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FOliver2
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Member since ‎Oct 9, 2024
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Finn Oliver

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FOliver2
Member
October 21, 2024
Reply to How to move data out of Super SLA and into Hubspot?
Export it as a CSV and use HubSpot’s import tool to map the fields
FOliver2
Member
October 15, 2024
Reply to how to create a hubspot list from sequence error contacts by the step where they dropped off?
use sequence enrollment status and email events filters. adjust filters if needed.
FOliver2
Member
October 15, 2024
Reply to Workflow with options for TRUE, FALSE, and "None Met" with second two being identical.
Using multiple if/then branches can clarify workflows. A custom property for true/false outcomes, along with a "None Met" branch, can help.
FOliver2
Member
October 13, 2024
Reply to Scheduled Meeting Reminders
Use hubspot workflows to send meeting reminders or integrate calendly.
FOliver2
Member
October 11, 2024
Reply to Can you view the edit history of a sales pipeline?
Hubspot doesn't offer a full edit history for sales pipelines. Deal property changes can be viewed under property history. for broader tracking, cust...read more
FOliver2
Member
October 11, 2024
Reply to Outlook365 extension only working on primary of multiple accounts
@trevordjones wrote: Hi @WAumayr , The Sales Extension has to be installed seperately for each account that requires access to sales tool...read more
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