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jgalloway
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Josh Galloway

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BuddyCollins on Dezembro 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 Leia mais
Responder Idéia File Manager
14 avaliações positivas
6 Respostas
jgalloway
Participante
Maio 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, ...Leia mais
jgalloway on Janeiro 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 Leia mais
Responder Discussão Deals Email Workflows
0 avaliações positivas
5 Respostas
jgalloway
Participante
Janeiro 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...Leia mais
Solucionado
Richard_Wein on Janeiro 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 Leia mais
Responder Discussão Email
1 avaliações positivas
5 Respostas
jgalloway
Participante
Janeiro 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 ...Leia mais
jgalloway on Janeiro 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 Leia mais
Responder Discussão Deals Email Workflows
0 avaliações positivas
5 Respostas
jgalloway
Participante
Janeiro 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...Leia mais
jgalloway on Janeiro 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 Leia mais
Responder Discussão Deals Email Workflows
0 avaliações positivas
5 Respostas
jgalloway
Participante
Janeiro 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...Leia mais
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