CRM

rahul_inbound
Colaborador(a) | Parceiro
Colaborador(a) | Parceiro

We need granular meeting time based workflows

resolver

The only meeting time workflow trigger available by default is 1 day from now - this is too limited. 

We need granular meeting time based workflow controls like - 1hr, 30mins, 5mins before upcoming meeting. 

Am I the only one or can someone relate to me. We cannot send SMS reminders by default through workflows.

Recently a client of mine had the request, we talked to an agency who could do it for us through custom code but our budget got pushed back by 1 month. This is a bare bone feature that should exist by default.


1 Solução aceita
Josh
Solução
Especialista reconhecido(a) | Parceiro Diamante
Especialista reconhecido(a) | Parceiro Diamante

We need granular meeting time based workflows

resolver

Hi @rahul_inbound,

 

I agree, more granular triggers would be helpful! I would recommend moving this to the ideas forum

 

As you mentioned, there are some workarounds, but having these options natively in the platform would be helpful! 

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

Exibir solução no post original

1 Resposta 1
Josh
Solução
Especialista reconhecido(a) | Parceiro Diamante
Especialista reconhecido(a) | Parceiro Diamante

We need granular meeting time based workflows

resolver

Hi @rahul_inbound,

 

I agree, more granular triggers would be helpful! I would recommend moving this to the ideas forum

 

As you mentioned, there are some workarounds, but having these options natively in the platform would be helpful! 

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer