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Junioreis22 on May 14, 2024
Meu nome é Junior e sou Country Manager na Treble AI, onde oferecemos soluções inovadoras para melhorar a comunicação entre empresas e clientes. Nos últimos 4 anos, tenho ajudado organizações a transformar seus negócios usando o WhatsApp, o ca read more
4 upvotes
4 Replies
Participant
May 15, 2024 08:52
@Brenner obrigado por trazer esse ponto! Sim, é possível enviar estes lembretes de reuniões pela integração da treble, e pela solução de WhatsA...read more
JShipton on May 16, 2024
I'm currently scoping out an integration between HubSpot and LinkedIn Sales Navigator. Is it possible, as part of the integration, to create an alert/task that fires in HubSpot when a new employee joins a LinkedIn company page? And is there a wa read more
0 upvote
1 Reply
Community Manager
May 17, 2024 07:48
Hi @JShipton , thank you for reaching out to the community. That's a great question and use case. I have been looking into possible ...read more
kara_susvilla on May 14, 2024
Are you looking to optimize your sales process by streamlining your quote-to-cash process? Join us live on Wednesday, May 29 @ 12:00 PM ET, to learn how to create error-free quotes, contracts, and proposals with the PandaDoc app for HubSp read more
3 upvotes
0 Reply
RuySpinola on May 14, 2024
Spoiler (Highlight to read) I want to limit discount to line itens... We have been had some difficults to control the discount the team gives to customers. Does we have a way to limit it?
0 upvote
1 Reply
Guide | Elite Partner
May 15, 2024 04:49
Hi @RuySpinola Looks like you cannot natively enforce this You can explore a workaround with Discount Codes but this is more on customer fac...read more
07000 on May 14, 2024
Hello - we have Facebook Messenger set up through a HubSpot chatflow. When someone messages us through Facebook, the conversation gets routed to our HubSpot Inbox under "Messenger" but a lot of the time the contact shows up as "Unknown Visitor" so w read more
Top Contributor | Diamond Partner
May 15, 2024 09:55
Hi @07000 This should be enabled since the data sharing (see picture below) allows for that. If you've connected a Facebook Messeng...read more
TWerboweski on May 14, 2024
We are currently using Jotform's smart PDF feature and want to move to strictly Hubspot instead. 1. Jotform allows us to drag and drop fields over the PDF so the output appears as a prefilled PDF. Is this possible with any integrations? 2. Second read more
0 upvote
1 Reply
Guide | Elite Partner
May 15, 2024 04:55
@TWerboweski I know PandaDoc Integrations lets you do it pretty much similar.
Solved
EDeMunter on May 14, 2024
Hello, I wonder if it is possible to automatically open the planning pop-up when a meeting date is booked? Thank you in advance!
0 upvote
19 Replies
Accepted Solution
Hall of Famer | Partner
May 15, 2024 05:11
@EDeMunter unfortunately not, no. You would have to add this manually.
Junioreis22 on May 14, 2024
Meu nome é Junior e sou Country Manager na Treble AI, onde oferecemos soluções inovadoras para melhorar a comunicação entre empresas e clientes. Nos últimos 4 anos, tenho ajudado organizações a transformar seus negócios usando o WhatsApp, o ca read more
4 upvotes
4 Replies
Participant
May 15, 2024 08:52
@Brenner obrigado por trazer esse ponto! Sim, é possível enviar estes lembretes de reuniões pela integração da treble, e pela solução de WhatsA...read more
Solved
BvanderLaan7 on May 13, 2024
Hi there! We're setting up an integration between Salesforce and HubSpot. Sales department works in SF, but we'd want those results to flow back in HubSpot. In HubSpot we are limited to 2 pipelines, because of our subscription. In SF we have 5 pipe read more
1 upvote
7 Replies
Accepted Solution
Thought Leader | Platinum Partner
May 15, 2024 10:41
Hey @BvanderLaan7 so as this article establishes the SF-HS integration will create the SF pipelines as new pipelines in HubSpot, so for this...read more
DRicks on May 08, 2024
The Hubspot Timeline Embed Window VisualForce page for Salesforce works fine in our instance except that it only shows a subset of Hubspot activities (even if we select all filters). For example, it doesn't show Marketing Emails. Where and how do read more
0 upvote
1 Reply
Community Manager
May 08, 2024 19:34
Hey @DRicks , thank you for posting in our Community! Firstly, ensure that the integration between Salesforce and HubSpot is set up correctl...read more
WLee7 on May 08, 2024
Hi All, Just testing out Hubspot. Sales pipeline and Accounts synced fine but for whatever reason, Contacts just sits "in queue". I've deleted all fields down to just the basic first name and last name and still nothing comes across. Also de read more
0 upvote
2 Replies
Member
May 13, 2024 03:45
Thank you for this. Contacts is the onyl thing that doesn't move from "in queue" even if I just try and pull in the first name and last name. Pip...read more
Solved
MChanning on May 07, 2024
I feel embarressde to ask. Can someone point me at the up to date link on how to linke HubSpot Mail with Outlook. I tried searching buy some of the stuff I can see on line is from like 6/7 years ago. Thank you. Mike
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
May 07, 2024 04:45
Hi @MChanning , Are you referring to the Outlook sales extension? https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales ...read more
elinmattsson on May 06, 2024
Exciting news! 📣 Contract management platform Oneflow is launching contract automation with Workflows, as an update to the existing integration! Now you can streamline your contracts across Sales and Marketing Hub by automatically g read more
1 upvote
3 Replies
Member
May 08, 2024 12:59
The sync of deal amount between HubSpot and Oneflow is designed to ensure consistency between both platforms. When you fetch data from Oneflow to hub...read more
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