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Daily Note - 2026-07-28

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Daily Note - 2026-07-28

📅 Today’s Schedule (Auto-Ingested)

No events scheduled for today.

🤝 HubSpot Activities

📧 New Emails

  • [4:15 PM] EMAIL Email: Re: Ali & Kevin - CLG Sync on Hubspot <-> Portal Workflows

    Yep! Cal is up to date, book any time that works.

    https://kevindockman.com/meetings/waycup/meeting

    On Tue, Jul 28, 2026, 15:41 Ali Jafarian wrote:

    Hi Kevin,

    Do you have space to meet tomorrow (WED 7.29) for 30 min…

  • [3:41 PM] INCOMING_EMAIL Email: Ali & Kevin - CLG Sync on Hubspot <-> Portal Workflows

    Hi Kevin,

    Do you have space to meet tomorrow (WED 7.29) for 30 minutes? I’d like to realign on the Hubspot Portal workflows that need to be prioritized and tested.

    If not, my next earliest meeting date would be next WED (Aug 8.5).

    Che…

  • [10:27 AM] INCOMING_EMAIL Email: Re: WF9 (Lead Assignment & SLA Kickback) — Build Complete, Need Your Input

    Hi Kevin,

    Grant has now been removed from the FranDev Sales team.

    Quick one before I start building out the working hours piece. I want to flag some complexity so you’re aware of what’s involved.

    HubSpot’s individual user working hours (Set…

  • [8:56 AM] EMAIL Email: Re: WF9 (Lead Assignment & SLA Kickback) — Build Complete, Need Your Input

    Working hours are to be set up individually by each rep in their own HubSpot user settings, then used within the workflow. Main differentiation being timezone. As long as the workflows use the native users settings for working hours, that’s all I …

đź“… New Meetings

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