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jlyman
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Member since ‎May 10, 2019
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Janine Lyman

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jlyman
Participant
March 06, 2020
Reply to Automatically associate contact/company records with Deals
Do what you do best HubSpot... automate that $h!t 🙂
jlyman
Participant
February 24, 2020
Reply to Hubspot Calendar
Hi Deirdre, I just had an idea... if you named a campaign for each team member, then you could filter out all the tasks under that campaign.
jlyman
Participant
November 11, 2019
Reply to Creating contacts and/or companies in workflows
I need this too!! I have a few workflows that copy a contact property over to a company property, but I've just discovered that if there is no comp...read more
jlyman
Participant
October 29, 2019
Reply to Need to bulk associate Activities with a Deal
We also have the auto deal creation through workflows or uploads and therefore associations are lost as those deals are created. This truly **bleep*...read more
jlyman
Participant
June 03, 2019
Reply to Include Conversion Rates in the Deal Stage Report Like In The Funnel Report...
I've voted everywhere I can see for this topic. It seems like a lost opportunity to omit conversion rates for deals hitting " any" stage.
jlyman
Participant
May 10, 2019
Reply to How can I automate enrolling a contact into a sequence? Zapier, Automate.io
I have a similar request, with the idea of keeping the 1:1 connection, but just automating tasks. Instead of manually enrolling a lead in a sequence...read more
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