Profile

PJMcD
Participant
Member since ‎Jan 29, 2019
Message
  • solutions
    0
  • Replies
    1
  • Upvotes Given
    6
  • Upvotes Received
    1
  • Ideas
    1

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

PJ McDermott

This user hasn't created a bio yet. Edit your own profile here!

Activity

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
0 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
0 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
Reply Discussion
0 upvote
1 Reply
PJMcD on July 19, 2022
Build Contact List/Reports based on Twitter mentions
It would be so great if we could build lists and/or report on Twitter mentions.  
Reply Idea Analytics Tools
0 upvote
0 Reply
Siddall on June 22, 2017
Define our Fiscal Year / Quarters
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
Reply Idea Lists Sales Reporting
281 upvotes
170 Replies
PJMcD
Participant
January 05, 2021
Disappointing that the Forecasting feature was launched without addressing this. Makes the feature almost useless.
CCIlumia on June 12, 2018
Customize Quote template/appearance
Hi! Could be awesome if we can configurate the proposal / quote template. Thanks
Reply Idea Products & Quotes
867 upvotes
432 Replies
PJMcD
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.
View latest posts
Bookmark content for quick access to your most helpful threads.
Get started
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.
Introduce yourself

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started.
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.