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DBläser
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Member since ‎Jul 21, 2021
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Dirk Bläser

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Activity

barthoubn on May 15, 2019
Possibility to disable automatic association to deals
We have set up integration of Hubspot CRM with Gmail. If one of my colleagues emails a contact, this email is automatically associated with the last X open deals where this contact is connected to. For us this does not make sense at all. Let read more
Reply Idea Deals
131 upvotes
84 Replies
DBläser
Participant
February 04, 2022
It works via this setting for outgoing mail. Unfortunately not with the activities within Hubspot. Even with sequences, Hubspot grabs the latest deals...read more
barthoubn on May 15, 2019
Possibility to disable automatic association to deals
We have set up integration of Hubspot CRM with Gmail. If one of my colleagues emails a contact, this email is automatically associated with the last X open deals where this contact is connected to. For us this does not make sense at all. Let read more
Reply Idea Deals
131 upvotes
84 Replies
DBläser
Participant
February 04, 2022
It works via this setting for outgoing mail. Unfortunately not with the activities within Hubspot. Even with sequences, Hubspot grabs the latest deals...read more
DBläser on February 04, 2022
Activities - Assign Records - Overview
Hi, we have some sales partners and customers who have different branch offices. They differ only in the address. When assigning an activity (e.g. note or mail), differentiation is difficult. The domain is also identical. We need each branch of read more
Reply Idea Contacts & Companies
0 upvote
0 Reply
Solved
DBläser on February 01, 2022
Aktivitäten - Datensätze zuordnen - Übersicht
Hi, wir haben bei uns einige Vertriebspartner und Kunden, die verschiedene Niederlasssungen haben. Sie unterscheiden sich nur in der Adresse. Bei der Zuordnung über eine Aktivität (z.B. Notiz oder Mail) fällt die Differenzierung schwer. Die Dom read more
Reply Discussion CRM Sales Hub
1 upvote
4 Replies
DBläser
Participant
February 03, 2022
Hallo @Helli , ich habe das Thema noch nicht in das Ideenforum eingestellt. Nur hier in die Community. Setze es noch ein. Danke für den Hinweis...read more
Solved
DBläser on February 01, 2022
Aktivitäten - Datensätze zuordnen - Übersicht
Hi, wir haben bei uns einige Vertriebspartner und Kunden, die verschiedene Niederlasssungen haben. Sie unterscheiden sich nur in der Adresse. Bei der Zuordnung über eine Aktivität (z.B. Notiz oder Mail) fällt die Differenzierung schwer. Die Dom read more
Reply Discussion CRM Sales Hub
1 upvote
4 Replies
DBläser
Participant
February 03, 2022
Hallo @Helli , ich habe das Thema noch nicht in das Ideenforum eingestellt. Nur hier in die Community. Setze es noch ein. Danke für den Hinweis...read more
Solved
DBläser on February 01, 2022
Aktivitäten - Datensätze zuordnen - Übersicht
Hi, wir haben bei uns einige Vertriebspartner und Kunden, die verschiedene Niederlasssungen haben. Sie unterscheiden sich nur in der Adresse. Bei der Zuordnung über eine Aktivität (z.B. Notiz oder Mail) fällt die Differenzierung schwer. Die Dom read more
Reply Discussion CRM Sales Hub
1 upvote
4 Replies
DBläser
Participant
February 03, 2022
Hallo @Helli , ich habe das Thema noch nicht in das Ideenforum eingestellt. Nur hier in die Community. Setze es noch ein. Danke für den Hinweis...read more
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