participant
January 22, 2026
Reply to How can I track direct mail activity on company records in HubSpot?
Thank you so much, are we able to do this in bulk and can we report on this?
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SKeohan on January 22, 2026
How can I track direct mail activity on company records in HubSpot?
We have sales enterprise, operations professional however we only have marketing basic on our HubSpot. We are working with a local mailing company to send out direct mail letters and we are exporting data from hubspot, to give them the address read more
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SKeohan
Participant
January 08, 2026
Reply to Call logging with multiple associations
Hello, Thank you, great instructions! I have amended this however it does not seem to work, I have made a couple new calls to test it and i...read more
SKeohan on January 07, 2026
Call logging with multiple associations
We use AirCall as an integration in hubspot, when there is a call and the contact is associated to multiple companies, it only logs the call on the 'primary' associated company whereas we need them to log on all associated companies. I believe you c read more
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SKeohan on July 22, 2025
Forms saying 'amp'
Hello, I am creating some hubspot forms and every time I have an & it add's 'amp;' to the word which comes through on submissions, how do I change this? I have tried deleting the spaces but this does not make a difference?
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