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samriach
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Member since ‎Nov 22, 2020
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  • Upvotes Given
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  • Upvotes Received
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Sam Riach

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Activity

samriach on April 02, 2024
Customise Meeting Rotation Settings
Our SDRs are working a large volume of prospects/contacts per day with the goal to book meetings with AEs. The easiest way is to book meetings with our AEs is to use the "Meeting" link directly on the contact, as this doesn't require the SDR to leav read more
Reply Idea Meetings
1 upvote
0 Reply
JAxani on April 14, 2023
Having Aircall send an SMS using a workflow
Hi Everyone, Does anyone have a way for Aircall to send an SMS using a workflow? As it is right now, Aircall doesn't seem to be a trigger or action in workflows. Ideally, we'd like it to send a confirmation SMS to a contact individually when t read more
Reply Discussion Professional
3 upvotes
4 Replies
samriach
Participant
March 18, 2024
We'd also like to use Aircall sms in a Hubspot workflow. We would like to set up an sms meeting reminder to reduce meeting no-shows. We have had feed...read more
samriach on March 10, 2024
Schedule a meeting from a Contact & keeping the original meeting settings
Hi Hubspot team, We have an SDR that is assigned Deals, qualifies for our AEs, and schedules a meeting. We would like the SDR to use the "Schedule a meeting" option direclty on the Contact. Reasons why: 1. SDR doesn't have to leave the Contact read more
Reply Idea Meetings
1 upvote
0 Reply
Solved
mzebib68 on February 06, 2023
Deal Collaborator - automated synch
Hi, I was very happy when I turned on this option on our account because it was something I was waiting for a long time but since, I'm frustrated.... why is this this functionality only manual? In my scenario I want to set as collaborator read more
Reply Discussion Deals
13 upvotes
11 Replies
samriach
Participant
October 23, 2023
Agree with the above. We would like to be able to use a workflow to automatically set a Deal Collaborator based on the Deal owner. The Deal owner can...read more
SarahX on October 20, 2021
Add the ability to assign bulk tasks to 'contact owner' when using the 'create task' function
When using 'create tasks' from the contact page it currently only gives the option to assign to a specific user. It would be great if you could select 'contact owner' rather than a specific user. Currently I need to do a duplicate batch of tas read more
Reply Idea Contacts & Companies
5 upvotes
2 Replies
samriach
Participant
September 12, 2023
I second this. I need to create tasks for our sales reps for specific lists, however I am unable to select the Contact owner. Same with when I enrol ...read more
gsatwik on January 17, 2020
Multi-Select Drop Down Field for Forms
The idea is to have a Multiple Select Drop-down, which can enable a form visitor to select multiple options for a property by clicking on a dropdown and searching for an option. This would essentially be an altrenative for Multiple Checkbox Field Ty read more
Reply Idea Forms Properties
204 upvotes
65 Replies
samriach
Participant
January 19, 2023
+1 to this please. With the limitations of Hubspot meeting routing funcationality our only option (other than using a plugin) is using forms. ...read more
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