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trevordjones
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner
Member since ‎May 22, 2017
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Trevor Jones

I am currently CRM Solutions Architect at Digitopia. Before that, I was a HubSpot Customer for 12 years beginning in 2010 and have attended every Inbound from 2010 to 2020 (as well as a one HUGS (HubSpot Users Group Summit.) I have deep experience and tehcnical knowledge with MarketingHub, SalesHub, ServiceHub and CMSHub and also with integrating an using HubSpot with WordPress and Salesforce, and am a Salesforce Certified Administrator.

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trevordjones
Recognized Expert | Platinum Partner
May 08, 2025
Reply to Last activity date not working on custom objects
Hi Again @CClark3 and all - Catching up on this thread, and I see where @karstenkoehler is going with this. Bear with me while I think ou...read more
trevordjones
Recognized Expert | Platinum Partner
May 08, 2025
Reply to Last activity date not working on custom objects
Hi @CClark3 - I would create a sync property on the custom object that gets its data from the associated deal object. Here is the know...read more
trevordjones
Recognized Expert | Platinum Partner
May 08, 2025
Reply to Surfacing Transactional Emails on Private Customer Portal
Hi Again @JMistretta - The property would need to sit on the contact record since it needs to be populated by a workflow, which is currently ...read more
trevordjones
Recognized Expert | Platinum Partner
May 08, 2025
Reply to Issue Installing HubSpot Sales Add-In for Office 365
Hi @SwapnilMS - I suggest trying the steps outlined in this knowledge base article. Hope this helps
trevordjones
Recognized Expert | Platinum Partner
May 08, 2025
Reply to Last activity Date on Custom Objects
Hi @TM-OML - Sorry I missed your reply here. The associations would need to be direct. In other words to see Contact interactions on a Company ti...read more
trevordjones
Recognized Expert | Platinum Partner
May 08, 2025
Reply to Workflow to create multiple records from associated companies of parent object
@LAttendu - Great! This should serve the purpose really well. Glad I could help!
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