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TuckyW 4月 24日, 2024
I saw that HubSpot is launching Linkedin Sales Navigator CRM sync today. When I go to the App Marketplace, I found 2 similiar apps: - Linkedin Sales Naviator - Linkedin CRM Sync Both apps seem to be doing the same thing, can anyone explain th 続きを読む
0 いいね!
0 コメント
KMadjidi 4月 23日, 2024
Hello, For our Hubspot Integration with Woddpecker I was wondering which of the following ways of working is better concerning data hygiene, efficient data flow and the least effort: First upload new prospects/leads in Woodpecker and then tr 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
4月 23日, 2024 17:35
Hey @KMadjidi , thank you for posting in our Community! Are you currently using this integration here ? Consider the ease of transferring...続きを読む
TextioJohn 4月 18日, 2024
We sync one HubSpot property, Status (SF), to two Salesforce fields: Lead Status, and Contact Status. The intent is to have one unified field to track Lead Status from when a Salesforce Lead is created, through when it's converted to a Contact. 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
4月 19日, 2024 07:36
Hi @TextioJohn , Thanks for reaching out to the Community! I noticed that my teammate from the support team shared some best practice...続きを読む
kara_susvilla 4月 11日, 2024
Looking to enhance conversations with your prospects and boost your sales effectiveness? The Gong app for HubSpot has you covered. Watch this brand new video that dives into a variety of features like: Connecting Gong to HubSpot Call Spotlig 続きを読む
2 いいね!
0 コメント
DCrinnion 4月 09日, 2024
Hi All, Unfortunately before I got to my company someone created a Converted Account ID Picklist to sync with Salesforce IDs and today we hit an Option Limit Exceeded error message, may I ask what the best way to get around this or the best way 続きを読む
0 いいね!
1 コメント
キーアドバイザー
4月 09日, 2024 09:30
What is the option being used for? Accounts don't convert in Salesforce to another object like a Lead to a Contact + Account, unless there is a CDO b...続きを読む
nitem2 4月 03日, 2024
We were looking for a third-party tool that would allow us to send a group text through the CRM. There are tools that will mass text i.e. send a text message individually to multiple users. But we want a solution when one person in the group text re 続きを読む
0 いいね!
2 コメント
参加者
4月 05日, 2024 10:17
Hi @BérangèreL , No. I am not looking at sending bulk text. I am looking at a CRM feature where we can send a text to 2-3 contacts at the same time ...続きを読む
解決済み
JWDickens 4月 01日, 2024
Hey all, Kinda new to Hubspot so hope this is not a silly question. We have a pipeline process that at points along the way there is a subprocess that needs to be accounted for. My thought was to create another pipeline and have an automation m 続きを読む
0 いいね!
3 コメント
Accepted Solution
名誉エキスパート | Diamond Partner
4月 01日, 2024 14:12
Hi @JWDickens , What I typically do with this type of automation is mark the record closed in the current pipeline with automation and then u...続きを読む
RandyPat 3月 26日, 2024
Hello everyone, I'm delving deeper into the capabilities of HubSpot to enhance my business operations and have a specific query that I'm hoping to get some insights on. HubSpot's functionalities for creating quotes and enabling electronic signature 続きを読む
0 いいね!
6 コメント
参加者
4月 04日, 2024 18:13
Hi @RandyPat , Yes they can. Here is a more detailed video about esignatures: Please check it out and let me know if you have any questions. ...続きを読む
DAguiar1 3月 25日, 2024
We know that HubSpot is a powerhouse for managing customer relationships, marketing campaigns, and sales processes. 🤔 But what if you need to shoot off an email to someone beyond the confines of your CRM records or outside your usual system users 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
3月 25日, 2024 18:23
Hey @DAguiar1 , happy Monday. Thank you for sharing about the "External Mailer" feature in the PocketKnife HubSpot add-on. It sounds like a ...続きを読む
SSweeney 3月 15日, 2024
I embedded the Meetings widget code at the bottom of this WordPress page: https://www.uprite.com/events/future-of-hacking-and-cybercrime-webinar/ I can see the embed code DIV when inspecting it. The scheduling widget does not display on th 続きを読む
0 いいね!
3 コメント
最優秀メンバー | Elite Partner
3月 20日, 2024 21:59
Thank you for the additional info @SSweeney , I was able to find the meeting embed on the page link provided: I added the same script to...続きを読む
解決済み
MonicaLozanoL 3月 14日, 2024
Hi, I want to add LinkedIn connections and InMails in the report of activity by rep with activity type breackdown and couldn't find anything. It only tracks LinkedIn Messages that the rep Logged. Is there a way to add the connections and InMails i 続きを読む
0 いいね!
2 コメント
Accepted Solution
最優秀メンバー | Elite Partner
3月 15日, 2024 13:15
@BérangèreL I'm not aware of a way to target those properties in a custom report, I don't currently have access to an account with Sales Navigator ...続きを読む
ajubete 3月 13日, 2024
Greetings, Community! How many times have you found yourself rifling through a CSV file to retrieve a company's VAT number just to generate a quote in HubSpot? Does the repetitive cycle of copying and pasting data between systems feel te 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
3月 14日, 2024 04:34
Hi @ajubete , Thank you for sharing this application with the Community! Have a great day! Best, Bérangère
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