YoelBA-GDS

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solutions
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Yoel Ben-Avraham

Retired IT professional turned HubSpot & RevOPs Evangelist in his dotage!

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YoelBA-GDS

Top Contributor

December 12, 2024

Reply to Make UTM Medium Editable for Proper Campaign Tracking

We had a similar problem: It would be wonderful if 'WhatsApp' was included in the drop-down list for UTM_SOURCE. As I understand it, HubSpot's workar...read more

Solved

YoelBA-GDS on November 06, 2024

Self Booked Meetings requesting Host to "Join"

We are scratching our heads here! A user creates a meeting in the CRM (on a Contact record), but when he clicks on the link (say in the Google Calendar), it asks them to request to "Join" and wait till the "Host" admits them! Background: the cl read more

Reply Discussion Calendar CRM Meetings

0 upvote

2 Replies

YoelBA-GDS on October 13, 2024

Automatic Copying of Conversation Properties to Create Contact Form

Due to several factors, our agents receive many incoming calls to the Conversation Inbox without sufficient information to create a Contact. When they return the Call and ask for the additional needed information, when they select + Add Contact, Hub read more

Reply Idea Contacts & Companies Conversations

0 upvote

0 Reply

Solved

YoelBA-GDS on July 19, 2024

Updating Product Property via Workflow

I'm not hopeful but I have to ask! 🙄 Is there away to change a Product property with a Workflow?

Reply Discussion Sales Workflows

1 upvote

2 Replies