Profil

Simon_C
HubSpot Employee
(He/him)
HubSpot Employee
Mitglied seit ‎Jun 18, 2019
Nachricht senden
  • Lösungen
    1
  • Antworten
    6
  • Likes vergeben
    73
  • Likes erhalten
    22
  • Ideenforum
    0

Info

Um Nutzerprofile anzusehen, musst du in der Community angemeldet sein oder einen kostenlosen HubSpot-Account verwenden.

Freunde

Simon Conroy

Dieser Benutzer hat noch keine Beschreibung erstellt. Bearbeite Dein Profil hier.

Aktivität

CEspinosa38 on Oktober 28, 2022
Microsoft Teams integration Bot not working
Hi! Im trying to integrate Hubspot with Micorosft Teams, i have done everything this article says , but sitll getting an error in teams when trying to verify the account. Am i doing something wrong? what else do i need to do?
Antworten Diskussion CRM Integrations
0 Likes
1 Antwort
Simon_C
HubSpot Employee
Oktober 28, 2022
Hey @CEspinosa38 In this case I would reach out to our Support team via the Help icon in the navigation of your portal and request a call back (Hel...Beitrag ansehen
SPoh on Oktober 28, 2022
Automated Workflow to Update Deal Company when Primary Contact is Added
Hi all, I am looking to create an automated workflow: Trigger is: 1. Deal is in any pipeline 2. Deal is created in the last 7 days 3. Associated Contact More than equals to 1 4. Primary Company is Missing Actions: Primary Company property of Beitrag ansehen
Antworten Diskussion
1 Likes
2 Antworten
Simon_C
HubSpot Employee
Oktober 28, 2022
Hi @SPoh ! So if your team create their Deals directly from the Contact record, like demonstated in my attached GIF, the Create Deal form will auto...Beitrag ansehen
Simon_C on Oktober 26, 2022
How to automatically create a Deal record via Conversations Inbox email channel
Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this further to the Deal object is not something that is currently Beitrag ansehen
Antworten Diskussion Conversations Deals Sales Tickets Workaround Workflows
9 Likes
7 Antworten
Simon_C
HubSpot Employee
Oktober 28, 2022
@Jnix284 Ah okay! 😅 I was wondering since I tested again just now using a user without any assigned paid seat and assignmnet worked as it should...Beitrag ansehen
Simon_C on Oktober 26, 2022
How to automatically create a Deal record via Conversations Inbox email channel
Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this further to the Deal object is not something that is currently Beitrag ansehen
Antworten Diskussion Conversations Deals Sales Tickets Workaround Workflows
9 Likes
7 Antworten
Simon_C
HubSpot Employee
Oktober 28, 2022
@Jnix284 Ah okay! 😅 I was wondering since I tested again just now using a user without any assigned paid seat and assignmnet worked as it should...Beitrag ansehen
Simon_C on Oktober 26, 2022
How to automatically create a Deal record via Conversations Inbox email channel
Hello HubSpot community! My name is Simon and I work on the HubSpot Support team. Currently HubSpot supports automated Ticket creation via the Conversations Inbox. Taking this further to the Deal object is not something that is currently Beitrag ansehen
Antworten Diskussion Conversations Deals Sales Tickets Workaround Workflows
9 Likes
7 Antworten
Simon_C
HubSpot Employee
Oktober 28, 2022
@Jnix284 Ah okay! 😅 I was wondering since I tested again just now using a user without any assigned paid seat and assignmnet worked as it should...Beitrag ansehen
NicoleSengers on September 28, 2021
Create deals from the conversations inbox
I would love to be able to use a leads inbox in conversations, or a facebook messenger chat conversation to create a deal directly from the conversations inbox. This functionality would allow inbox leads to be created automatically without needing t Beitrag ansehen
Antworten Idee Conversations Deals
2 Likes
1 Antwort
Simon_C
HubSpot Employee
Oktober 26, 2022
Hi @NicoleSengers I may have a workaround for you here https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/How-to-automatically-cre...Beitrag ansehen
Neueste Beiträge anzeigen
Speichere bestimmte Beiträge, um schnell auf die hilfreichsten Diskussionen zugreifen zu können.
Erste Schritte
Aller Anfang ist schwer! Leg am besten damit los, uns ein wenig mehr über deine Interessen zu erzählen.
Profil ausfüllen

Following

Community-Abzeichen

Meine Gruppen

Finde Gleichgesinnte mit gemeinsamen Interessen, indem du den passenden Gruppen beitrittst. Hier sind einige unserer aktuellen Favoriten – oder verschaffe dir [hier] einen Überblick über alle Gruppen.
  • badge
    Content Marketing

    A place for content marketers to share ideas, learn, network, and be inspired.

  • badge
    Social Media

    A place for social media professionals to share ideas, learn, network, and be inspired.

  • badge
    HubFans

    A spot for HubSpot fans to connect and grow.