We primarily use the Outlook/Office 365 add ins for scheduling meetings. We want to be able to track meetings with contacts that have not yet been built in HubSpot. By default, I know that the Calendar Sync function will only attach meetings sent fr Lire la suite

Buonasera, è possibile registrare in modo automatico nella timeline del contatto delle riunioni convocate tramite Outlook? So che c'è la possibilità di connettere il calendario ma mi chiedevo se questa fosse l'unica opzione possibile. Grazie

I don't want to know how to adjust email reminders, as I've seen countless posts about that. This question is regarding my own calendar alerts/reminders, not the email reminder that the client receives. I prefer my personal calend Lire la suite

Right now, the extension seems to add a meeting to CRM with all the online meeting info. There are 2 downsides to this: It clutters the timeline with future meeting information (meetings that have not happened yet) It "logs" a meeting, but there Lire la suite

Hi all, we have a call center that sets up and schedules meetings for sales reps in the field. The call center have read/edit permissions on all the rep's calendars in O365, and use the Scheduling Assistant to find available times to make appointmen Lire la suite

Is there a way of creating a log of an incoming email or calendar event without bcc’ing the unique HubSpot reference email? I have the HubSpot Sales Tools plug in for Outlook 365 but can't seem to find an obvious way of doing this retrospectively. Lire la suite

The Calendar Integration w/ Outlook, where a candidate can book a phone call works well. The problem is there is nowhere for them to input their phone number so it takes several more steps to get that info from them. Is there a way to request th Lire la suite

Hi all. I am looking for a functionality, which would create for each task I have done in hubspot (e.g. follow up with customer) an item in my Outlook calendar. Ideally it should be a calendar item which doesn't block my time for meetinings Lire la suite