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Sales Hub Tools

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Solved

ABusch2 on June 23, 2023

Looking for Best e-signature integration to use with Hubspot

We need to send a document out to prospects that requires a signed receipt to be sent back. Can anyone recommend one that has been the best for you?

Reply Integrations

0 upvote

1 Reply

Accepted Solution

JWingate2

Top Contributor | Elite Partner

June 25, 2023 20:55

Hi @ABusch2 , HubSpot released a blog in August last year to answer this exact question. Their number one integration was DocuSign, but they...read more

PShort on May 10, 2023

Redirect in meeting

Hi I have a question regarding creating a http link or button in a Hubspot meeting. Specifically I would like to a small button that allows Hubspot to launch our tool, which is a web based screen sharing tool, and pass information about the meeting read more

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0 upvote

2 Replies

danmoyle

Most Valuable Member | Elite Partner

May 15, 2023 08:35

Thank you for the tag @MiaSrebrnjak - unfortunately @PShort I don't know that i can help. My brain goes to this answer: HubSpot meetings i...read more

arieldj on February 17, 2023

Check if two deals have the same property

Hi! I'm trying to create a Workflow that perform certain actions (trigger email, move a deal, create a task) to my team when there is a Deal with the same property as another Deal in that pipeline. I can only sell 1 service per day so that propert read more

Reply best practices Deals Integrations Workflows

0 upvote

2 Replies

arieldj

Member

February 21, 2023 14:30

Thanks for the reply! However, I don't think this is what I'm looking for, because I'd like to caputre my customer's requests (for tracking purposes)...read more

RSMMSupport on October 22, 2021

Error message using Gmail and HubSpot Sales extension

We are getting the following error message in Gmail. We have switched to the Scheduled Release cycle as suggested, but this has not solved the issue. Logging out and then back in and uninstalling and reinstalling the extension have not solve read more

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0 upvote

1 Reply

RSMMSupport

Member

October 22, 2021 15:43

I ended up contacting HubSpot support with this issue. They said they're working on a fix.

AYares on October 13, 2021

Round Robin assigning zoom

Has anyone been successful in setting up round robin meetings and able to have a separate zoom account assigned to the person who is assigned?

Reply Integrations Meetings

2 upvotes

2 Replies

AYares

Participant

October 19, 2021 01:19

This doesn't go over connecting multiple zoom accounts.

Solved

Kerith on March 29, 2021

Meeting Updates Sending Updates for Past Meetings

Hi there! I was not sure if I should post this here or in Integrations so just going with here. 🙂 Our Sales team recently updated their meeting types and we are in the process of updating all of our meeings from the past two years to reflect the read more

Reply Connected Email Integrations Meetings Notifications Professional Sales

0 upvote

3 Replies

Accepted Solution

jennysowyrda

Community Manager

March 30, 2021 12:51

Hi @Kerith , In order to avoid the emails from being sent out, you will need to disconnect the calendar sync. Once your calendar is disconn...read more

CBoylan on March 29, 2021

HubSpot Nextiva Integration

We are trying to see if anyone has a solution for connecting Nextiva phones to HubSpot. I understand there isn't an out-of-the-box integration, but we are trying to automatically track calls with contact records in HubSpot.

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3 upvotes

2 Replies

TanyaH

Participant

May 27, 2022 14:39

Did you ever find a solution to integrating Nextiva and HubSpot?

Anandhan on January 20, 2021

Meeting Form order change

Hi There, Hi There, We have integrated a scheduler (meeting) form with the help of this article https://knowledge.hubspot.com/meetings-tool/create-a-meetings-link#customize-your-form-questions . Based on the embed code we have implemented this in read more

Reply Forms Integrations Meetings

1 upvote

1 Reply

natsumimori

Community Manager

January 22, 2021 00:04

Hi @Anandhan , Thanks for reaching out to the HubSpot Community. I wanted to tag in some Community contributors here: @tjoyce and @Boots...read more

Solved

kareldries on June 02, 2017

HubSpot Messages - Unknown user

Hi, We use HubSpot Messages on an external website. Whenever a user logs in, the required cookie is not loaded initially, so the user is not recognised and is shown as unknown and is therefore not redirected to the correct HubSpot Owner . Afte read more

Reply Contacts Integrations Messages

1 upvote

3 Replies

Accepted Solution

MayPascaud

HubSpot Alumni

June 05, 2017 09:36

Hi @kareldries , so if I understand correctly, you would like to have API support for the Messages tool, which would allow you to pass on a Messages...read more

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