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Roger en Junio 08, 2024
It would be great to be able to create a MS Word document f.e. as a quote or contract or else directly from a deal. It should be possible to use any connected object, such as company, contacts, tickets, custom object and even all standard and custom Leer más
0 Me gusta
3 Respuestas
Solución Aceptada
Colaborador | Partner nivel Diamond
Julio 26, 2024 11:29
Hi all We finally created a smart app named ChiliDocs, which is available in the HubSpot marketplace as of now. With ChiliDocs you create Word docu...Leer más
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KLivingstone en Febrero 08, 2024
I have recently started a new job and have inherited Hubspot, which I have never used before. Our website has a download button that links to our company brochure and is all set up in Hubspot. I have recently updated the brochure to our latest Leer más
1 Me gusta
2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Febrero 08, 2024 06:32
Hi @KLivingstone , Where exactly is the existing old brochure PDF published? If you can find it in the file manager, you can upload an updated...Leer más
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KLacey2 en Enero 12, 2024
Hi, I'm really enjoying hubspot and would like to make better use of the documents tool. I plan to upload a 16 page pdf so I can better track customers behaviours as they view the document. T he document is 16mb and uploads really qu Leer más
0 Me gusta
4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 12, 2024 09:16
Hi @KLacey2 , Try and get it below 5MB, even better if you can get it below 3MB. Compression tools can work magic and you should be able to re...Leer más
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MTeshuva en Septiembre 14, 2023
Really unhappy with the DocuSign x Hubspot integration. You cannot connect accounts properly, there are constant errors, other users cannot see contracts that have been signed. When I contacted hubspot I was told they couldn't get hold of DocuSign s Leer más
0 Me gusta
11 Respuestas
Solución Aceptada
Colaborador
Septiembre 19, 2023 23:58
Hi @MTeshuva , I would love to help out with this, if you're willing to try a different solution? We have an App on the HubSpot Marketplace ...Leer más
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MLerne en Septiembre 13, 2023
I'm using Dropbox sign. How do I find the object and properties that show up in my Activity feed from Dropbox Sign so I can use them in a workflow. For example. Dropbox Sign Document was Viewed. Dropbox Sign All Signers Completed... as a Trigger Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Colaborador
Septiembre 20, 2023 00:20
Hi @MLerne , I have taken a look at the Dropbox integration and it doesn't look like you can write any properties back to custom properties on the ...Leer más
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SeanPBurton en May 09, 2023
We currently use DocuSign and are exploring how the integration with Hubspot works. So far the integration seemse problematic. Ideally I want to be able to create a workflow that triggers on a deal status change and automatically filles and sends a Leer más
0 Me gusta
9 Respuestas
Solución Aceptada
Colaborador
May 10, 2023 18:02
Hey @SeanPBurton , We use DocuSign to send contracts within a workflow, which picks up the contact details and then triggers new workflows when...Leer más
Resuelta
upgiant en Febrero 23, 2017
I'm looking to attach a Google Doc via the attachments http://prntscr.com/ecohlm It's not a Word file, PDF, txt or anything like that - it's a Google Doc How do I go about associating a contact record with a Google Doc? I don't want to use Leer más
1 Me gusta
2 Respuestas
Solución Aceptada
No aplicable
Febrero 24, 2017 06:18
Hey @upgiant according to HubSpot's Knowledge Base o n October 15th, 2015 the HubSpot CRM - Google Drive integration was sunsetted. However ...Leer más
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upgiant en Febrero 22, 2017
I have authenticated with the correct account. I click on the documents tab and I see very little. None of the documents I have on my Google Docs.
1 Me gusta
3 Respuestas
Solución Aceptada
HubSpot Employee
Febrero 23, 2017 15:55
Hi @upgiant , welcome to the community. Connecting your inbox to HubSpot Sales won't import all of your documents, this is a seperate feature. You'l...Leer más
Resuelta
andrewinfinity en Enero 10, 2017
We use the intergration between Hubspot and PandaDOC. We generally open up the panda doc through the deal in Hubspot. If we have gone straight to Panda Doc instead of accessing Panda Doc thru Hubspot can you go back and allowcate that document to th Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
HubSpot Employee
Enero 11, 2017 10:18
Hi @andrewinfinity , Welcome to the Hubspot Community and thank you for your question! I did some research on the PandaDoc integ...Leer más
Resuelta
Ben-Thompson en Noviembre 14, 2016
Hi all. need some help. Can DocuSign be integrated with Hubspot? If so, how?
6 Me gusta
16 Respuestas
Solución Aceptada
Equipo de producto de HubSpot
Noviembre 23, 2020 09:23
A DocuSign + HubSpot integration is now live in our marketplace. https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/docusign-2243...Leer más
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