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MStaAna
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Marvin Sta. Ana

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Marialll2694 on Agosto 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, Leia mais
Responder Idéia Conversations
3 avaliações positivas
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MStaAna
Membro
Setembro 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...Leia mais
manugonzalez on Março 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 Leia mais
Responder Discussão Professional
0 avaliações positivas
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MStaAna
Membro
Setembro 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...Leia mais
Solucionado
joedillon95 on Fevereiro 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 Leia mais
Responder Discussão Workflows
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MStaAna
Membro
Setembro 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...Leia mais
Solucionado
StellaI on Março 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 Leia mais
Responder Discussão Integrations Meetings Workflows
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MStaAna
Membro
Setembro 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...Leia mais
TrevorReeves on Março 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 Leia mais
Responder Discussão Forms Professional
9 avaliações positivas
5 Respostas
MStaAna
Membro
Agosto 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...Leia mais
Billsen on Junho 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 Leia mais
Responder Discussão Campaign Analytics Contacts Analytics
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2 Respostas
MStaAna
Membro
Agosto 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...Leia mais
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