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PJMcD
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PJ McDermott

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PJMcD en Enero 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 Leer más
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PJMcD
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Enero 11, 2024
Thanks for your response and call to action for additional insights, @BérangèreL ! Much appreciated. The issue is more complicated, though. ...Leer más
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PJMcD en Enero 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 Leer más
Responder Conversación Starter
0 Me gusta
3 Respuestas
PJMcD
Participante
Enero 11, 2024
Thanks for your response and call to action for additional insights, @BérangèreL ! Much appreciated. The issue is more complicated, though. ...Leer más
PJMcD en Marzo 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 Leer más
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PJMcD
Participante
Marzo 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 ...Leer más
PJMcD en Marzo 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 Leer más
Responder Conversación Integrations
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3 Respuestas
PJMcD
Participante
Marzo 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 ...Leer más
PJMcD en Febrero 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 Leer más
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PJMcD en Julio 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.  
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