Hi! I have just set up the New activity syncing between Hubspot and Salesforce. Seems as though its only one way however I just wanted someone to confirm does this timeline sync push meeting that schedule in Hubspot and push them to Salesforce? Leer más
Hi @DCrinnion ,
HubSpot Activities sync to Salesforce Tasks, so you don't see them in the regular SFDC Activities window, so try looking ther...Leer más
Hi all, I have seen that some clients don't show up after having scheduled a meeting. The main reason is that they do not find it in their calendars because what has been sent is just a confirmation email, and what they need to receive is confirma Leer más
Thanks for the tag @PamCotton . It looks like I may be late to the convo, as you mentioned you're under a deadline @CGramlich32 . Sorry I wasn't ab...Leer más
Hi there, We are using the Zoom integration with Hubspot and have our meetings auto recorded which is great, however there seems to be a BIG issue in that you cannot access the recorded Meeting from the associated Contact or Company record. Leer más
Hello! I wanted to ask how you can edit / add / change the fields on the form used with the meetings tool. We are embedding this on an external site page and need to edit the fields for the data we collect from this. Is this possible, specifically w Leer más
I have to execute below in workflow Step1: When a deal is created and is in first stage, crate/assign a task for Mr. X to have enter meeting details i.e date, time, venue. Step2: Send an email reminder to Mr. Y 1 hours after the meeting time t Leer más
Hi @dsrajendra ,
As far as I know there isn't a direct filter. You could however create a contact-based list, filter for an associated activit...Leer más
Hello community. I have a problem. I have my own google account to log into hubspot for my company and my partner has another one. The problem is that when I schedule meetings in her calendar, it doesn't notify her, and also the meeting is created Leer más
Hello, @dukelovestaxes happy Friday!
Investigating more about this integration, currently, there is not a native integration between HubSpot...Leer más
If I understand correctly, if my google calendar is connected to Hubspot, and I create a meeting in Google Calendar with a contact's email as a guest, the meeting is supposed to appear in Hubspot as an activity for that cotnact. This is not hepp Leer más
I'm struggling to update contact record in Keap when an appontment is booked through Hobspot meeting is there some way to do the above? that works I've tried though custom fields but a lot of strange things happens (field that can't be Leer más
It sends one invitation from HubSpot (using my account email) and another standard meeting invites from Google Calendar using my personal Gmail account. My boss's does not do this, but of course, neither one of us can figure out what he did Leer más