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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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samriach on April 02, 2024
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
0 upvote
0 Reply
JAxani on April 14, 2023
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
3 upvotes
4 Replies
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
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
1 upvote
0 Reply
Solved
mzebib68 on February 06, 2023
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
11 upvotes
7 Replies
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
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
5 upvotes
2 Replies
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
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
203 upvotes
65 Replies
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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