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bmsfox
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Member since ‎Oct 29, 2022
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Ben Fox

Independent consultant focused on CRM, go-to-market systems, and program optimization

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Gafana on July 03, 2023
Automatically logging all Ringcentral calls into Hubspot
We are currently using the Ringcentral for Hubspot integration. What we need is to be able to automatically log all inbound and outbound calls to the associated Hubspot contact record. I see that this can be done if the calls are managed directly read more
Reply Discussion Calling CRM Integrations
1 upvote
10 Replies
bmsfox
Contributor
July 27, 2023
Ah I see it now, gives me heartburn looking at this, but if it works I will run with it!
bmsfox on July 25, 2023
Data Sync with RingCentral
I am implementing RingCentral with a client, despite the documentation not being the best, and reviews being a bit concerning, so far so good! I have not touched Data Sync yet and want to get some ideas as to which configutations is best? My read more
Reply Discussion Professional
0 upvote
7 Replies
bmsfox
Contributor
July 27, 2023
Hi @Gafana , thanks for replying, very much what I am trying to sovle for. What is the " crazy round-about solution" you you did?
bmsfox on July 25, 2023
Data Sync with RingCentral
I am implementing RingCentral with a client, despite the documentation not being the best, and reviews being a bit concerning, so far so good! I have not touched Data Sync yet and want to get some ideas as to which configutations is best? My read more
Reply Discussion Professional
0 upvote
7 Replies
bmsfox
Contributor
July 27, 2023
Hi @Gafana , thanks for replying, very much what I am trying to sovle for. What is the " crazy round-about solution" you you did?
bmsfox on July 25, 2023
Data Sync with RingCentral
I am implementing RingCentral with a client, despite the documentation not being the best, and reviews being a bit concerning, so far so good! I have not touched Data Sync yet and want to get some ideas as to which configutations is best? My read more
Reply Discussion Professional
0 upvote
7 Replies
bmsfox
Contributor
July 27, 2023
Hi @Gafana , thanks for replying, very much what I am trying to sovle for. What is the " crazy round-about solution" you you did?
Kidomu on March 09, 2021
Dynamic due date for tasks
Currently, a due date for a task can be set to a specific date or a set number of days from task creation. Suggestion: allow task due date to be set in relation to a date property on an associated record Example use case: use a deal-bas read more
Reply Idea Tasks Workflows
63 upvotes
19 Replies
bmsfox
Contributor
June 27, 2023
I would like to create a task in a workflow and set the due date/time to be in hours from the trigger time. For example, a Deal is assigned to a Sale...read more
DaveStone on April 13, 2023
Ability to export "entered stage date"
The field "entered stage date" is already being captured. This would be a very useful piece of information as we analize the bottle necks in the pipeline. I understand not being able to provide the "days in stage", as its an aggregate but not being read more
Reply Idea Deals
2 upvotes
1 Reply
bmsfox
Contributor
June 21, 2023
Big upvote, this is major limiting feature for us as this data is really useful for us to work with inside and outside of Hubspot. Our specific u...read more
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