Profile

trevordjones
(He/him)
Key Advisor | Diamond Partner
Member since ‎May 22, 2017
  • solutions
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  • Replies
    462
  • Upvotes Given
    450
  • Upvotes Received
    484
  • Ideas
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Trevor Jones

I am currently a HubSpot 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.

Activity

PAmend1987 on March 18, 2024
Hello there, I'm new to Hubspot, but I'm really enjoying its functionality. I need some best practices for setting up our Deals. We have a SaaS platform for Industrial Properties that we bill quarterly and annually. Customers may sign up in Marc read more
Key Advisor | Diamond Partner
March 19, 2024
Hi @PAmend1987 , In most cases I would view the second contract a year later as a new deal for $2,000, and invoice that $2,000 directly. Bec...read more
SDohrn on March 19, 2024
Hi all, We have Sales Hub Enterprise and use some Custom Objects. In my Sales Email Templates, I wish to customize Personalization Tokens with data from these Custom Objects. However, no Custom Objects as Personalization Tokens data source a read more
Key Advisor | Diamond Partner
March 19, 2024
Hi @SDohrn , As you note , this functionality isn't currently available. You might take a look at this post from 2022. As @Jnix284 ...read more
TaylorLioy on March 18, 2024
I added a child menu item into my main nav menu and it's not displaying. I did this via: settings>website>nagivation menus
0 upvote
2 Replies
Key Advisor | Diamond Partner
March 19, 2024
Hi @TaylorLioy and thanks for the tag @PamCotton , Here are some troubleshooting steps for you: Start by clearing your browser cac...read more
SThomason on March 18, 2024
Hi! I hope this is not a duplicate post - I've searched the community and didn't see anything regarding the issue I'm facing. I have created a new field mapping within the Salesforce integration of HubSpot and selected the "sync now" option instead read more
0 upvote
3 Replies
Key Advisor | Diamond Partner
March 19, 2024
Hi @SThomason and Thanks for the tag @BérangèreL , @HFisher7 's quesitons are a great place to start. Also, from what I have seen...read more
Solved
MWolf6 on March 12, 2024
Hello - I am looking for help on creating/finding a system or feature that can help with an internal survey of a CRM Company. Currently, we have consultants providing services to companies that are recorded in our CRM. We would like consult read more
0 upvote
3 Replies
Key Advisor | Diamond Partner
March 18, 2024
Hi @MWolf6 , Unfortunately there really isn't a good way to avoid entering an email address on a HubSpot Form. I would submit the form using...read more
Solved
mwilliams on April 09, 2018
Hello, We had a new form submission come through and instead of creating a new contact in Hubspot, it added the email address (and all information gathered in the form submission) to an unrelated contact. Is it possible the existing contact forw read more
9 upvotes
21 Replies
Key Advisor | Diamond Partner
March 15, 2024
Hi @RMarks15 , Sure thing, you can PM me here if you like or tjones [at] digitopia [dot] agency.
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