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ChristianM
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Membro desde ‎fev 9, 2020
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wredek on Agosto 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 Leia mais
Responder Idéia Workflows
57 avaliações positivas
19 Respostas
ChristianM
Participante
Novembro 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...Leia mais
Solucionado
jennysowyrda on Agosto 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 Leia mais
Responder Discussão
7 avaliações positivas
21 Respostas
ChristianM
Participante
Outubro 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...Leia mais
lalexander on Novembro 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 Leia mais
Responder Idéia Deals Products & Quotes Workflows
652 avaliações positivas
180 Respostas
ChristianM
Participante
Abril 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...Leia mais
hroberts on Agosto 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.
Responder Idéia Meetings
110 avaliações positivas
41 Respostas
ChristianM
Participante
Abril 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 ...Leia mais
lalexander on Novembro 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 Leia mais
Responder Idéia Deals Products & Quotes Workflows
652 avaliações positivas
180 Respostas
ChristianM
Participante
Abril 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...Leia mais
lalexander on Novembro 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 Leia mais
Responder Idéia Deals Products & Quotes Workflows
652 avaliações positivas
180 Respostas
ChristianM
Participante
Abril 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...Leia mais
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