Profile

krjoly
Participant
Member since ‎Jun 12, 2019
  • solutions
    0
  • Replies
    5
  • Upvotes Given
    1
  • Upvotes Received
    7
  • Ideas
    0

about

Please sign in to the Community or get HubSpot free to view user profiles

Following

    Friends list is empty

Katie Joly

This user hasn't created a bio yet. Edit your own profile here!

Activity

krjoly on January 18, 2021
Hello, We are looking to have Hubspot create Salesforce tasks for certain scenarios (e.g., an existing client contact has downloaded something from our website). We've added the "Create a Salesforce task" step in many of our Hubspot workflows, read more
1 upvote
4 Replies
Participant
February 24, 2021
Hi @Phil_Vallender It's possible. Honestly, I gave up trying to figure it out. But I could try adding some time delay steps in the workflows a...read more
krjoly on January 18, 2021
Hello, We are looking to have Hubspot create Salesforce tasks for certain scenarios (e.g., an existing client contact has downloaded something from our website). We've added the "Create a Salesforce task" step in many of our Hubspot workflows, read more
1 upvote
4 Replies
Participant
February 24, 2021
Hi @Phil_Vallender It's possible. Honestly, I gave up trying to figure it out. But I could try adding some time delay steps in the workflows a...read more
krjoly on January 18, 2021
Hello, We are looking to have Hubspot create Salesforce tasks for certain scenarios (e.g., an existing client contact has downloaded something from our website). We've added the "Create a Salesforce task" step in many of our Hubspot workflows, read more
1 upvote
4 Replies
Participant
February 24, 2021
Hi @Phil_Vallender It's possible. Honestly, I gave up trying to figure it out. But I could try adding some time delay steps in the workflows a...read more
Solved
krjoly on December 09, 2020
Currently, we only pass new MQLs from Hubspot to the Salesforce Lead object for our SDRs to follow-up with. However, I'm being asked to also pass new contacts from an existing client (e.g., a new contact from an existing client attends a webinar) to read more
0 upvote
3 Replies
Participant
December 11, 2020
Thanks @StefaniUAT I will see if we can make this work. It seems that the two "tools" (Selective Sync & the Inclusion List) need to be used tog...read more
Solved
krjoly on December 09, 2020
Hello, Our company is exploring syncing some marketing-based Hubspot activities (forms submitted, email viewed) to Salesforce as tasks for our Account Executive or Client Success Managers to follow-up with their clients on (AEs and CSMs work in read more
0 upvote
3 Replies
Participant
December 11, 2020
Thanks @StefaniUAT . I'll see what I can do and will look into the "Master property" that you mentioned - haven't heard/seen that anywhere before. ...read more
Solved
krjoly on December 09, 2020
Currently, we only pass new MQLs from Hubspot to the Salesforce Lead object for our SDRs to follow-up with. However, I'm being asked to also pass new contacts from an existing client (e.g., a new contact from an existing client attends a webinar) to read more
0 upvote
3 Replies
Participant
December 11, 2020
Thanks @StefaniUAT I will see if we can make this work. It seems that the two "tools" (Selective Sync & the Inclusion List) need to be used tog...read more
Bookmark content for quick access to your most helpful threads.
Everyone has to start somewhere! Why not kick-start your journey by telling us a bit more about your interests.

Following

Connecting with fellow members is one of the best ways to get the most out of your experience. Here are some folks to get you started:
Community Badges

My Groups

Find your people by joining Groups based on shared interests. Check out some of our current faves, and feel free to
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.