trevordjones

Se debe instalar y activar JavaScript para utilizar estos foros. Parece que el navegador tiene JavaScript desactivado o que no lo admite. Consulte el archivo de ayuda del navegador para determinar cómo activar JavaScript.

(He/him)

Experto reconocido | Partner nivel Diamond

Miembro desde

Enviar mensaje

Soluciones
213
Respuestas
525
Me gusta otorgados
527
Me gusta recibidos
549
Ideas
5

Acerca de

Inicia sesión en la comunidad u obtén HubSpot gratis para ver los perfiles de los otros usuarios.

Amigos

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.

Actividad

CLim-ABB en Abril 19, 2024

Note body vs notes? why aren't my notes showing up

Hello, When I imported in a group of contacts, I imported notes along with them and those notes are visible during contact search (when it shows all of the contacts with my preferred filters) but unavailable when it comes to actually going into Leer más

Responder Conversación Free

0 Me gusta

1 Respuestas

trevordjones

Experto reconocido | Partner nivel Diamond

Abril 19, 2024

Hi @CLim-ABB , Check out this post for some tips on Importing your notes . It's possible the notes were not mapped correctly on Import.

Resuelta

Ixrodrigues en Abril 19, 2024

Quantidade limite de relatórios em painel

Oi, pessoal! Gostaria de saber qual é a limitação de relatórios dentro de um painel, levando em consideração a licença sales enterprise. É mais de 25 relatórios.

Responder Conversación Enterprise

1 Me gusta

2 Respuestas

trevordjones

Experto reconocido | Partner nivel Diamond

Abril 19, 2024

Hi, The number of reports available on a dashboard varies by subscription. In your case, an Enterpise portal has the ability to add 30 reports...Leer más

AMulligan2 en Abril 18, 2024

Integrating HubSpot with Lightspeed POS

Hey there, Wondering if anybody had some insight they could share on using HubSpots integration with Lightspeed POS? Looking into this at the moment and the only information I can find shows it to be quite limited, for example only sharing Co Leer más

Responder Conversación Integrations

0 Me gusta

4 Respuestas

trevordjones

Experto reconocido | Partner nivel Diamond

Abril 19, 2024

Hi @AMulligan2 and thanks for the tag @PamCotton , Agree with @HubSpot_Corey 's very thoughtful answer. I actually looked at your post y...Leer más

NT_ en Abril 18, 2024

Use the history of a property for reporting/workflow/etc

Hey community, I haven't been able to find a solution here, but hopefully somebody knows a nice trick that doesn't involve exporting the property history or an API workaround. Our problem is that two different persons can fill out individual p Leer más

Responder Conversación Professional

0 Me gusta

1 Respuestas

trevordjones

Experto reconocido | Partner nivel Diamond

Abril 18, 2024

Hi @NT_ , Unfortunately, at this time it is still not possible to populate a field with the HubSpot user who made a change to another field w...Leer más

Resuelta

OBetzalel en Abril 18, 2024

Workflow - Send email to External email from custom object

Hi, I want to create a workflow to send an email to external email address from a workflow of a custom object, it seems that it is not possible atm. Any of you know about a free app to do so? or how this can be achieved? Thanks! 😀

Responder Conversación Professional

0 Me gusta

7 Respuestas

trevordjones

Experto reconocido | Partner nivel Diamond

Abril 18, 2024

Hi @OBetzalel Yes, you can just type the fixed email address into the notificaiton email when you configure that step of the Zap. Reme...Leer más

Resuelta

OBetzalel en Abril 18, 2024

Workflow - Send email to External email from custom object

Responder Conversación Professional

0 Me gusta