What are the step by step directions to make this possible.
I have tried just using fields and formulas and understand I need Process Builder. Please advise.
Thank you!!!
Carl
14 Antworten
Carl - you have to lcik the 'new report' button and it will appear under leads. No it will not have hubspot fields on it yet, but you can create those as custom fields and then update them via process builder so you can have everything on the one 'Lead with Converted Lead Information' Report.
Choose object & evalutation criteria:
Define your criteria, I added converted = false as an example.
Select the related lead
Map the hubspot intel fields to the fields you created on the lead record:
I think this answers all the questions and gets you where you need to be sir. If you need more help or have any questions, feel free to send me a note via chatter.
