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Junioreis22 on Maio 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 Leia mais
4 avaliações positivas
4 Respostas
Participante
Maio 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...Leia mais
Solucionado
CSiragaki on Maio 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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Participante | Parceiro Elite
Maio 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 on Maio 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.
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Maio 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...Leia mais
JShipton on Maio 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Maio 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 ...Leia mais
kara_susvilla on Maio 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 Leia mais
3 avaliações positivas
0 Respostas
RuySpinola on Maio 14, 2024
Saqueador (Realçar para ler) 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 avaliações positivas
1 Respostas
Orientador(a) | Parceiro Elite
Maio 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...Leia mais
07000 on Maio 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 Leia mais
0 avaliações positivas
2 Respostas
Top colaborador(a) | Parceiro Diamante
Maio 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...Leia mais
TWerboweski on Maio 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 Leia mais
0 avaliações positivas
1 Respostas
Orientador(a) | Parceiro Elite
Maio 15, 2024 04:55
@TWerboweski I know PandaDoc Integrations lets you do it pretty much similar.
Solucionado
EDeMunter on Maio 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 avaliações positivas
19 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Maio 15, 2024 05:11
@EDeMunter unfortunately not, no. You would have to add this manually.
Junioreis22 on Maio 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 Leia mais
4 avaliações positivas
4 Respostas
Participante
Maio 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...Leia mais
Solucionado
BvanderLaan7 on Maio 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 Leia mais
1 avaliações positivas
7 Respostas
Accepted Solution
Autoridade no assunto | Parceiro Platinum
Maio 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...Leia mais
DRicks on Maio 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Maio 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...Leia mais
WLee7 on Maio 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 Leia mais
0 avaliações positivas
2 Respostas
Membro
Maio 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...Leia mais
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