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trevordjones
(He/him)
Autorität | Diamond Partner
Mitglied seit ‎Mai 22, 2017
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  • Antworten
    400
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  • Ideenforum
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Trevor Jones

I am currently a HubSpot Implementation Specialist 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.

Aktivität

MFurlong on März 01, 2024
Every time I press 'manage sharing' and assign a template to a team, it never shows up under that team. Is there a step that I'm missing?
0 Likes
1 Antwort
Autorität | Diamond Partner
März 01, 2024
Hi @MFurlong , Manage sharing doesn't necessarily change the owner of the Template. It only changes who can see it in the Sales interface, s...Beitrag ansehen
HSpotter2412 on März 01, 2024
I am wanting to create a workfrlow that automatically creates a warranty expriation date based on a products warranty property, plus the ship date property. For example, if product X has a 1 year warranty, and the ship date was on 3/1/2021, I w Beitrag ansehen
0 Likes
1 Antwort
Autorität | Diamond Partner
März 01, 2024
Hi @HSpotter2412 This currently isn't possible with HubSpot workflows, hower you could try this workaround using Zapier by @Arlene , or ...Beitrag ansehen
ALuciaMorales on Februar 29, 2024
I noticed that a contact, also known as a "lead", appeared in my Hubspot dashboard for January, but it did not reflect in my Google Ads interface. I am currently attempting to troubleshoot this issue. Upon checking, I realized that the pixel was ins Beitrag ansehen
Autorität | Diamond Partner
März 01, 2024
Hi @ALuciaMorales , You need to set up a HubSpot forms listener in Google Tag Manager so that Google sees a HubSpot form fill as a conversion...Beitrag ansehen
Gelöst
MScheinost on Februar 28, 2024
We have three company objects: p, c1 and c2. p is parent of c1 and c2. I now want to copy the value of a property from p to c1, but not to c2. My initial idea to solve this is, to create a boolean property which tells, if a child takes the value fro Beitrag ansehen
0 Likes
3 Antworten
Autorität | Diamond Partner
Februar 29, 2024
@MScheinost , Unfortunately, as you have already observed, it is currently not feasible to build workflows which copy from one company object...Beitrag ansehen
MKoduri on Februar 28, 2024
Hi Team, i'm using CRM Assocations API for parent and child company associations. Now, i have a record where one company has 120 child companies assocations. how can i do that in a single api. Any suggestions please. Below is the link api which has Beitrag ansehen
0 Likes
2 Antworten
Autorität | Diamond Partner
Februar 28, 2024
Hi @MKoduri , I don't have an answer for you per se, but I would recommend, if you have not already, cross posting this in the Developers Fo...Beitrag ansehen
Gelöst
Hawk-Steve on Februar 28, 2024
Hi all, hope all's well - I have a little puzzle for you to work out today 🙂 There are some CRM pipeline setups where the ticket record owner is changed multiple times between users, as the ticket is worked on by 1 team in 1 pipeline, and the Beitrag ansehen
1 Likes
2 Antworten
Autorität | Diamond Partner
Februar 28, 2024
Hi @Hawk-Steve , I'm curious if you could filter your report based upon whether or not there is an activity or note associated with the owner...Beitrag ansehen
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