We have to create a Automated Email Report daily that send contact activities at 7.00am .The fields that we required in the Search are:- Customer ID Contact: Name and Company Name Activities from under the Communications tab Phone call “Status completed” Event “Status complete” Task should be excluded Message notes from within the “Phone Call or Event” Last Modified Date… Continue reading Activity Search
Tag: activities
Hubspot integration of activities
Integrating phone calls, emails, and notes from Hubspot to Netsuite. Details: Initiate an integration with OAuth 2.0: to do the initial authentication and to get the redirect url for creating refresh token Example Authorization URL: Sending a user to this URL will ask the user to approve access to contacts and workflows: https://app.hubspot.com/oauth/authorize?client_id=xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx&scope=contacts%20automation&redirect_uri=https://www.example.com/ If they… Continue reading Hubspot integration of activities