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Solved
tsvitak on November 09, 2022
We're exploring using the Conversation Intelligence solution but are curious where the data of transcription itself is stored. When we use the HubSpot GUI to export the call data, we can see the calls are stored externally with Twilio (when using th read more
0 upvote
1 Reply
Accepted Solution
Top Contributor | Partner
November 09, 2022 08:18
@tsvitak Yes, you are correct about the storage. The HubSpot call recording is stored on Twilio's servers. "All call recordings are stored o...read more
Solved
JSchmitz on October 17, 2022
Hello: Is anyone out there familiar with the Strategic Selling sales methodology created by Miller Heiman. Strategic Selling (and the Blue Sheet) bring structure to the sales process and I would love to implement within HubSpot. I'm also read more
0 upvote
2 Replies
Accepted Solution
Top Contributor
October 19, 2022 04:04
Hi @JSchmitz , Totally understand where you are coming from, in 2017 I worked for another software company where I headed up their account m...read more
Solved
karstenkoehler on July 11, 2022
Hi everyone, With the Salesforce integration installed, company records cannot merged in HubSpot ( Menu > Companies > Actions > Manage duplicates ). " Merging companies isn't available while the Salesforce integration is i read more
Accepted Solution
Community Manager
July 12, 2022 07:39
Hi @karstenkoehler , I can help with this query! That's correct, it's currently not possible to merge companies in HubSpot if the Salesforc...read more
peterluba on June 23, 2022
Is there a way to get the public zoom recording link from within HubSpot? After a demo with someone, we'll typically send them their recording link in a follow-up email. Is this possible to do?
0 upvote
1 Reply
Community Manager
June 24, 2022 14:14
Hi @peterluba , Thanks for reaching out! I'm not sure if this is possible. I will check with the team and update this thread once I have an ...read more
emillyelcap on June 08, 2022
Our team have developed an enterprise sales portal tool (in the Hubspot integrations marketplace here ) We would be so grateful if you could try it and let us know what you think. Thanks so much! Emily https://portalis.io/
0 upvote
1 Reply
Community Manager
June 09, 2022 16:46
Thank you for sharing your integration with us, @emillyelcap ! Could you share some use cases for your app with the Community? Thanks! ...read more
Solved
THyson on May 23, 2022
I have the integration set up.. I'm looking to set up a campaign in SalesForce and create a list using that campaign in HubSpot. From what I've researched.. your campaign in SalesForce needs to be marked as "Active" but I'm not sure where to locat read more
0 upvote
3 Replies
Accepted Solution
Key Advisor
May 31, 2022 01:18
Hi @THyson You can change the status of the Salesforce campaign in Salesforce, Go to the campaign details section, and set the campaign to active. ...read more
Solved
VMohite on April 27, 2022
Hi All, HubSpot workflow task "Set Salesforce Campaign" is not able to locate the Salesforce Campaign that I've created. Has anyone faced something similar? If so, please share your experience how you were able to add the SFDC Campaign I read more
0 upvote
3 Replies
Accepted Solution
Community Manager
April 28, 2022 14:37
Hi @VMohite , Thanks for reaching out to the Community! Campaigns are only visible in HubSpot if they're marked as Active in Salesforc...read more
JKrantz on April 25, 2022
Hello all, I am looking for a way when i have a deals move to "won", a share point form is filled out. all properties pushed from hubspot data.
0 upvote
3 Replies
Contributor
April 27, 2022 04:34
Automatically submit a Sharepoint form with deal information. thanks! jim
Solved
FMaher on April 06, 2022
Does anyone have any recommendations for an add on that can generate a Gantt Chart? We don't need an entire project management application - just the ability to map dates in a custom object to a gantt chart - which we can then provide to our custome read more
0 upvote
1 Reply
Accepted Solution
Community Manager
April 07, 2022 12:01
Hello @FMaher , happy Thursday! At this time, HubSpot does not have a feature that replicates a Gantt chart and the system does not currently...read more
Solved
ernemurphy on March 31, 2022
This feature is great, though when thousands of errors are discovered, navigating them can be daunting. I feel an export would help with that, particularly if the export contained the company property data associated with the records designated as h read more
1 upvote
1 Reply
Accepted Solution
Guide | Platinum Partner
March 31, 2022 11:36
@ernemurphy This is a great idea! Import error export files are essential for troubleshooting imports. I can completeLy see why the same would be u...read more
Solved
lildobber13 on March 17, 2022
I know the DocuSign Integration is available for HubSpot and overall it works well; however, there is no way to add Custom Fields. We have a contract 99% complete; however, one field that is not available is Contact Phone Number, which seems like a read more
0 upvote
2 Replies
Accepted Solution
Community Manager
March 18, 2022 14:45
Hello @lildobber13 , I would highly recommend you to please post this idea at our ideas forum ( here ). Our product team, who monitors the f...read more
ACibari on February 18, 2022
Hello HS Community, We are a remote team, we're all over the place but our company is based in the U.S. WE've tried using a Skype number to integrate with Hubspot, it worked or a while but it seems like the caller ID is either showing as a spam or read more
8 upvotes
1 Reply
Community Manager
February 22, 2022 00:55
Hi @ACibari Thank you for reaching out. This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our...read more
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