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YGalan
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Member since ‎Sep 13, 2021
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Yazmine Galan

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YGalan on September 22, 2021
Creating a Workflow for Associating Calls to Contacts and Companies
Hi, I would like to set up a workflow that creates a task for myself whenever a new Zoom call gets logged, but I'm not sure which triggers to use. Any suggestions? PS: We need this workflow because when we use a direct Zoom link, our associa read more
Reply Discussion Professional
1 upvote
5 Replies
YGalan
Participant
September 26, 2021
Hi Christina, Thanks for getting back to me! Yep, we already use the call function on Hubspot and it's been associating the contacts perfectly. W...read more
Solved
YGalan on September 22, 2021
Creating a Workflow for Associating Calls to Contacts and Companies
Hi, I would like to set up a workflow that creates a task for myself whenever a new Zoom call gets logged, but I'm not sure which triggers to use. Any suggestions? PS: We need this workflow because when we use a direct Zoom link, our associa read more
Reply Discussion Professional
1 upvote
5 Replies
YGalan
Participant
September 26, 2021
Hi Christina, Thanks for getting back to me! Yep, we already use the call function on Hubspot and it's been associating the contacts perfectly. W...read more
Solved
YGalan on September 20, 2021
Creating Meeting Links for Other Users
Hi, I'm trying to create meeting links for one of our sales reps, but I always get an error that there's a problem with creating the link, though it wouldn't prompt what the error is. Any suggestions? Thank you!
Reply Discussion Professional
0 upvote
4 Replies
YGalan
Participant
September 22, 2021
Hi Natsumi, Good question - I am not a Super Admin user. Would our Super Admin be able to enable access for me to create meeting links for other ...read more
Solved
YGalan on September 20, 2021
Creating Meeting Links for Other Users
Hi, I'm trying to create meeting links for one of our sales reps, but I always get an error that there's a problem with creating the link, though it wouldn't prompt what the error is. Any suggestions? Thank you!
Reply Discussion Professional
0 upvote
4 Replies
YGalan
Participant
September 22, 2021
Hi Natsumi, Good question - I am not a Super Admin user. Would our Super Admin be able to enable access for me to create meeting links for other ...read more
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