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samriach
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Mitglied seit ‎Nov 22, 2020
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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 Beitrag ansehen
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0 Antwort
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 Beitrag ansehen
4 Likes
4 Antworten
Teilnehmer/-in
März 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...Beitrag ansehen
samriach on März 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 Beitrag ansehen
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Gelöst
mzebib68 on Februar 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 Beitrag ansehen
13 Likes
11 Antworten
Teilnehmer/-in
Oktober 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...Beitrag ansehen
SarahX on Oktober 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 Beitrag ansehen
Teilnehmer/-in
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 ...Beitrag ansehen
gsatwik on Januar 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 Beitrag ansehen
209 Likes
65 Antworten
Teilnehmer/-in
Januar 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. ...Beitrag ansehen
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