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EAGMark
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Member since ‎Feb 28, 2019
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EAGMark
Contributor
February 01, 2023
Reply to Generate A New Lead For Second Form Submission In Dynamics
Thanks for the response Phil. We actually moved from Salesforce to Dynamics recently and had a nice work around for Salesforce that unfortunately doe...read more
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EAGMark on January 30, 2023
Generate A New Lead For Second Form Submission In Dynamics
We have set up the Microsoft Dynamics integration which works quite well. However, in Microsoft, Leads never really go away. They get qualified to opportunities, but the lead still exists. The problem we are having is that if a client submits a se read more
Reply Discussion Data Sync
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EAGMark on November 14, 2022
Resyncing error records with Dynamics Contact To Lead Sync?
Is there an option to resync records that don't sync due to an error? The error shows here, I fixed the error on the Dynamics side and the leads are coming through again, but the error leads are not coming over. With Salesforce, I could cr read more
Reply Discussion
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EAGMark
Contributor
May 09, 2022
Reply to Add an 'OR' option to Filters in Views Reports
I'm not sure if this is their suggested work around, but I usually build a list using the OR filter and then apply the report to that list.
EAGMark
Contributor
January 08, 2021
Reply to Custom user profile properties
The pain is real. We want to send an email with the owners region. Without custom user fields and tokens, we can't send it this way. We would also li...read more
EAGMark
Contributor
September 08, 2020
Reply to Set up workflow criteria with an as yet unsent email
Piling on to this, just to add that I was surprised to see that I couldn't use a scheduled email in a workflow. Hopefully Hubspot can resolve this. I...read more
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