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PJMcD
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Member since ‎Jan 29, 2019
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PJMcD on May 02, 2024
Does HubSpot have a "Stay-In-Touch" frequency function
Looking to create a "Stay-in-touch frequency" functionality that works like this from Nimble CRM - https://youtu.be/9TguEXmfgIU?si=2MAygZj3jLQJXRv1 Any suggestions? I know there are a bunch of existing properties that I can use to build a cal read more
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PJMcD on January 10, 2024
Working with an investment group and need to track individual investor stages within each deal.
Looking for a solution for this in Deals: Working with an investment group and need to track individual investor stages within each deal. aka, I need to know where each contact is, on each deal they are associated with. Because each investor will b read more
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PJMcD
Participant
January 11, 2024
Thanks for your response and call to action for additional insights, @BérangèreL ! Much appreciated. The issue is more complicated, though. ...read more
Solved
PJMcD on January 10, 2024
Working with an investment group and need to track individual investor stages within each deal.
Looking for a solution for this in Deals: Working with an investment group and need to track individual investor stages within each deal. aka, I need to know where each contact is, on each deal they are associated with. Because each investor will b read more
Reply Discussion Starter
0 upvote
3 Replies
PJMcD
Participant
January 11, 2024
Thanks for your response and call to action for additional insights, @BérangèreL ! Much appreciated. The issue is more complicated, though. ...read more
PJMcD on March 24, 2023
Salesforce to HubSpot integration doesn't bring over activities or notes
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
Reply Discussion Integrations
1 upvote
3 Replies
PJMcD
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
Salesforce to HubSpot integration doesn't bring over activities or notes
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
Reply Discussion Integrations
1 upvote
3 Replies
PJMcD
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
Freshsales to HubSpot Migration
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
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0 upvote
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