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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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Participant
May 14, 2025
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
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
9 upvotes
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Participant
January 19, 2024
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
Participant
January 11, 2024
@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
Participant
May 11, 2023
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
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
22 upvotes
2 Replies
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