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whitneyparker
Participant | Partenaire solutions Diamond
Participant | Partenaire solutions Diamond
Membre depuis ‎nov. 9, 2017
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  • Mentions J'aime ajoutées
    19
  • Mentions J'aime obtenues
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BLee4 le Mars 04, 2021
Send external email alerts from a workflow
Hi! In Salesforce we currently have the ability to send email external email alerts from a workflow. We can set up the criteria/trigger such as Account Name contains ____________ and Account created equals __________ . When a Company Record Lire la suite
Répondre Idée Workflows
5 Mentions J'aime
2 Réponses
whitneyparker
Participant | Partenaire solutions Diamond
Novembre 08, 2021
Yes -- we have a similar use case where we are trying to trigger alerts when exceptions or potential errors show up on our records, and we need to al...Lire la suite
AndyPitre le Avril 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla Lire la suite
Répondre Idée Deals
1385 Mentions J'aime
447 Réponses
whitneyparker
Participant | Partenaire solutions Diamond
Mars 02, 2021
I am seeing the same issue with "Something Went Wrong" message every time I try to change the settings.
AndyPitre le Avril 04, 2017
Customized "Deal Cards" in Deals Dashboard
I'd like to be able to control which properties appear on the "card view" in the Deals Dashboard. Default is... - Deal Name - Amount - Close Date - Attached Contacts I'd like to be able to select my own 4 attributes, so that the at-a-gla Lire la suite
Répondre Idée Deals
1385 Mentions J'aime
447 Réponses
whitneyparker
Participant | Partenaire solutions Diamond
Mars 02, 2021
I am seeing the same issue with "Something Went Wrong" message every time I try to change the settings.
golfpromal le Février 14, 2017
GoToMeeting integration to Meetings
I use the meeting tool extensively in my business. All of my customer meetings are handled remotely and I use GoToMeeting for each. My HubSpot Meeting tool is connected to my Google Calendar, and my GoToMeeting instance is connected to my Google C Lire la suite
Répondre Idée Integrations Meetings
107 Mentions J'aime
53 Réponses
whitneyparker
Participant | Partenaire solutions Diamond
Novembre 05, 2018
Yes please!! Integrating Zoom and GoToMeeting would be amazingly helpful. Right now Sales Users have to followup manually from RoundRobin assignments...Lire la suite
vinnypoliseno le Mai 25, 2017
Admin View of All Users Meeting Links
Right now I have 24 users who are using HubSpot Sales Pro extensively the Meetings feature. It would be nice to have an Admin view to see all the Meetings that are created for my whole organization or broken into teams. To get around this I've c Lire la suite
Répondre Idée Meetings
198 Mentions J'aime
60 Réponses
whitneyparker
Participant | Partenaire solutions Diamond
Octobre 21, 2018
Yes please! As an agency partner who configures these for multiple clients, it would be super helpful!
Daria le Mars 31, 2017
Social Media Post Approval Process or Workflow
The only thing stopping us from getting rid of SpredFast and using Hubspot completely is the Social Media Post approval process. We work in an environment where content, even social posts of certain kinds, need to be approved. It would be nice to a Lire la suite
Répondre Idée Social Media
56 Mentions J'aime
32 Réponses
whitneyparker
Participant | Partenaire solutions Diamond
Mars 05, 2018
Please! As a partner agency publishing across many accounts, a workflow tool would be incredible. For now we are using HeyOrca, but to manage complex...Lire la suite
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