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Trumeter
Contributor | Elite Partner
Contributor | Elite Partner
Member since ‎May 10, 2017
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  • solutions
    10
  • Replies
    31
  • Upvotes Given
    8
  • Upvotes Received
    27
  • Ideas
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Darren 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
fabiohub
Member
October 14, 2020
here too!
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
Reply Discussion
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
Reply Discussion
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
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
Reply Discussion
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
Reply Discussion
0 upvote
13 Replies
parsylAL
Participant
January 21, 2021
Just discovering this thread and being a bit lazy about reading through, but wondering whether property info from deals can be exported dynamically t...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
Reply Discussion
0 upvote
13 Replies
parsylAL
Participant
January 21, 2021
Just discovering this thread and being a bit lazy about reading through, but wondering whether property info from deals can be exported dynamically t...read more
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