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GaryTesta
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Member since ‎Feb 10, 2019
  • solutions
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  • Replies
    24
  • Upvotes Given
    39
  • Upvotes Received
    84
  • Ideas
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GaryTesta on November 14, 2020
I'm trying to create an automation for our Shopify Integration that will automatically assign the Deal Owner based on the Deals associated Contact Owner. the workflow: Enroll if a Shopify uploaded Deal See if the Deal has an existing Owner read more
Contributor
November 17, 2020
Thanks Karsten, I'm not clear why Hubspot has such a limitation in terms of copying? They are all just properties, its very restrictive to have to c...read more
Solved
GaryTesta on November 14, 2020
I'm trying to create an automation for our Shopify Integration that will automatically assign the Deal Owner based on the Deals associated Contact Owner. the workflow: Enroll if a Shopify uploaded Deal See if the Deal has an existing Owner read more
Contributor
November 17, 2020
Thanks Karsten, I'm not clear why Hubspot has such a limitation in terms of copying? They are all just properties, its very restrictive to have to c...read more
Solved
GaryTesta on September 03, 2020
We are using SyncQ to import all of our QuickBooks Online estimates as Deals into HubSpot. So far its work incredibly well (It also imports all of our QBO invoices into the companies we send them to so they show up on their activity timeline!) . read more
1 upvote
8 Replies
Contributor
November 14, 2020
Thanks Neal the ability to paste in external lists is great! But its a shame we can't just link these lists to external source like google sheets. ...read more
margo_northcutt on March 08, 2018
Our Sales team would like to be able to filter Deals by Products related to the Deal. Today we use (probably too many) Deal Stages/Pipelines to distinguish which product someone is interested in purchasing. This way of tracking products seem read more
212 upvotes
67 Replies
Member
May 10, 2022
This feature would be very useful for customers!!
Solved
GaryTesta on October 15, 2020
We have an extensive library of downloadable PDF documents. Things like datasheets, technical briefs, system models, etc. Today we ask for name, email address and an area of interest as well as if the are ok with us pushing out our news letters an read more
Participant
March 04, 2022
What an amazing workaround GaryTesta. At 200 pieces of gated content, I think most people would have just made a business case to buy a CMS like Ube...read more
amoa on February 10, 2020
Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document read more
Member
July 12, 2022
Need this
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