A client booked a meeting through HubSpot and we need to reassign to another team member. I need to send updated Zoom link. And also assign to the new team member so it shows in their meeting stats. At the moment we have to cancel and rebook whi Leia mais

Firstly, not to have to add an existing hubspot user as a contact to be able to add them. Secodly, not adding the person who sets up the meeting as an attendee because they simply create meetings for other users and don't have to be invited to the Leia mais

There are circumstances for which it would be beneficial to save CC's & BCC's to a HubSpot template. Sales Managers may want to keep track of certain outbound emails, especially those templates that are used in the Deal Stages. For example, a Leia mais

Hi! Could be awesome if we can configurate the proposal / quote template. Thanks

We use HubSpot meeting to schedule demos from a link from our website. We include a Zoom invite in the meeting invite. When the meetings have happened we log a call and record the notes there (and trigger follow ups). When the potential client d Leia mais