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Eric_Hoyer
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Member since ‎Jul 19, 2024
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Eric Hoyer

I am one of those people that pick up technology easily. I love a challenge and helping disgruntled uses reach an pleasant gruntled state. Coder, Data nerd, Process automation expert and EOS fan.

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Solved
DJohnson4 on August 28, 2024
Hi, I'm looking for some guidance on setting up a slack notification workflow when a meeting in booked. Here is what i'm trying to achieve: Process Overview : A customer fills out an inquiry form on our website. Upon submitting the form, read more
Member
August 28, 2024
Hi David, I am 90% sure the meeting link will be saved on the record and I think it would be under most recent meeting schedule under activities. You...read more
Solved
DJohnson4 on August 28, 2024
Hi, I'm looking for some guidance on setting up a slack notification workflow when a meeting in booked. Here is what i'm trying to achieve: Process Overview : A customer fills out an inquiry form on our website. Upon submitting the form, read more
Member
August 28, 2024
Hi David, I am 90% sure the meeting link will be saved on the record and I think it would be under most recent meeting schedule under activities. You...read more
Mart999 on August 28, 2024
The new multistep form has a different embed code. I can't find documentation on how to add an onsubmit function to this new code. Here is how the current embed code looks. <script src="https://js.hsforms.net/forms/embed/12345678.js" defer read more
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Member
August 28, 2024
Its been a little bit since i have done this, but I am pretty sure i did something like this. I used to GPT to quickly jot out what I did before. How...read more
Solved
RShaw0 on August 27, 2024
I am copying 3 properties from deals into the company via property sync. From there, I am connecting Hubspot to an external CSM tool (Vitally), where those properties will be updated. Is it possible to overwrite the property sync to get the upda read more
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3 Replies
Member
August 28, 2024
What you might run into with Deal property to Company property mapping is the 1 to many relationship between a company and deals. As new deals get ...read more
Solved
PGibson3 on April 16, 2024
Hello all! I'm trying to see if I can setup a workflow to catch something that gets missed here and there if someone is manually entering a contact into HubSpot: The associated Business Unit. I'd like to make a workflow to check if a Contact read more
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2 Replies
Member
August 28, 2024
Another option could be to set up your users into Hubspot Teams representing the business units. Then you can create workflows for Contact, Company a...read more
Eric_Hoyer on August 15, 2024
Meeting rotations seems to be on the right track, however it is missing some basic functionality the other meeting tools have, for basics its missing business hours, and its also missing meeting buffers and scheduling windows. Additionally, you ca read more
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