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Schenavp
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Member since ‎Mar 18, 2019
  • solutions
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  • Replies
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  • Upvotes Given
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Patrick Schenavsky

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Solved
Schenavp on March 20, 2019
Dear Community, I am migrating data from our existing CRM to Hubspot, whereby we currently have multiple Pipelines. Has anyone tried to import multiple Pipelines at once? I set-up the varies pipelines but was unsure Hubspot will match to one or read more
0 upvote
4 Replies
Participant
April 07, 2019
Multiple Pipelines worked using Deal Name, Deal Stage and Pipeline. Ps. Problem solved this way: We enabled automatic Company creation f...read more
Solved
Schenavp on March 18, 2019
Dear Community, I am trying to migrate the data from our existing CRM (Copper, formerly Prosperworks). The export from that CRM generated three excel files (People, Company & Opportunities). I am now trying to import these, but I am having read more
0 upvote
4 Replies
Participant
April 07, 2019
Problem solved. We enabled automatic Company creation from Contacts. Uploaded Contacts + Deals, using a unique identifier between the two objec...read more
Solved
Schenavp on March 18, 2019
Dear Community, I downloaded our existing data from Copper that generates three excel files - People, Company and Opportunity. I am trying to import these into HubSpot, but I am having to trouble to get the associations to work. What is th read more
0 upvote
3 Replies
Participant
April 07, 2019
Problem solved. We enabled automatic Company creation from Contacts. Uploaded Contacts + Deals, using a unique identifier between the two objec...read more
Solved
Schenavp on March 20, 2019
Dear Community, I am migrating data from our existing CRM to Hubspot, whereby we currently have multiple Pipelines. Has anyone tried to import multiple Pipelines at once? I set-up the varies pipelines but was unsure Hubspot will match to one or read more
0 upvote
4 Replies
Participant
April 07, 2019
Multiple Pipelines worked using Deal Name, Deal Stage and Pipeline. Ps. Problem solved this way: We enabled automatic Company creation f...read more
Solved
Schenavp on March 20, 2019
Dear Community, I am migrating data from our existing CRM to Hubspot, whereby we currently have multiple Pipelines. Has anyone tried to import multiple Pipelines at once? I set-up the varies pipelines but was unsure Hubspot will match to one or read more
0 upvote
4 Replies
Participant
April 07, 2019
Multiple Pipelines worked using Deal Name, Deal Stage and Pipeline. Ps. Problem solved this way: We enabled automatic Company creation f...read more
Solved
Schenavp on March 18, 2019
Dear Community, I am trying to migrate the data from our existing CRM (Copper, formerly Prosperworks). The export from that CRM generated three excel files (People, Company & Opportunities). I am now trying to import these, but I am having read more
0 upvote
4 Replies
Participant
April 07, 2019
Problem solved. We enabled automatic Company creation from Contacts. Uploaded Contacts + Deals, using a unique identifier between the two objec...read more
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