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ChristianM
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Mitglied seit ‎Feb 9, 2020
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wredek on August 10, 2018
Chat properties for workflow triggers
It would be great if there was an option to use conversation properties for workflow triggers. Specifically, if we could have "chat agent" as an option so we could create workflows to assign tasks or send emails to the internal team managing liv Beitrag ansehen
Antworten Idee Workflows
57 Likes
19 Antworten
ChristianM
Teilnehmer/-in
November 08, 2020
I came looking for this too. For my purpose I enabled this trigger and it worked: Conversation source type is any of Live Chat I simply...Beitrag ansehen
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jennysowyrda on August 21, 2020
How to succeed with Chat: Tips and Tricks
Hi all, We know that chat is one our most popular tools, and we know you want to learn from the experts - and your peers - about how to successfully use HubSpot's chat tool. My ask: If you have any tips for beginners, any suggestions Beitrag ansehen
Antworten Diskussion
7 Likes
21 Antworten
ChristianM
Teilnehmer/-in
Oktober 24, 2020
Is there a way to track the page the chat is happening on ? I would like to track the landing page they entered on, since I create a lead from the ch...Beitrag ansehen
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Beitrag ansehen
Antworten Idee Deals Products & Quotes Workflows
650 Likes
180 Antworten
ChristianM
Teilnehmer/-in
April 22, 2020
Yes- we just ran into this issue too. Tryign to create deals when contacts are created using product libary and price setup. Really need this to ge...Beitrag ansehen
hroberts on August 30, 2017
Group and Round Robin Meetings links should appear in Meetings for all users who are a part of them
Currently, for any team Meetings links (Group or Round Robin) the link only appears in the list of meetings for the user who created the link. This means other users cannot see the link in their list of links, or edit it.
Antworten Idee Meetings
110 Likes
41 Antworten
ChristianM
Teilnehmer/-in
April 17, 2020
Yup - we just ran into the same issue. Team meeting links can only be edited by the creator. Need to open this up to the team - maybe even have an ...Beitrag ansehen
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Beitrag ansehen
Antworten Idee Deals Products & Quotes Workflows
650 Likes
180 Antworten
ChristianM
Teilnehmer/-in
April 22, 2020
Yes- we just ran into this issue too. Tryign to create deals when contacts are created using product libary and price setup. Really need this to ge...Beitrag ansehen
lalexander on November 14, 2018
Option to automatically add a product to a deal with workflows
Hi team, It would be great to be able to automatically add certain Products to Deals within Workflows. For example, if a customer comes in via a certain source and all of the customers from that source are purchasing Product A, all the Deals cou Beitrag ansehen
Antworten Idee Deals Products & Quotes Workflows
650 Likes
180 Antworten
ChristianM
Teilnehmer/-in
April 22, 2020
Yes- we just ran into this issue too. Tryign to create deals when contacts are created using product libary and price setup. Really need this to ge...Beitrag ansehen
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