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miki_h
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Member since ‎Aug 7, 2024
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miki_h on August 07, 2024
ミーティングのログを自動で作成するワークフロー
現状のワークフローアクションではプロパティー値の付与や、取引などのレコード作成は可能ですが、ミーティングログなどのアクティビティー作成はできないと認識しています。 例えば、下記のような運用ができたらうれしいです。 ①HUBSPOTの機能「ミーティング日程調整」を使って商談予約が入った際には、該当のコンタクトのミーティングログに「概要欄（日付や時間など）」が含まれた状態でミーティングログが自動で作成されるような仕組み もしくは ②HUBSPOTの機能「ミーティング日程調整」を使っ read more
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