CRM

rahul_inbound
投稿者 | Solutions Partner
投稿者 | Solutions Partner

We need granular meeting time based workflows

解決

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.


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Josh
解決策
名誉エキスパート | Diamond Partner
名誉エキスパート | Diamond Partner

We need granular meeting time based workflows

解決

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

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Josh
解決策
名誉エキスパート | Diamond Partner
名誉エキスパート | Diamond Partner

We need granular meeting time based workflows

解決

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