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sgmichael
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Member since ‎Feb 13, 2020
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Michael Haywood

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sgmichael on December 04, 2024
Access AI Call Summaries elsewhere in HubSpot
It would be helpful to be able to access the AI Summary of a call recording for use in other areas of HubSpot. Example 1: When a voicemail is left and a ticket is created, have the AI summary of the call be entered as the Ticket Description. read more
Reply Idea Calling Tickets Workflows
2 upvotes
1 Reply
sgmichael
Contributor
November 09, 2022
Reply to Quote Theme Template - Add Meeting Link
Thanks, @Levi . I know this is in reference to email and I'm looking at quote themes. How would this be utilized there? I don't see any `contact ow...read more
sgmichael
Contributor
November 08, 2022
Reply to Quote Theme Template - Add Meeting Link
Thanks @Jaycee_Lewis ! I thought I read/watched something where someone had dynamically included the quote owner's default meeting link in the quot...read more
sgmichael on November 07, 2022
Quote Theme Template - Add Meeting Link
I'm working on updating a custom quote theme template. Is there a way to take the Default Meeting Link for the person who created the quote and display that on the quote?
Reply Discussion Hubl
0 upvote
6 Replies
sgmichael
Contributor
November 07, 2022
Reply to Quote - Custom Terms based on Items
Think I got it figured out. First using a for loop to go through the line items, then an IF statement to check if there are any custom terms, then di...read more
sgmichael
Contributor
November 04, 2022
Reply to Quote - Custom Terms based on Items
Following your Youtube video, I can get the custom rich text box to display in the items table correctly! I just can't seem to figure out how to disp...read more
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