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PJMcD
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Member since ‎Jan 29, 2019
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PJMcD
Participant
December 03, 2024
Reply to Working with an investment group and need to track individual investor stages within each deal.
I was considering creating custom Association labels (between Contacts and Deals) that would represent each investor stage - which I think could have...read more
Solved
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
Participant
January 11, 2024
Reply to Working with an investment group and need to track individual investor stages within each deal.
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
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PJMcD
Participant
March 27, 2023
Reply to Salesforce to HubSpot integration doesn't bring over activities or notes
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
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