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SLanghart on Junho 07, 2023
I have a MacBook Air, macOS Ventura version 13.4. For work, we use Outlook with the Hubspot integration to store the mails etc. The system is not working properly. It messes up my signature and attachments. Is there any way to prevent this?   Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Junho 07, 2023 16:30
Hello @SLanghart , thank you for posting in our Community! At the moment t he reason that may not work is that each specific mail client has...Leia mais
Solucionado
PKirova on Junho 06, 2023
Hi, our team is using the Meeting notes in Hubspot to summarize the meeting highlights. However, this info is not passed to Salesforce. Any ideas if it's possible and what should be done? 1) Meeting notes in Hubspot (team notes) 2) The Meetin Leia mais
1 avaliações positivas
3 Respostas
Accepted Solution
Colaborador(a)
Junho 07, 2023 07:37
I just got a confirmation from the support team that it's not possible so I submitted it as idea here.
Solucionado
mrobertson11 on Junho 05, 2023
Hi, I've got a client who is looking into a meeting link solution. They have do in-person meetings in their building that share 3 conference rooms, they want to check the availability of sales reps against the availability of the conference r Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Top colaborador(a) | Parceiro
Junho 06, 2023 07:24
Hey @mrobertson11 in general I usually see people just set up a meeting room in their calendar for booking ( such as in google cal ) this easily le...Leia mais
GHunt5 on Junho 05, 2023
Curious if anyone has integrated with Workramp. They do not have a native integration with HS but said it is possible through api and web hooks ( https://developers.workramp.com/reference/add-users-to-segment ). Hope to hear some good news here Leia mais
1 avaliações positivas
3 Respostas
Participante | Parceiro Diamante
Junho 05, 2023 17:24
We do a lot of custom integrations. We haven't done an integration with Workramp specifically, but I'm happy to hop on a call with you to gather requ...Leia mais
GregG on Junho 02, 2023
We set up the Salesforce integration to sync fields to our Hubspot contracts. Our fields are receiving the value from Salesforce in JSON format instead of just the value. { "value":"EAIaIQobChMIsPK20e2i_wIVhrfICh0UUQGYEAAYASAAEgLNsfD_BwE", "ex Leia mais
0 avaliações positivas
2 Respostas
Membro
Junho 05, 2023 09:39
Hey Pam, No need for further help here. I solved my issue. Is there a way to delete my post?
Solucionado
lmatheis on Junho 02, 2023
Has anyone integrated HubSpot with Global Shop?
0 avaliações positivas
7 Respostas
Accepted Solution
Top colaborador(a) | Parceiro Elite
Junho 02, 2023 16:14
@lmatheis @PamCotton While we have not built an integration with Global Shop, I thought it might be helpful to share a brief assessment tool tha...Leia mais
PPuri8 on Junho 02, 2023
Hello! We've just switched to Hubspot from Zendesk. On Zendesk, we could tick a field which said "send to productboard" and when we submitted the ticket, the description (i.e. word for word what the customer said), would go to Productboard. Leia mais
0 avaliações positivas
3 Respostas
Participante
Junho 06, 2023 10:00
Thanks for your response. Do you know if this will be free? Is there any other way to send the text of a support ticket from Hubspot to Product...Leia mais
DSchwalb on Maio 31, 2023
Hi, We are testing the new WhatsApp Integration and are wondering whether it will be possible to use other objects (like deals and custom objects) when personalizing the templates. Our use case is that we want to trigger a whatsapp message in Leia mais
0 avaliações positivas
2 Respostas
Colaborador(a)
Junho 07, 2023 05:27
Hey @DSchwalb , I have a suggestion that can help you import product details in bulk and easily share product details with customers, including ima...Leia mais
Solucionado
SWentFishing on Maio 30, 2023
Hi, Is there a way to enable a person using the meeting link to add extra people they would like to come to a meeting? Thanks!
0 avaliações positivas
4 Respostas
Accepted Solution
Autoridade no assunto
Maio 30, 2023 20:54
Hi @SWentFishing , there isn't a feature in the meetings tool to allow someone to add additional attendees. The only way to do it would be to...Leia mais
Laura16 on Maio 30, 2023
Hello! I am considering adding a new business unit to our HubSpot instance. I need to be able to provide quotes and invoices that would have 8 columns. Is it 100% true that HubSpot CANNOT handle this? Is there a customized template option? Is there Leia mais
0 avaliações positivas
4 Respostas
Membro
Maio 30, 2023 16:54
Also - do all the products and services reside in HubSpot? With another solution I am exploring, all products and services are put into Quickbooks an...Leia mais
Solucionado
KMohamed15 on Maio 29, 2023
Hi, Is the integration between Hubspot and CRM Dynamics considered a bulk import ? I'm asking because I have a business rule associated with a field. There's a limitation in D365 where business rules can't excute during bulk edits and imports: ht Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Top colaborador(a) | Parceiro Diamante
Maio 30, 2023 08:37
Hi @KMohamed15 the first time you turn the connector on it will sync the data specified in the limit section of the integration settings - not sure...Leia mais
isacab on Maio 29, 2023
Hi y'all, just wanted to share a useful tip regarding property mapping when importing company data from Zoominfo. I was racking my brain trying to figure out the best way to streamline the Industry property in our CRM to make filtering companies Leia mais
1 avaliações positivas
1 Respostas
Autoridade no assunto
Maio 29, 2023 15:50
Thanks for sharing this @isacab , this is really helpful! I'm sorry your post wasn't fully published, I hate when that happens - it's pretty ...Leia mais
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