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Simon_C
HubSpot Employee
(He/him)
HubSpot Employee
Member since ‎Jun 18, 2019
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Simon Conroy

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CEspinosa38 on October 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?
Reply Discussion CRM Integrations
0 upvote
1 Reply
Simon_C
HubSpot Employee
October 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...read more
SPoh on October 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 read more
Reply Discussion
1 upvote
2 Replies
Simon_C
HubSpot Employee
October 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...read more
Simon_C on October 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 read more
Reply Discussion Conversations Deals Sales Tickets Workaround Workflows
9 upvotes
7 Replies
Simon_C
HubSpot Employee
October 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...read more
Simon_C on October 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 read more
Reply Discussion Conversations Deals Sales Tickets Workaround Workflows
9 upvotes
7 Replies
Simon_C
HubSpot Employee
October 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...read more
Simon_C on October 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 read more
Reply Discussion Conversations Deals Sales Tickets Workaround Workflows
9 upvotes
7 Replies
Simon_C
HubSpot Employee
October 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...read more
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 read more
Reply Idea Conversations Deals
2 upvotes
1 Reply
Simon_C
HubSpot Employee
October 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...read more
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