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ColeGailus
HubSpot Employee
HubSpot Employee
Mitglied seit ‎Feb 23, 2017
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Cole Gailus

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Aktivität

EvanS on Juni 28, 2017
Salesforce Integration for Conversations
As a sales organization, we tie everything back into Salesforce. Love the messages feature, but we have no mechanism to pull chat logs or chat metadata into Salesforce at this time. A mechanism to pull this data into Salesforce would be Beitrag ansehen
Antworten Idee Conversations Integrations
83 Likes
29 Antworten
ColeGailus
HubSpot Employee
September 12, 2018
At this time, it is not an option to sync messages chats or email interactions from Conversations to contact/lead records in Salesforce. Just like t...Beitrag ansehen
TommiEnenkel on September 19, 2017
Preventing contacts from reenrolling in workflows after a merge
Right now, merging a secondary contact into a primary contact might reenroll the primary contact in workflows that have already been completed for the secondary contact. This does not make sense for workflows that are configured to enroll contact Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
64 Likes
28 Antworten
ColeGailus
HubSpot Employee
September 04, 2018
This issue is also addressed in the idea forum post Preventing contacts from reenrolling in workflows after a merge .
TommiEnenkel on September 19, 2017
Preventing contacts from reenrolling in workflows after a merge
Right now, merging a secondary contact into a primary contact might reenroll the primary contact in workflows that have already been completed for the secondary contact. This does not make sense for workflows that are configured to enroll contact Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
64 Likes
28 Antworten
ColeGailus
HubSpot Employee
September 04, 2018
This issue is also addressed in the idea forum post Preventing contacts from reenrolling in workflows after a merge .
SMS1 on Juni 18, 2019
Post Chat Survey
Please create the ability in the Chat tool to add a post-chat survey where I can configure the questions. There should be a mix of options for the question field type to set up the survey i.e. Dropdown, Stars, text box, etc. Something like t Beitrag ansehen
Antworten Idee Conversations Feedback Surveys
249 Likes
110 Antworten
ColeGailus
HubSpot Employee
August 23, 2018
It would be helpful to be able to trigger the automatic sending of a Customer Support Survey through a method other than a ticket closing. For ex...Beitrag ansehen
Sean_AGI on Juni 07, 2018
See what users are searching for in knowledge base
I've reached out to HubSpot support to get the Google Analytics workaround for this, but it would be great if there was a built-in way to see what users are searching for in the knowledge base. Ultimately, we want to know when users are searchi Beitrag ansehen
Antworten Idee Knowledge Base
9 Likes
7 Antworten
ColeGailus
HubSpot Employee
August 07, 2018
I would like to suggest that this idea be extended to include the site search module as well. It would be helpful to know what visitors to a site a...Beitrag ansehen
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