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Simon_C
HubSpot Employee
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HubSpot Employee
Miembro desde ‎jun 18, 2019
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CEspinosa38 en Octubre 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?
Responder Conversación CRM Integrations
1 Me gusta
1 Respuestas
Simon_C
HubSpot Employee
Octubre 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...Leer más
SPoh en Octubre 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 Leer más
Responder Conversación
1 Me gusta
2 Respuestas
Simon_C
HubSpot Employee
Octubre 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...Leer más
Simon_C en Octubre 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 Leer más
Responder Conversación Conversations Deals Sales Tickets Workaround Workflows
11 Me gusta
10 Respuestas
Simon_C
HubSpot Employee
Octubre 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...Leer más
Simon_C en Octubre 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 Leer más
Responder Conversación Conversations Deals Sales Tickets Workaround Workflows
11 Me gusta
10 Respuestas
Simon_C
HubSpot Employee
Octubre 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...Leer más
Simon_C en Octubre 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 Leer más
Responder Conversación Conversations Deals Sales Tickets Workaround Workflows
11 Me gusta
10 Respuestas
Simon_C
HubSpot Employee
Octubre 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...Leer más
NicoleSengers en Septiembre 29, 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 Leer más
Responder Idea Conversations Deals
2 Me gusta
1 Respuestas
Simon_C
HubSpot Employee
Octubre 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...Leer más
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