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tZhou6 on Março 22, 2023
Hi community, I would like to know if I use the free/starter version of Hubspot integrated with softphone tools such as Aircall or Justcall, is the call transcription available for me?
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1 Respostas
Gerente da Comunidade
Março 22, 2023 14:31
Hello @tZhou6 , thank you for posting in our Community! Currently, any user who is recording calls made from HubSpot can review and coach on th...Leia mais
airwolfke on Março 21, 2023
Is there a possibility to trigger that a email is send when a form is submitted and the submitter requested to be contacted through Microsoft Teams Steps: - submitter selects the way he would like to be contacted, he selects "Videoconference th Leia mais
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1 Respostas
Accepted Solution
Colaborador(a) | Parceiro Diamante
Março 21, 2023 06:43
Hi @airwolfke , It sounds like what you're looking to do (trigger a workflow off of a form submssion and/or specific property value) requires...Leia mais
JParker20 on Março 19, 2023
Hi, we are currently conducting a review of our existing snippets and templates. Is it possible to download these into a work document to review, rather than go through each folder and snippet or template?
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2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 19, 2023 22:01
Hi @JParker20 , This is currently not possible. Other users have requested this before, however: mais
GGhedini on Março 17, 2023
Good morning, I've searched the old conversations but haven't found anything useful to my problem. I created a custom email template, with html and custom modules. However, I also need to be able to intercept the breakpoint for dark mode. I tried in Leia mais
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2 Respostas
Março 20, 2023 03:04
Hi Pam, Thank you for your reply. I tried to read the conversation but I understood that as of today, still a solution to the dark mode hasn't been...Leia mais
BYow on Março 15, 2023
Hi there! Im wondering if anyone has any tips or tricks on how best to set up a workflow to remind Account Managers/Customer Success Managers to reach out to their contacts every 30 days. I'm a little overwhelmed on exactly where to start so any h Leia mais
1 avaliações positivas
3 Respostas
Accepted Solution
Conselheiro(a) de destaque | Parceiro Platinum
Março 16, 2023 07:48
Hey @BYow , thanks for reaching out! And thanks for the mention, @PamCotton ! There are a few different approaches you can take here dependin...Leia mais
BTack on Março 13, 2023
Hi all, Any tips on how to prioritise incoming mails in the conversations window? assign higher priority to premium clients? Automic assign a user to a certain mail from a client? assign a task if conversation is open for more then 2 days? Leia mais
2 avaliações positivas
4 Respostas
Março 15, 2023 08:17
Thanks, can't wait.
IService on Março 11, 2023
Hi Community, I am trying to add a property with unique values to the Tickets entity, so that I can later use this as a property query field with the API. I have Super Admin privileges and am able to create other kinds of properties, but as soon as Leia mais
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3 Respostas
Gerente da Comunidade
Março 13, 2023 06:46
Got it, thanks for your reply! Reaching out to support would then be the best next step so they can have a closer look at your account settings. I ho...Leia mais
GSFerguson on Março 10, 2023
FinTech seeking customer portal that allows clients to log-in and authenticate, fill out a loan application and other docs, upload various documents and (preferably), execute / sign loan docs. Internal / external notifications would be a nice-to-hav Leia mais
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1 Respostas
Gerente da Comunidade
Março 13, 2023 05:55
Hi @GSFerguson , Thanks for reaching out to the Community! Are you looking for advice on how to set up the customer portal, or for someo...Leia mais
ankraf01 on Março 09, 2023
Some how our Zoom integration triggered the creation of hundres of meetings for a recurring meeting in HubSpot through 2032. How can I clean this up without deleting them one at a time. Also any ideas why this would happen with Zoom?
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1 Respostas
Especialista reconhecido(a) | Parceiro Elite
Março 10, 2023 03:29
Hello @ankraf01 You can delete a large number of meetings at once in HubSpot, you can use the bulk delete functionality. Here's how to do it: ...Leia mais
RElmore on Março 07, 2023
I am trying to trigger a workflow (image attached) that starts the workflow when a deal in the Sales Pipeline is moved to the Contract Completed stage. Below is how I have it structured, however whenever I move a deal to that stage the triggering e Leia mais
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2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 07, 2023 10:27
Hi @RElmore , A few things that could cause this issue: The workflow is a contact -based workflow. It would not enroll a deal but a conta...Leia mais
SBourdeau on Março 06, 2023
We've just finished deploying the HubSpot Live Chat app to our own website. We noticed that upon oppening of a new Live Chat session, the "Chatting From:" attribute of the Live Chat conversation is set to the page url when the Live Chat app loads. Leia mais
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1 Respostas
Gerente da Comunidade
Março 07, 2023 06:50
Hi @SBourdeau , Thank you for reaching out to the Community! Would you be able to please share some details on how you deployed the Live...Leia mais
PMgoUrban on Março 06, 2023
How do I create a Warning Emoji ⚠️ property which can be triggered by a workflow to appear in front of the Deal name in deal cards in pipeline view when a deal spends more than 7 days in one stage or if more than one day has gone since the start o Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 06, 2023 11:38
Hi @PMgoUrban , HubSpot has a similar feature for this. Have you considered using the inactive deal card feature? When on the board view of th...Leia mais
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