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JohanB
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Membro desde ‎jan 8, 2018
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gdlybbert on Novembro 29, 2016
Integrate Outlook 365 with Schedule tab / Combine Google Calendar integration with Meetings
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 Leia mais
Responder Idéia Contacts & Companies Integrations Meetings
95 avaliações positivas
77 Respostas
JohanB
Participante
Junho 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...Leia mais
roarkjanis on Abril 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Responder Idéia Contacts & Companies Sales Email Extensions & Add-Ins
376 avaliações positivas
116 Respostas
JohanB
Participante
Junho 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...Leia mais
AndyPitre on Abril 03, 2017
Exchange/Outlook integration for contacts and calendar
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 Leia mais
Responder Idéia Contacts & Companies Integrations Sales Email Extensions & Add-Ins
313 avaliações positivas
90 Respostas
JohanB
Participante
Junho 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 ...Leia mais
kbjornaas on Setembro 20, 2019
Never Log for Meetings and Calendar sync
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 Leia mais
Responder Idéia Meetings
201 avaliações positivas
66 Respostas
JohanB
Participante
Maio 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...Leia mais
roarkjanis on Abril 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Responder Idéia Contacts & Companies Sales Email Extensions & Add-Ins
376 avaliações positivas
116 Respostas
JohanB
Participante
Junho 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...Leia mais
roarkjanis on Abril 08, 2017
Allow attachments received in emails to log to CRM
When logging emails to CRM, allow the attachments to be placed into or linked with the Deal or Contact.
Responder Idéia Contacts & Companies Sales Email Extensions & Add-Ins
376 avaliações positivas
116 Respostas
JohanB
Participante
Junho 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...Leia mais
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