Marine

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Marine Vienney

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Marine on February 18, 2021

Quote integration in Salesforce

Hello, Is having the quotes integrated with Salesforce a project? Today, the Hubspot forms show up in Salesforce as activities but not the quotes. We are not syncing our deals with Salesforce so having the quote showing up in the salesforce cont read more

Reply Idea Quotes Salesforce Integration

9 upvotes

0 Reply

Marine on February 18, 2021

Send quote email notifications to "contact owner" in quote workflow

The only notification possible from a quote workflow is to send an email to the "quote-deal owner / a person / a team" but not the "contact owner" which is very limiting for our use. Our quote owners are inside sales people but we need to send m read more

Reply Idea Workflows

2 upvotes

1 Reply

Naomi78 on May 03, 2018

Product synching with Salesforce

It would be great if products information for an opportunity was included in the Salesforce integration. At the moment, opportunities/deals are passed from SF into hubspot without the products attached.

Reply Idea Integrations

128 upvotes

45 Replies

Marine

Participant

February 18, 2021

+1 - We are using the quote tool since a few weeks now and are discovering its limitations. We need the quotes/deals to be fully added in SF (quote ...read more

SMS1 on June 18, 2019

Post Chat Survey

Please create the ability in the Chat tool to add a post-chat survey where I can configure the questions. There should be a mix of options for the question field type to set up the survey i.e. Dropdown, Stars, text box, etc. Something like t read more

Reply Idea Conversations Feedback Surveys

249 upvotes

110 Replies

Marine

Participant

June 01, 2020

Please we need this!

EvanS on June 28, 2017

Salesforce Integration for Conversations

As a sales organization, we tie everything back into Salesforce. Love the messages feature, but we have no mechanism to pull chat logs or chat metadata into Salesforce at this time. A mechanism to pull this data into Salesforce would be read more

Reply Idea Conversations Integrations

83 upvotes

29 Replies

Marine

Participant

May 20, 2020

Much needed feature for us too! Our external reps only have access to Salesforce not Hubspot and can't know if a chat happened with their customer.

bellawu on April 06, 2017

Workflow Error Notifications

Receive a notification for whenever one of my workflows encounters an error. This would avoid missing leads in real time due to undetected errors. http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/15774616-workflow-error-not read more

Reply Idea Workflows

333 upvotes

103 Replies

Marine

Participant

April 20, 2020

Yes please add me to the beta list. We highly need a way to get some notifications for workflow errors.

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