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  1. Push a meeting sync to HubSpot if initial creation failed

    3 votes

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    0 comments  ·  Integrations » CRM Actions  ·  Admin →
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    Mary Harling shared this idea  · 

  2. Execution Delay Step in Concierge Workflow

    2 votes

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    1 comment  ·  Integrations » Salesforce  ·  Admin →
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    Mary Harling commented  · 

    We have meetings that are created with no name and the cc email without a link to the Prospect in HubSpot. Chili Piper's suggestion was to let Chili Piper create the contact, but we are unable to do so since we use the HubSpot tracking pixel and contacts are created upon FormSubmit (we cannot change this for a variety of reasons). This only seems to be an issue if the prospect books immediately when presented with the scheduler. If we could configure a delay of just a few seconds, I think this issue could be solved.

    Mary Harling supported this idea  · 

  3. Update HubSpot meeting record outcome to Completed

    11 votes

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    1 comment  ·  Integrations » HubSpot CRM  ·  Admin →
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    Mary Harling shared this idea  ·