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scottstirling
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Member since ‎Apr 17, 2018
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Scott Stirling

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rgriss on August 16, 2021
We recently upgraded to sales enterprise. We are using a quote-based workflow. We want to build several notifications: for example, when a deal reaches a stage called "complete", but the customer has not yet paid their invoice, we want to send a r read more
25 upvotes
8 Replies
RyC
Member
September 20, 2022
Please add this feature. I tried the using the personalization tokens in a marketing email as suggested by @eterobby but couldn't get the correct...read more
etautiva on April 24, 2017
If HubSpot has already collected information such as First Name, Last Name, and Email in a COS Page form, then this information should be able to prepopulate when booking a Meeting in Sales Pro. For example, if Jane submits a form on a landing page read more
Member
June 07, 2022
I was searching for a way to pre-populate meeting form with first name/last name/email, and ideally complete booking in one click. But this article i...read more
etautiva on April 24, 2017
If HubSpot has already collected information such as First Name, Last Name, and Email in a COS Page form, then this information should be able to prepopulate when booking a Meeting in Sales Pro. For example, if Jane submits a form on a landing page read more
Member
June 07, 2022
I was searching for a way to pre-populate meeting form with first name/last name/email, and ideally complete booking in one click. But this article i...read more
etautiva on April 24, 2017
If HubSpot has already collected information such as First Name, Last Name, and Email in a COS Page form, then this information should be able to prepopulate when booking a Meeting in Sales Pro. For example, if Jane submits a form on a landing page read more
Member
June 07, 2022
I was searching for a way to pre-populate meeting form with first name/last name/email, and ideally complete booking in one click. But this article i...read more
etautiva on April 24, 2017
If HubSpot has already collected information such as First Name, Last Name, and Email in a COS Page form, then this information should be able to prepopulate when booking a Meeting in Sales Pro. For example, if Jane submits a form on a landing page read more
Member
June 07, 2022
I was searching for a way to pre-populate meeting form with first name/last name/email, and ideally complete booking in one click. But this article i...read more
etautiva on April 24, 2017
If HubSpot has already collected information such as First Name, Last Name, and Email in a COS Page form, then this information should be able to prepopulate when booking a Meeting in Sales Pro. For example, if Jane submits a form on a landing page read more
Member
June 07, 2022
I was searching for a way to pre-populate meeting form with first name/last name/email, and ideally complete booking in one click. But this article i...read more
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