プロフィール

samriach
参加者
コミュニティー参加日: ‎11 22, 2020
  • ベストアンサー数
    0
  • 件の返信
    2
  • いいね!した数
    38
  • いいね!獲得数
    5
  • ご意見・ご提案
    2

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Sam Riach

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アクティビティ

samriach 4月 02日, 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 続きを読む
1 いいね!
0 コメント
JAxani 4月 14日, 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 続きを読む
4 いいね!
4 コメント
参加者
3月 18日, 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...続きを読む
samriach 3月 10日, 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 続きを読む
1 いいね!
0 コメント
解決済み
mzebib68 2月 06日, 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 続きを読む
13 いいね!
11 コメント
参加者
10月 23日, 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...続きを読む
SarahX 10月 20日, 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 続きを読む
5 いいね!
2 コメント
参加者
9月 12日, 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 ...続きを読む
gsatwik 1月 17日, 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 続きを読む
209 いいね!
65 コメント
参加者
1月 19日, 2023
+1 to this please. With the limitations of Hubspot meeting routing funcationality our only option (other than using a plugin) is using forms. ...続きを読む
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