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Tips, Tricks & Best Practices

Im Forum Tips, Tricks & Best Practices nach Lösungen suchen oder eine Frage stellen

PamCotton on Februar 29, 2024

Working smarter, not harder - with Workflows! | Share your Workflows optimization tips

Hey Community After an insightful exploration of optimizing the middle column of CRM records in our last challenge , it's time to dive deeper into the realm of workflows. Whether you're a pro or just getting started, there's Beitrag ansehen

Antworten Announcement best practices Workflows

5 Likes

5 Antworten

Coolananth

Teilnehmer/-in

April 22, 2024 04:46

Nice

Ginayoyo on März 06, 2024

Meeting time in both the contact's timezone and their local time.

Currently, I can only know the meeting time which shows my timezone, not contact's timezone. The ability to swiftly identify the local meeting times of my contacts directly from my dashboard would be immensely beneficial. Currently, I'm limited to Beitrag ansehen

Antworten Meetings

0 Likes

1 Antwort

karstenkoehler

Berühmtheit | Partner

März 07, 2024 00:21

Hi @Ginayoyo , This is unfortunately not possible at this stage. Just thinking about how other major tools handle this, this information you'r...Beitrag ansehen

Gelöst

MFernandez_VM on Januar 15, 2024

How do you know # of inbound meetings?

Hello lovely community! I would love to know how would you get this data from your CRM: Total number of meetings generated in a defined period of time (example, last month, last year) but only from inbound sourced contacts. We use Hub Beitrag ansehen

Antworten Meetings Reports

0 Likes

5 Antworten

Accepted Solution

DianaGomez

Community-Manager/-in

Januar 16, 2024 20:34

Hi @MFernandez_VM , Thanks for the details and screenshot. Allow me to provide some clarification regarding the property "Date of La...Beitrag ansehen

Gelöst

RebeccaShultz on Dezember 02, 2022

Preventing Duplicate Meetings

I am trying to create a workflow that sends out a notification when someone books meeting, but they already have a meeting scheduled. I can't for the life of me figure out the triggers/filters to determine if someone has booked more than one meeting Beitrag ansehen

Antworten Meetings

0 Likes

6 Antworten

Accepted Solution

danmoyle

Koryphäe | Elite Partner

Dezember 08, 2022 15:45

Here's one idea: Then a task: This way the person emailing can ask specifically which time they want. I'm interested in ...Beitrag ansehen

Gelöst

JSong8 on August 18, 2022

All conversion are coming from meetings.hubspot.com as referral in Google Analystics

Right now we have meetings.hubspot.com/... link widget embed in our domain page, and once user book a meeting, page will redirect to "thank you" page. We set the d estination goal with that "thank you" page in GA. But all the conversion of th Beitrag ansehen

Antworten Analytics Tools Landing Pages Meetings Website Pages

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1 Antwort

Accepted Solution

Ben_M

Autorität

August 19, 2022 08:20

First, you when you say GA Goal are you still using Universal Analytics? If so, you need to move off of those analytics as soon as possible as they ...Beitrag ansehen

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