Does anybody know if there is a way to connect a chat transcript to a contact when you receive their email address? the chat doesn't show up in the contacts activity/tasks/email/notes/calls overview. It would be really helpful to have this.
Whenever contacts put other/new contacts in the cc, they are created as a new contact in Hubspot. This is a great feature. But these contacts are created as a 'lead'. I think it's better to created them as a different status, for instance as a 'sub read more
Does anybody know if there is a way to connect a chat transcript to a contact when you receive their email address? the chat doesn't show up in the contacts activity/tasks/email/notes/calls overview. It would be really helpful to have this.
Whenever contacts put other/new contacts in the cc, they are created as a new contact in Hubspot. This is a great feature. But these contacts are created as a 'lead'. I think it's better to created them as a different status, for instance as a 'sub read more