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Willirob
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Member since ‎Aug 31, 2020
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  • Upvotes Given
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  • Upvotes Received
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Robert Williams

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Willirob
Participant
May 14, 2025
Reply to Rename Native HubSpot Objects
Loving this beta, @hhiggins ! FYI (and would be lovely to include) - When you update the Deals object name, it doesn't update in the Sales Works...read more
Willirob on January 24, 2024
Notification for Creator of Quote
The problem: only the deal owner (who also owns all quotes associated to the deal) get notifications when a quote is signed. The user who created the quote, does not. Use case: SDRs. They will often create the quote even if they don't "own" t read more
Reply Idea Sales Documents
9 upvotes
0 Reply
Willirob
Participant
January 19, 2024
Reply to Quote Signed Date????
for reeeeeeeeal. Having a quote signed date next to signature in the quote would be super helpful as well. It's present if you download the quote... ...read more
Willirob
Participant
January 11, 2024
Reply to Create Contact from Chat Without Email Capture
@JGarbett I'm talking about when they interact with the bot first. It won't create a contact in the system until it gets an email. A person certain...read more
Willirob
Participant
May 11, 2023
Reply to Alias for Live Chat
Though this is possible to do for a live agent chatflow, it is not possible to do if you're first using a bot then transfer to a live agent. Upon tra...read more
Willirob on April 13, 2023
Create Contact from Chat Without Email Capture
The goal: to create a contact in HubSpot without capturing an email address. Similar existing feature: HubSpot does give the ability to not require an email address when creating a HubSpot form. I'm imagining a similar feature to toggle on or read more
Reply Idea Live Chat & Bots
22 upvotes
2 Replies
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