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Junioreis22 5月 14日, 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 続きを読む
4 いいね!
4 コメント
参加者
5月 15日, 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...続きを読む
解決済み
CSiragaki 5月 22日, 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 続きを読む
0 いいね!
4 コメント
Accepted Solution
参加者 | Elite Partner
5月 24日, 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 5月 22日, 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.
0 いいね!
1 コメント
殿堂入り | Solutions Partner
5月 22日, 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...続きを読む
JShipton 5月 16日, 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 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
5月 17日, 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 ...続きを読む
kara_susvilla 5月 14日, 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 続きを読む
3 いいね!
0 コメント
RuySpinola 5月 14日, 2024
スポイラ (読むためにハイライト) 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 いいね!
1 コメント
ガイド役 | Elite Partner
5月 15日, 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...続きを読む
07000 5月 14日, 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 続きを読む
0 いいね!
2 コメント
トップ投稿者 | Diamond Partner
5月 15日, 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...続きを読む
TWerboweski 5月 14日, 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 続きを読む
0 いいね!
1 コメント
ガイド役 | Elite Partner
5月 15日, 2024 04:55
@TWerboweski I know PandaDoc Integrations lets you do it pretty much similar.
解決済み
EDeMunter 5月 14日, 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 いいね!
19 コメント
Accepted Solution
殿堂入り | Solutions Partner
5月 15日, 2024 05:11
@EDeMunter unfortunately not, no. You would have to add this manually.
Junioreis22 5月 14日, 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 続きを読む
4 いいね!
4 コメント
参加者
5月 15日, 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...続きを読む
解決済み
BvanderLaan7 5月 13日, 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 続きを読む
1 いいね!
7 コメント
Accepted Solution
ソートリーダー | Platinum Partner
5月 15日, 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...続きを読む
DRicks 5月 08日, 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 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
5月 08日, 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...続きを読む
WLee7 5月 08日, 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 続きを読む
0 いいね!
2 コメント
メンバー
5月 13日, 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...続きを読む
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