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jgalloway
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Member since ‎Jan 29, 2020
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Josh Galloway

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BuddyCollins on December 12, 2019
Non-Public CRM Attachments
Feature for role: All Sales Team users of the CRM. Goal: Store private company files, like contracts, without exposing them to the public. Value: It will make HubSpot more convenient to the Sales Team as they can store sales-related documents read more
Reply Idea File Manager
14 upvotes
6 Replies
jgalloway
Participant
May 26, 2020
Hello @watanak , Thanks for pointing out this was recently added. It does appear files uploaded via the attachment widgets are private by default, ...read more
jgalloway on January 29, 2020
Manually enrolling deal in workflow or sending internal email from API
Hello, I'm working on an internal CRM extension. We have a couple workflows that trigger an internal email when certain deal properties are set. We'd like to instead trigger this email via a more explicit CRM extension action/webhook to more easily read more
Reply Discussion Deals Email Workflows
0 upvote
5 Replies
jgalloway
Participant
January 31, 2020
Hey thanks! Hadn't thought of that but it's definitely a possible solution. We try to avoid too much behind the scenes magic with respect to the sale...read more
Solved
Richard_Wein on January 30, 2020
Send emails via API
Hi. I've read several other threads on this subject, and suspect I know the answer, but I'd like to make absolutely sure I have the right answer for my particular use case, before I propose a solution to my client. I'm developing an Excel/VBA ap read more
Reply Discussion Email
1 upvote
5 Replies
jgalloway
Participant
January 30, 2020
Hi @Richard_Wein , I'm trying to solve a similar use case and as far as I understand you are correct. I'm currently leaning towards just firing ...read more
jgalloway on January 29, 2020
Manually enrolling deal in workflow or sending internal email from API
Hello, I'm working on an internal CRM extension. We have a couple workflows that trigger an internal email when certain deal properties are set. We'd like to instead trigger this email via a more explicit CRM extension action/webhook to more easily read more
Reply Discussion Deals Email Workflows
0 upvote
5 Replies
jgalloway
Participant
January 31, 2020
Hey thanks! Hadn't thought of that but it's definitely a possible solution. We try to avoid too much behind the scenes magic with respect to the sale...read more
jgalloway on January 29, 2020
Manually enrolling deal in workflow or sending internal email from API
Hello, I'm working on an internal CRM extension. We have a couple workflows that trigger an internal email when certain deal properties are set. We'd like to instead trigger this email via a more explicit CRM extension action/webhook to more easily read more
Reply Discussion Deals Email Workflows
0 upvote
5 Replies
jgalloway
Participant
January 31, 2020
Hey thanks! Hadn't thought of that but it's definitely a possible solution. We try to avoid too much behind the scenes magic with respect to the sale...read more
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