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PJMcD
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Member since ‎Jan 29, 2019
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PJ McDermott

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Activity

PJMcD on March 24, 2023
Is there a better way to bring over activites and notes besides exporting from Salesforce and importing to HS? We've already got a bi-directional sync going - but of course this doesn't include notes or activities or tasks. Manually associat read more
0 upvote
3 Replies
Participant
March 27, 2023
Hi Diana, Thank you for responding. Yeah, I know how to import - I was hoping someone would be able to recommend an integration that DOES sync Notes ...read more
PJMcD on March 24, 2023
Is there a better way to bring over activites and notes besides exporting from Salesforce and importing to HS? We've already got a bi-directional sync going - but of course this doesn't include notes or activities or tasks. Manually associat read more
0 upvote
3 Replies
Participant
March 27, 2023
Hi Diana, Thank you for responding. Yeah, I know how to import - I was hoping someone would be able to recommend an integration that DOES sync Notes ...read more
PJMcD on February 08, 2023
My client wants to switch from Freshsales to HubSpot. Would it work to sync with Freshsales Suite Integration and then turn the sync off? Or do I need to manually export from Freshsales and import into HubSpot?? Or is there a better sol read more
0 upvote
1 Reply
PJMcD on July 19, 2022
It would be so great if we could build lists and/or report on Twitter mentions.  
0 upvote
0 Reply
Siddall on June 22, 2017
We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is no read more
281 upvotes
170 Replies
Participant
January 05, 2021
Disappointing that the Forecasting feature was launched without addressing this. Makes the feature almost useless.
CCIlumia on June 12, 2018
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
867 upvotes
432 Replies
Participant
August 22, 2019
Can anyone from @bsn comment on the status of this? Customizing a quote template will make this tool sooooo much more effective.
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