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JohanB
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Miembro desde ‎ene 8, 2018
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gdlybbert en Noviembre 29, 2016
These two things should not be separate. They should be managed by one central calendar integration service that can be used for Meetings links or the Schedule tab in the CRM: https://knowledge.hubspot.com/articles/kcs_article/integrations/how-do Leer más
Participante
Junio 20, 2018
Same here. We really need this 2-way integration. We need to be able to schedule meetings in outlook and have them appear as activities on relevant d...Leer más
roarkjanis en Abril 08, 2017
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Participante
Junio 05, 2018
@arickp does this work in your account? I have just tested here and nothing get attached to deal, contact or company. This might mean that the feat...Leer más
AndyPitre en Abril 03, 2017
Sales people use Outlook, period. And because that's what they use, that's where the information should be at. Best way to achieve this would be via Exchange integration so that people would have access to the same information even on their mobile Leer más
Participante
Junio 01, 2018
@AndyPitre really curious to hear an update on this. We really need meetings created/updated in Office 365 to be created/updated on relevant deals ...Leer más
kbjornaas en Septiembre 20, 2019
In order to use the meetings tool, you have to use the Google Calendar Integration. Unfortunately, this syncs ALL meetings, including internal meetings that have no reason to be in the CRM and this generates inaccurate reporting. A couple of Leer más
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67 Respuestas
Participante
May 30, 2018
@dpurdy - you mean in such a way that the meeting will be registered in HubSpot as a meeting on the specified time and with the specified participa...Leer más
roarkjanis en Abril 08, 2017
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Participante
Junio 05, 2018
@arickp does this work in your account? I have just tested here and nothing get attached to deal, contact or company. This might mean that the feat...Leer más
roarkjanis en Abril 08, 2017
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Participante
Junio 05, 2018
@arickp does this work in your account? I have just tested here and nothing get attached to deal, contact or company. This might mean that the feat...Leer más
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