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Roger
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Member since ‎Mar 27, 2017
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Roger Meili

Your expert in: Hubspot COS | Inbound Marketing | Content Marketing | Marketing Automation | Lead Generation & CRM - since 2014 Hubspot Partner - Platinum status | experience in integrating Hubspot with different solutions, such as MS Dynamics, Salesforce, M-Soft, BORM, PeakSolution, Abacus, Bexio

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Roger
Contributor
February 18, 2025
Reply to How to restrict user to create deal on company he does not own?
Restrict creating a deal of company the user don't own We have exactly the same problem. It should be possible to see a company, but if the permiss...read more
Roger
Contributor
December 28, 2024
Reply to Downloading a Quote as a Word Doc
Hi I don't know your mentioned app. But to create a Word document directly out of HubSpot, you use best ChiliDocs. You can create as much Word tem...read more
Roger
Contributor
December 28, 2024
Reply to Exporting deal details to PDF or Word
Hi Keegan yes it works perfectly. Have a look on our Youtube Channel for ChiliDocs Kind regards Roger
Roger
Contributor
December 28, 2024
Reply to Exporting properties to word doc
Hi there, I am not shure, if it's still a need. But now you could use ChiliDocs to send any data from your HubSpot CRM you which to your Word docum...read more
Roger
Contributor
December 04, 2024
Reply to Reset passwords for clients
This is an absolute must. Please!
Roger
Contributor
November 13, 2024
Reply to Adding social posts to HS campaigns
Hi Jenny, Is there any news on that topic. It would be very much appreciated. Thanks, Roger
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