The Proposify <> HubSpot integration will automatically create a note each time a prospect views a proposal.
It’s cool to know a prospect viewed it maybe once, but spamming the notes section 30+ times as prospects reference their Proposal during the end of a sales process is drowning out all of the important notes from our team - leading to a lot of missed context or sifting through Proposify spam to find past notes.
Is there a way to delete these notes via a Workflow - or turn this feature off?
As this integration is maintained by Proposify they would be the best to help out in this situation. Based on what I reviewed through their documentation, it does not appear that there is an option specific to this. In most integrations, an Open is usually unreliable as it’s possible it’s not even being opened by a human, for instance with Email Opens, a bot/spam filter could be opening the email at a larger organization so I would definitely raise this request with them to see if it doesn’t exist if it’s something they could add to the integration.