We use CallRail for our phone leads and whenever someone calls in, CallRail will create a contact within Hubspot with the name and phone number. It will also populate "CallRail" in the Record Source Detail 1. If they decide to move forward with 続きを読む

Our dashboard has a few charts that show things like contacts per location by month and more. We recently integrated and imported all of our contacts that we used to have in Pipedrive since we stopped using it and wanted to get them into Hubspo 続きを読む

We use workflows to send emails to our customers throughout their program with us which is usually 20 weeks long and they get around 4 check in emails throughout that time. The sales team would like to be able to go into a contact and see whic 続きを読む

We have automations for our current customers where they get check in emails throughout a 20 week period. There are usually 3-4 emails during that time period. What I am wondering is if we can bypass a check in email being sent without completely st 続きを読む