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 Leia mais

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 Leia mais

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).

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 Leia mais

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 Leia mais

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 Leia mais