Bryantworks

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Chris Bryant

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Activity

briansweat on January 21, 2023

Cannot set Meeting Outcome or edit Description in Activity list of a record

The Outcome for a Call is really easy to update in the Activity list for a record (e.g., Deal or Ticket). You simply find the Call then click Select an outcome directly in the Activity list and choose an outcome (e.g., Connected). Two clicks. read more

Reply Discussion Deals Meetings Tickets

2 upvotes

2 Replies

Bryantworks

Key Advisor

January 23, 2023

Hey @briansweat , totally agree! It looks like @drewspi had the same idea awhile back here . I'd recommend tossing that idea an upvote as well ...read more

Solved

Simoneponti89 on January 21, 2023

Connecting 4 Salesforce accounts

Hello, Is it possible to connect a HubSpot (Sales Pro) account to 4 different Salesforce accounts? If it is not possible, could a valid alternative be to create 4 different HubSpot accounts (Sales free/starter) and connect them to the 4 diff read more

Reply Discussion Professional

0 upvote

1 Reply

Bryantworks

Key Advisor

January 23, 2023

Hey @Simoneponti89 , This unfortunately isn't possible to sync multiple salesforce accounts to 1 HubSpot account. As for the other HubSpot ac...read more

vilgefo on January 20, 2023

Add value for custom field when user starts conversation in chat

Hi! When user starts discuss in the hubspot chat, hubspot creates a new contact. I need to add value for the custom field for this contact. I tried add this value here (field "market"), but it doesn't work unfortunatelly. $response = $this->cl read more

Reply Discussion Contacts

0 upvote

1 Reply

Bryantworks

Key Advisor

January 23, 2023

Hey @vilgefo , Two quick questions here, is "market" the internal value of the custom property as well as "USA" being the internal value of th...read more

CGrünberg on January 17, 2023

Graph of meetings attended

Hi, As far as I know, we currently have the possibility of creating a graph of meetings booked. However, we want to see a graph of meetings attended (no matter if the sales person created the meeting or simply attended it). I know this is poss read more

Reply Discussion

0 upvote

2 Replies

Bryantworks

Key Advisor

January 17, 2023

Hey Christian, By meetings attended, you just mean with a outcome of "Completed" right? If so, you can make a report off of that by using the ...read more

Solved

CDuffy2 on January 17, 2023

Email addresses attributed to wrong prospect

Hello! I recently created a form which is used by our SDR team to submit contacts to our database, and I get an email notification every time a new prospect’s details have been added. However, I have just noticed that instead of creating a new conta read more

Reply Discussion CRM

0 upvote

1 Reply

Bryantworks

Key Advisor

January 17, 2023

Hey @CDuffy2 , Sorry to hear this has happened. To start with finding the affected emails, there's really not a great way do this but you can...read more

RJChauhan on January 17, 2023

How get multiple choice values

I have choice field which is multiple selecting , but I need the value one by one like following are my choices and I need to get values like this ("h1, h2, h3, h4")

Reply Discussion

0 upvote

3 Replies

Bryantworks

Key Advisor

January 17, 2023

Hey @RJChauhan , for Multicheckbox fields like this HubSpot has them as semi colon delimited. You'd need to run a bit of custom code to transform t...read more

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