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MStaAna
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Member since ‎Jun 7, 2021
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Marialll2694 on August 25, 2020
Shared inbox with seamless integrations
Hi HubSpot! First off, let me say I love you guys 🙌 you seem to really take your "idea" forum seriously. I would love to see a shared inbox for sales teams integrated to the hubspot chat as well as messaging channels (email, whatsapp, SMS, read more
Reply Idea Conversations
3 upvotes
1 Reply
MStaAna
Member
September 21, 2021
Hi, I hope this suggestion of mine is not too late. I agree that other messaging apps like Twilio and Messagebird have limited features when it come...read more
manugonzalez on March 09, 2021
Appointment & Meeting Scheduler
Hello, these are the key features we need to implement: 1. Our staff need to set their availability 2. Out clients need to schedule a meeting based on our staff availability Additional notes: Point #1 could happen inside HubSpot boundari read more
Reply Discussion Professional
0 upvote
2 Replies
MStaAna
Member
September 21, 2021
There are several online scheduling tools out there that you can try. In my opinion, the best one you can use that you can integrate into HubSpot is...read more
Solved
joedillon95 on February 28, 2020
How to know when meeting is booked via Calendly?
Hello guys, I have an email going out from Calendly, but I'd like some automations to happen WITHIN hubspot to know when a meeting is booked b/c I want to create a workflow to create a deal automatically when a Calendly meeting is booked. An read more
Reply Discussion Workflows
0 upvote
11 Replies
MStaAna
Member
September 20, 2021
It looks like this problem has already been solved, but if you want an advanced scheduling tool that easily notifies you when a meeting is booked, I...read more
Solved
StellaI on March 23, 2021
Calendly Integration - How to get the info into contact properties?
Hi Community! I have a problem concerning our Calendly Integration. When I create an event, a participant needs to answer questions in order to be registered for the meeting/event. Now I want to have these answers transferred to specific contact read more
Reply Discussion Integrations Meetings Workflows
0 upvote
12 Replies
MStaAna
Member
September 20, 2021
Hi Stellal! As LAmabile said, you are not alone when it comes to this issue. I encountered the same problem when I was creating an online even...read more
TrevorReeves on March 15, 2021
Meeting routing by territory rep
Hi, I'm looking to see if there has been any progress on the hubspot forms routing. I haven't been able to find an easy solution to route my prospects to scheduling demos on their own based on sales territories and prospect segments. ie. Ste read more
Reply Discussion Forms Professional
9 upvotes
5 Replies
MStaAna
Member
August 23, 2021
Lead Routing is indeed a complicated process. You want to optimize the customer experience as much as possible to guarantee the highest conversio...read more
Billsen on June 05, 2020
Reporting on Meetings Booked in Calendly from a Workflow
Here's what I am trying to do..... I have a seven email workflow, with the goal to be booking a meeting with our sales reps on Calendly. (Already integrated) In my workflow, I have the overall goal to be Activity->Meeting name "contains Calendl read more
Reply Discussion Campaign Analytics Contacts Analytics
0 upvote
2 Replies
MStaAna
Member
August 23, 2021
Hi Billsen! This sounds like a headache. As you've said, “ran out of creative profanity”, then I would like to offer a more drastic approach: consid...read more
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