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Tips, Tricks & Best Practices

Rechercher Tips, Tricks & Best Practices pour des solutions ou poser une question

PamCotton le Février 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 Lire la suite

Répondre Announcement best practices Workflows

4 Mentions J'aime

4 Réponses

MiaSrebrnjak

Gestionnaire de communauté

Mars 22, 2024 13:33

Hi @JWronski , apologies for the late follow up here & thank you for your comment! 🙏 Is there something that's costing you a lot of tim...Lire la suite

Ginayoyo le Mars 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 Lire la suite

Répondre Meetings

0 Mention J'aime

1 Réponse

karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mars 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...Lire la suite

Résolues

MFernandez_VM le Janvier 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 Lire la suite

Répondre Meetings Reports

0 Mention J'aime

5 Réponses

Accepted Solution

DianaGomez

Gestionnaire de communauté

Janvier 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...Lire la suite

Résolues

RebeccaShultz le Décembre 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 Lire la suite

Répondre Meetings

0 Mention J'aime

6 Réponses

Accepted Solution

danmoyle

Membre irremplaçable | Partenaire solutions Elite

Décembre 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 ...Lire la suite

Résolues

JSong8 le Août 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 Lire la suite

Répondre Analytics Tools Landing Pages Meetings Website Pages

0 Mention J'aime

1 Réponse

Accepted Solution

Ben_M

Conseiller clé

Août 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 ...Lire la suite

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