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MPalmer6
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Membro desde ‎nov 28, 2022
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Matt Palmer

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MPalmer6 on Outubro 17, 2024
Adding Sales hub to our Service Hub package - help for integration
Hi Our company are just in the process of adding the Sales and Marketing package to our Service Hub package. But I wanted to get a bit of a head start on looking at the automations, but I have only briefly seen the Sales Hub sections. Leia mais
Responder Discussão Professional
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MPalmer6
Colaborador(a)
Outubro 21, 2024
Thank you Kennedy. 100% in regards to the workflows, as I use many of them now, just in the Service hub, I will re-check out the Academy as not been...Leia mais
MPalmer6 on Outubro 17, 2024
Adding Sales hub to our Service Hub package - help for integration
Hi Our company are just in the process of adding the Sales and Marketing package to our Service Hub package. But I wanted to get a bit of a head start on looking at the automations, but I have only briefly seen the Sales Hub sections. Leia mais
Responder Discussão Professional
0 avaliações positivas
2 Respostas
MPalmer6
Colaborador(a)
Outubro 21, 2024
Thank you Kennedy. 100% in regards to the workflows, as I use many of them now, just in the Service hub, I will re-check out the Academy as not been...Leia mais
Solucionado
MPalmer6 on Outubro 11, 2024
Getting sent notifications when team members complete a task
Hi I have sent up an automation, so when one of my team set up an onboarding ticket they get 6 tasks they must complete assigned to them. I was hoping to have that the tasks would be created when we changed a company status to Client and sel Leia mais
Responder Discussão Workflows
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MPalmer6
Colaborador(a)
Outubro 11, 2024
Yes I think that is right, as the process would be after the welcome email has been sent - create new task for ticket owner - to do the next steps. ...Leia mais
Solucionado
MPalmer6 on Outubro 11, 2024
Getting sent notifications when team members complete a task
Hi I have sent up an automation, so when one of my team set up an onboarding ticket they get 6 tasks they must complete assigned to them. I was hoping to have that the tasks would be created when we changed a company status to Client and sel Leia mais
Responder Discussão Workflows
0 avaliações positivas
4 Respostas
MPalmer6
Colaborador(a)
Outubro 11, 2024
Yes I think that is right, as the process would be after the welcome email has been sent - create new task for ticket owner - to do the next steps. ...Leia mais
Solucionado
MPalmer6 on Outubro 11, 2024
Getting sent notifications when team members complete a task
Hi I have sent up an automation, so when one of my team set up an onboarding ticket they get 6 tasks they must complete assigned to them. I was hoping to have that the tasks would be created when we changed a company status to Client and sel Leia mais
Responder Discussão Workflows
0 avaliações positivas
4 Respostas
MPalmer6
Colaborador(a)
Outubro 11, 2024
Yes I think that is right, as the process would be after the welcome email has been sent - create new task for ticket owner - to do the next steps. ...Leia mais
Solucionado
MPalmer6 on Julho 16, 2024
How to not have our email images save just documents on Hubspot
Hi Is there a way to stop our email icons and images from being saved into the company attachment section? And only save documents? It does not seem to save all of them, as that would be millions but we seem to have many of these: So we Leia mais
Responder Discussão Companies Documents
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MPalmer6
Colaborador(a)
Julho 18, 2024
Awesome. Just done the upvote for that link, thanks again. Hopefully its reviewed as it would be great to have.
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