Trumeter

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Activity

jameswindrow on February 02, 2017

Copy contact properties to Deal?

I've created a custom source field for Contacts and mirrored it in Deals. The reason for this is because the Hubspot default options were too limiting and could not be edited. Now I want to map the fields so when a new deal is created from a Contact read more

Reply Idea Contacts Reporting Workflows

233 upvotes

76 Replies

Trumeter

Contributor | Elite Partner

July 13, 2018

Anna, I have setup Zaps to do just this, and it works fairly straightforward if it is not overly complex. Zap has limitations on what you can do wit...read more

Solved

Matt_Sciannella on February 02, 2018

Replacing PDFs

When did HubSpot spot allowing users to replace PDFs with other versions? I can't do that now. I LOVED that feature, because then it meant all my CTAs would automatically take the new URL with the new file. Now it's so much more backchecking. C read more

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0 upvote

3 Replies

Trumeter

Contributor | Elite Partner

June 07, 2018

Does this also work with the Sales templates and docs, or only for marketing?

Solved

kgregorakis on March 28, 2018

Daily Prospect Report

Anyone, when receiving the Daily Prospect report, there is a button called PREVIEW that drills down, within this section, it displays About the Company and also displays a list of Related companies (8), with an associated button labeled ADD. When read more

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0 upvote

3 Replies

Trumeter

Contributor | Elite Partner

March 28, 2018

Thanks for the detail... I don't know of any automations within HubSpot to add contacts in this flow, but I do know of two entities that might add va...read more

Solved

kgregorakis on March 28, 2018

Daily Prospect Report

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0 upvote

3 Replies

Trumeter

Contributor | Elite Partner

March 28, 2018

Thanks for the detail... I don't know of any automations within HubSpot to add contacts in this flow, but I do know of two entities that might add va...read more

Solved

sskurdah on February 16, 2018

Connecting Deals and Google Sheets

Hi there - I have a question about connecting Google Sheets with HubSpot deals. I want to upate a Google sheet with the current Deal Stage of a deal as the deal moves through the pipeline. I know you can update sheets with HubSpot data thr read more

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0 upvote

13 Replies

Trumeter

Contributor | Elite Partner

February 20, 2018

Looks like you would need multiple Zaps but they would be easy, as you can copy Zaps on your Home Screen. Look at list of Zaps, and the down arrow o...read more

Solved

sskurdah on February 16, 2018

Connecting Deals and Google Sheets

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0 upvote

13 Replies

Trumeter

Contributor | Elite Partner

February 20, 2018

Looks like you would need multiple Zaps but they would be easy, as you can copy Zaps on your Home Screen. Look at list of Zaps, and the down arrow o...read more

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