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Junioreis22 le Mai 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 Lire la suite
4 Mentions J'aime
4 Réponses
Participant
Mai 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...Lire la suite
Résolues
CSiragaki le Mai 22, 2024
We have a prospect interested in using HubSpot for Sales, and before creating a quote, they need to check the product's availability. We've added the relevant property in the Products object, and the developer will sync this information from their Lire la suite
0 Mention J'aime
4 Réponses
Accepted Solution
Participant | Partenaire solutions Elite
Mai 24, 2024 13:48
Yes, I believe that also! Thanks for your answer! In any case your solution for the quotes will work as well.
RDufour0 le Mai 22, 2024
Are there limits on the number of activities associated between contacts and deals? Some of my sales agents can see the emails sent to the contacts, but they are not appearing in the associated deals.
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1 Réponse
Au panthéon de la communauté | Partenaire solutions
Mai 22, 2024 06:20
Hi @RDufour0 , There are limits, yes, but it's unlikely that that's what's happening here. Whether an activity appears automatically on an ass...Lire la suite
JShipton le Mai 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 Lire la suite
0 Mention J'aime
1 Réponse
Gestionnaire de communauté
Mai 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 ...Lire la suite
kara_susvilla le Mai 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 Lire la suite
3 Mentions J'aime
0 Réponse
RuySpinola le Mai 14, 2024
Révélation (Surlignez pour lire) 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 Mention J'aime
1 Réponse
Guide | Partenaire solutions Elite
Mai 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...Lire la suite
07000 le Mai 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 Lire la suite
0 Mention J'aime
2 Réponses
Contributeur de premier rang | Partenaire solutions Diamond
Mai 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...Lire la suite
TWerboweski le Mai 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 Lire la suite
0 Mention J'aime
1 Réponse
Guide | Partenaire solutions Elite
Mai 15, 2024 04:55
@TWerboweski I know PandaDoc Integrations lets you do it pretty much similar.
Résolues
EDeMunter le Mai 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 Mention J'aime
19 Réponses
Accepted Solution
Au panthéon de la communauté | Partenaire solutions
Mai 15, 2024 05:11
@EDeMunter unfortunately not, no. You would have to add this manually.
Junioreis22 le Mai 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 Lire la suite
4 Mentions J'aime
4 Réponses
Participant
Mai 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...Lire la suite
Résolues
BvanderLaan7 le Mai 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 Lire la suite
1 Mention J'aime
7 Réponses
Accepted Solution
Leader d'opinion | Partenaire solutions Platinum
Mai 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...Lire la suite
DRicks le Mai 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 Lire la suite
0 Mention J'aime
1 Réponse
Gestionnaire de communauté
Mai 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...Lire la suite
WLee7 le Mai 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 Lire la suite
0 Mention J'aime
2 Réponses
Membre
Mai 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...Lire la suite
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