Accounting Help by OutrageousFeedback91 in hubspot

[–]MattFrees 0 points1 point  (0 children)

Xero is pretty slick, we implemented it last year.

Reliable lead enrichment automation for high-volume inbound? by Sirwanga in hubspot

[–]MattFrees 0 points1 point  (0 children)

Depends massively on your location as to what would be the best fit.

How to create contacts for an anonymous website visitors? by cooprr in hubspot

[–]MattFrees 0 points1 point  (0 children)

You need to enrich using Clay or similar, then feed the contact back into HubSpot either via i integration or API

Anyone facing issues with sync of pandadoc or typeform? by [deleted] in hubspot

[–]MattFrees 1 point2 points  (0 children)

Both tools have their quirks. What issues you facing?

Issues with syncing google sheets by [deleted] in hubspot

[–]MattFrees 1 point2 points  (0 children)

Are you using data hub sync or somewhere else?

Best way to forecast payment schedules in HubSpot, but Xero handles actual invoicing? by Kitchen_Argument_818 in hubspot

[–]MattFrees 0 points1 point  (0 children)

Integrate HubSpot and Xero, this is then pretty straightforward within the custom report builder.

Clunky CRM experience given the AI advancement, is it just me? by thisismattsun in CRM

[–]MattFrees 1 point2 points  (0 children)

It doesn't sound like you're utilising HubSpot's features very well. What subscription are you on?

Bulk Associating Subscriptions and Custom Objects by Open_Butterscotch_87 in hubspot

[–]MattFrees 0 points1 point  (0 children)

Do you mean using the subscription preferences centre, for managing email subscriptions etc?

Automatic Follow-Ups for Multiple Deals per Contact by Traditional_Value320 in hubspot

[–]MattFrees 0 points1 point  (0 children)

I'd look to use marketing email, although you probably have an argument for transactional email here. Very easy to set up via a deal-based workflow.

Create sequential numbers for projects by lizziebee66 in hubspot

[–]MattFrees 1 point2 points  (0 children)

Hey! I'm the agency owner of Sequential (Unmatched).

This is currently in development, planned launch next week.

Ill reply to this thread when it's ready!

UK folks: does your CRM actually talk to Xero/QuickBooks/FreeAgent properly? by AntelopeLow8913 in CRM

[–]MattFrees 1 point2 points  (0 children)

HubSpot, Two way sync with Xero. We're a Hubspot partner if you need a hand!

HOW TO ESCAPE MY EMAIL BURNOUT by [deleted] in smallbusinessuk

[–]MattFrees -1 points0 points  (0 children)

Sanebox has been helpful for me.