@hhiggins Real world scenario: We have customers use a meeting link to schedule a time with our insurance claims pros to meet with the custome...read more
What @karstenkoehler recommended is something we use quite a bit in our systems. We will do this for partial sentences as well... "Now that you are...read more
What you are looking for is a connected Inbox. It's the second part of this article: https://knowledge.hubspot.com/connected-email/choose-an-inbox...read more
I've seen a couple of posts on this but not a true solution. I am hoping that Hubspot has a native way of handling this vs a custom interface or Zapier integration. I received the "ANGI Leads NEW JSON Lead Feed" document which very awkwardly ex read more
Unfortuantely, you would need to copy the info into the contact. We do this with entire blocks of text as well. So Object Property A copies to Contac...read more
You may want to consider a slightly different process. You can go to the line items section of the deal and add the products there. Then there is a b...read more
I've seen a couple of posts on this but not a true solution. I am hoping that Hubspot has a native way of handling this vs a custom interface or Zapier integration. I received the "ANGI Leads NEW JSON Lead Feed" document which very awkwardly ex read more