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Mobile Application

Pesquise soluções em Mobile Application ou faça uma pergunta

Solucionado

CReed4 on Fevereiro 07, 2024

Playbooks in the Mobile App

We are looking to use playbooks, mostly the ability to have a checklist, in the mobile application but it doesn't seem that is possible. Anyone else running into this issue? Any work around for providing a strandard checklist to follow and assoc Leia mais

Responder Companies Contacts CRM Mobile App Playbooks

1 avaliações positivas

1 Respostas

Accepted Solution

LouiseHare

Top colaborador(a) | Parceiro

Fevereiro 07, 2024 14:57

Hi @CReed4 , Unfortunatley Playbooks are not available in the mobile app. I had a similar issue with a client recently and the workaround that w...Leia mais

Solucionado

ojobson on Janeiro 22, 2024

QR Code scanner - standard for Q code creation

How should I create a QR code to be scanned by the HubSpot Mobile App that will import vCard data into the CRM? Is there a standard for doing this? Is there a HubSpot support article for how to structure the data? I've only used QR codes for Leia mais

Responder CRM Mobile App Sales

0 avaliações positivas

3 Respostas

Accepted Solution

HFisher7

Orientador(a) | Parceiro Elite

Janeiro 22, 2024 09:07

Sorry, so the QR code scanner is live - the abilty to import vcards is not, I don't think! There are a few third-party apps out there that can turn ...Leia mais

DouglasInDallas on Fevereiro 24, 2022

Muted Conversation still Tracked and Counting Towards Limit

I'm using a free Hubspot Sales account with the Chrome extension in Windows 10 Home and the mobile application on Android 11. I muted an email thread so I would not receive notifications any further and I am not receiving the notifications on Ch Leia mais

Responder CRM Mobile App Notifications Sales

0 avaliações positivas

4 Respostas

DouglasInDallas

Membro

Março 21, 2022 17:59

4 weeks now since requesting support. My March quota ended before the end of the first week due to this issue. Looking for other CRM's now because o...Leia mais

Solucionado

RAdams6 on Fevereiro 09, 2021

iOS App Questions

I'm new to Hubspot and the iOS app and I am struggling with a few things... Sometimes I can't be at my computer but I have to attend to customers via Hubspot. 1. How do I pickup live chats via the app? 2. How do I make tickets via the ap Leia mais

Responder CRM

5 avaliações positivas

5 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Fevereiro 10, 2021 00:56

Hi @RAdams6 , The iOS app offers only a selection of HubSpot features, as you can see here: https://knowledge.hubspot.com/mobile/hubspot-mobi...Leia mais

Solucionado

lydia2 on Janeiro 18, 2021

Where is the "get help" or "report an issue" button on iOS mobile app (iphone 6s)?

Hi, Several namecards which I had been scanning using the iOS mobile app were not appearing on my contact list, and I was redirected to report the issue on the mobile app itself. On this help guide, there's a "get help" button under settin Leia mais

Responder CRM Free Mobile App

0 avaliações positivas

4 Respostas

Accepted Solution

karstenkoehler

Membro do Hall da Fama | Parceiro

Janeiro 19, 2021 01:07

Hello @lydia2 , It seems like the only type of help available through the app is via ticket / email – see my screenshots below: ...Leia mais

Turner on Novembro 19, 2020

Sharing Contact

I see this has been asked a year ago and thought maybe there has been an update. Is it possible to share a contact's information (like a vcard) from the mobile CRM app?

Responder CRM Mobile App

1 avaliações positivas

2 Respostas

Turner

Participante

Novembro 20, 2020 09:47

Thanks @PamCotton . I will check it out.

devsurti on Junho 10, 2020

Unable to open an associated contact from Deals on mobile app

Hi there, On the Hubspot mobile app, till a week back, I was able to click on an associated contact under the Deals section and go to the contact directly. But now I am not able do that. Has this feature changed? How do I go to the contact direc Leia mais

Responder Android CRM Sales

0 avaliações positivas

2 Respostas

devsurti

Membro

Junho 11, 2020 01:10

Hi Pam, Thanks for your reply. Deleted the app and reinstalled it. Unfortunately, the issue persists. I am using Android 10 currently. Kind...Leia mais

cerlpbr on Maio 14, 2020

Tasks on mobile app dont sync with desktop even on refresh

If I create a task on mobile app then it fetches from desktop/server. Sometimes and sometimes they disappear again. Very frustrating. Mobile app tasks is not useable. 3 of our team members have the same problem.

Responder Android CRM

0 avaliações positivas

7 Respostas

MOp

Participante

Janeiro 29, 2022 19:52

Hi @natsumimori ! I'm new using Hubspot, and I'm in love, unfortunately there is some info that is not displayed in Mobile, for example the issue t...Leia mais

seanddavies1 on Abril 21, 2020

Activities show on desktop but missing on mobile/tablet app

I have the Office 365 extension installed for Outlook on Mac and my sent/received emails are logged in HubSpot. On desktop, I can see all the email activity as expected in the activities report (as shown below). Activities showing as expe Leia mais

Responder CRM

0 avaliações positivas

1 Respostas

natsumimori

Gerente da Comunidade

Abril 29, 2020 04:04

Hi @seanddavies1 , Aplogies for the delay in responding to your inquiry. I wanted to share some knowledge base articles: - HubSpot mobil...Leia mais

ElenaB on Abril 01, 2020

Registro de llamadas automático en la app movil

Hola, Al hacer una llamada desde el teléfono móvil desde un contacto de Hubspot, al finalizar la llamada no sale el registro de llamada automático. A otros usuarios de mi empresa a veces les sale y otras veces no, y cuando les sale, no se les mues Leia mais

Responder Android CRM Sales

2 avaliações positivas

1 Respostas

sharonlicari

Gerente da Comunidade

Abril 03, 2020 05:06

Hola @ElenaB ¡Bienvenida a la Comunidad! Para poder registrar una llamada dentro de tu portal de Hubspot utilizando la aplicación del ...Leia mais

Solucionado

ab on Dezembro 01, 2016

Email tracking on smartphone - HubSpot Sales Tool

Hello @nicolebrenner , @BrettLanguirand Does HubSpot Sales Tool when you connect it in your email also work (email tracking) on smartphones? When you receive or send an email from you smartphone is that email automatically logged in the HubSp Leia mais

Responder CRM Email Tracking Gmail

8 avaliações positivas

26 Respostas

Accepted Solution

MayPascaud

Alunos da HubSpot

Dezembro 06, 2016 12:24

Hi @ab , yes, as long as the forwarded/BCC'ed emails follow the general guidelines for logging and forwarding , you should have no issues with ma...Leia mais

Solucionado

mbartko on Novembro 17, 2016

Viewing attached images in Hubspot iOS app

Hello! I'm looking for the best way to view an attached image of a business card in the Hubspot iOS app. In order to baseline the question lets assume that I have already streamlined the process of taking the business card from paper to digital im Leia mais

Responder CRM Documents Settings

2 avaliações positivas

28 Respostas

Accepted Solution

vishnu

Equipe de Produto da HubSpot

Novembro 29, 2016 05:22

@mbartko , it is on the way! We are playing around with a few prototypes which will make this feature native to the app and you wouldn't need zaps t...Leia mais

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