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uribarjoseph
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Member since ‎Nov 27, 2020
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Uri Bar-Joseph

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Activity

SSirchabesan on August 04, 2021
Stripe integration - changing the payment method for the client
Hi, Currently, our Hubspot is integrated with Stripe so we are able to send subscriptions quotes to our customers and they can pay it via Stripe. This part is working fine. But since it is a subscription, after some time, few clients want to cha read more
Reply Discussion Webhooks
0 upvote
3 Replies
uribarjoseph
Participant
August 05, 2021
Hi @himanshurauthan thanks for the details. Can you point me to where we can find the payment method change link? DO you mean under My Account sect...read more
1stClaas on March 19, 2021
New Lifecycle Phase Cancelled
At the moment, Hubsot neglects the reality of the customer lifecycle, which includes the time after being a client / subscriber. The customer can, for various reason, cancel being a customer, if e.g. the business model is a subscription to a service read more
Reply Idea Properties
13 upvotes
2 Replies
uribarjoseph
Participant
June 02, 2021
Seems super easy to add and so needed instead of all the workarounds that are offered in the community. Canceled/Churned/Former Customer - whatever y...read more
jmoss on November 12, 2019
Using workflows to autocreate quotes
I would like to be able to use a form submission to auto-generate a quote. It's currently possible to use a workflow to create a deal, but I'd like to be able to go a step further and have the workflow create a deal and quote simultaneously.
Reply Idea Products & Quotes
341 upvotes
117 Replies
uribarjoseph
Participant
March 24, 2021
@ethankopit It would also be nice to have a version of the quote online instead of sending it via email. Almost like an e-commerce version of the...read more
taylorfriss on April 05, 2018
Change Contact Owner if Meeting Booked
A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar read more
Reply Idea Meetings
182 upvotes
46 Replies
uribarjoseph
Participant
November 27, 2020
You can make sure that on a Team meeting link if the contact is owned by a team member that it will only show their calendar, but you can't do the op...read more
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