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BrendanPfahlert
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Mitglied seit ‎Okt 6, 2021
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Brendan Pfahlert

RevOps leader with a background in sales, SEP and CRM management.

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Gelöst
erink1 on August 02, 2021
Hey HubSpot community! Question about collecting documents. So we are looking into an integration where we would be able to collect documents, have a checklist for the uploader and reminders that send. We have stumbled upon a company called COLLECT Beitrag ansehen
0 Likes
7 Antworten
Mitwirkender/Mitwirkende
September 01, 2024
Hey Jordan, are you able to use tools like Zapier or API's? If so FileInvite can be utilized to acheive this.
RBetts on Februar 16, 2022
My company is transitioning from pipedrive where in the pipeline view you can see a Green, Red, Yellow, or Grey Dot on your deal cards depending on if the associated activity is due today, over due, no activity is assosiated, or if it has an activit Beitrag ansehen
1 Likes
1 Antwort
Mitwirkender/Mitwirkende
Juli 17, 2024
This could likley be done with deal tags
r2davis3 on September 14, 2017
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
492 Likes
188 Antworten
Mitwirkender/Mitwirkende
März 17, 2024
For those of you that are Master Admin users, one (slightly painfull) workaround is to log in as the user from the User Admin space, and enroll conta...Beitrag ansehen
williamwright on Februar 21, 2020
When a customer service agent handles a conversation from email, message or chat it would be nice to assign an issue category, so an agent can flag the conversation as: shipping issue, or missing account information. So within dashboards dire Beitrag ansehen
234 Likes
67 Antworten
Mitwirkender/Mitwirkende
Juli 23, 2023
I'd also like this.
Gelöst
erink1 on August 02, 2021
Hey HubSpot community! Question about collecting documents. So we are looking into an integration where we would be able to collect documents, have a checklist for the uploader and reminders that send. We have stumbled upon a company called COLLECT Beitrag ansehen
0 Likes
7 Antworten
Mitwirkender/Mitwirkende
September 01, 2024
Hey Jordan, are you able to use tools like Zapier or API's? If so FileInvite can be utilized to acheive this.
Gelöst
PJMcDermott on November 21, 2022
Law firm admin here, Looking for a solution to enable us to: 1. request sensitive documents from client prospects 2. allow them to upload 3. alert us when docs have been uploaded 4. store them securely 5. find them (or a link to them) with Beitrag ansehen
0 Likes
14 Antworten
Mitwirkender/Mitwirkende
Dezember 04, 2022
That's us! Brendan here from FileInvite - also a HubSpot admin so know both tools well. FileInvite is best used when you know what information you ...Beitrag ansehen
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