steveholley

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solutions
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Replies
2
Upvotes Given
5
Upvotes Received
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Steve Holley

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Solved

EClosings on July 19, 2023

Dial pad and Hubspot

05:18 PM When we connect dial pad with HubSpot and make a call from hubspot it automatically dials and dialpad. But the call is not recording in the company or the deal and HubSpot. The phone number is actually making its own profil read more

Reply Discussion Professional

0 upvote

5 Replies

steveholley

Participant

June 27, 2024

If you call DialPad, they can turn off the "create a new contact" function. The integration is not usable for us without it being turned off and the...read more

Heggenes on March 08, 2021

Loom integration

I would love to get integration with Loom the same way Hubspot has with Vidyard. Vidyard is for many very expencive, this is where Loom comes in! Loom is only $8 per month and you get a tonn of features. Please vote on this...

Reply Idea Conversations

164 upvotes

45 Replies

steveholley

Participant

September 13, 2022

Please do this. I have been using Vidyard's free version and it is great but the jump to paid is not worth the price they are asking. Loom is much ...read more

steveholley on October 24, 2018

Need a wav player in HubSpot for uploaded files

wav files that are uploaded to a contact, deal, or ticket record will not play when accessed through Chrome browser. I am told this is due to the fact that Chrome does not have a wav file player. HubSpot needs to create their own as these files sa read more

Reply Idea Contacts & Companies File Manager

11 upvotes

4 Replies

trisaratops on May 10, 2017

Option to sync conversations thread assignment to contact ownership

Hi there HS Community, We're excitedly trying out the Chat feature, and noticed that if a sales rep starts chatting with an unowned/new visitor that they don't then get auto-assigned (via the HS Owner field) to that rep. I naturally went to th read more

Reply Idea Conversations Workflows

40 upvotes

8 Replies

steveholley

Participant

August 14, 2018

When conversations reach the inbox, we have the ability to assign conversation owners and round-robin those with our service team. We can also creat...read more

Solved

zachallen on June 13, 2018

The ticket board doesn't include Customer and Contact info

We are in the process of implementing the Service Hub. In testing out managing groups of tickets, we quickly found that there's no customer or contact visible on the ticket board window. There's no available customer or contact field availible to read more

Reply Discussion

14 upvotes

12 Replies

steveholley

Participant

July 06, 2018

I called Support looking for a solution to this very problem today. Having to search by name instead of popping into the pipeline is a time killer. ...read more

Kim_GP on July 24, 2017

Customize the close date in deals

When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month. In our industry, the time to close is more around 80 to 90 days. The deal forecast w read more

Reply Idea Deals

334 upvotes

140 Replies

steveholley

Participant

June 07, 2018

The auto population is causing us an issue too. In my business (insurance) we usually do have a decent idea of expected close date (when the current...read more

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