クリエイティブな才能を開花させよう

I want to automate which email someone receives in a workflow based on the time and date at which they enroll in the workflow (e.g. before or after a particular deadline). This is not currently possible but would be very useful!    I'm going to have to go in on my day off to change the emails over because this functionality isn't available. Please sort soon! Thanks 🙂 ...その他を表示

We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record.   Example 1: Following a training, we provide our clients incentives. Currently our team manually adds a Note to the contact record of the individual who attended and also associates it with the company record of that individual. The note is the same for every individual that attends, but the incentive differs depending on the training. This helps our sales and support teams know exactly what was offered and when the incentive expires.   Example 2: Occassionally we use workflows to fix/update/change properties as we improve our internal processes. For these situations, it would be helpful to include a generalized Note on either the Contact or Company record explaining why the record/property was changed. Especially since we typically delete the workflow after the updates have been made. ...その他を表示

This idea is to allow the use of the Rotate record to owner action within Workflows to any Team that has paid users with their team as their Main OR Extra team.   In Workflows you still only assign ownership using the Rotate record to owner action to Main Teams.   This  limits the flexibility of the platform and this function as Main teams have so many other interactions.   ...その他を表示

Please bring back the number that was displayed in workflows in a delay. This was very useful to see how many contacts exactly were at each delay and how they were moving through a nurture sequence.    This was replaced with "Active Contacts In This Action" which to be honest is rather insignificant and does not tell me anything except contacts are waiting. Knowing an exact number allows me to assess how many contacts are there and if I want to change their course of action then what number i am dealing with or if I want to introduce a logic feature and split that delay what number I am working with.   Its unfortunate that hubspot would deem this an irrelevant feature to many hubspot users who use this figure in our nurture sequences and replace it with something that is in fact irrelevant.  ...その他を表示

Currently, there's no way to move workflows, propertities, or other items FROM a sandbox enviornment to our Production account. There needs to be an easier way to do this instead of recreating. ...その他を表示

Since like objects can now be associated to each other, we have found a usage for this feature in Tickets. We need to be able to use the object creation option in Workflows to also automatically associate the Ticket that triggered the Workflow to the new Ticket being created BY the Workflow. For instance, our Support Team makes a ticket for an RMA of a customer's device for repair. This customer needs a loaner device to use while the RMA process is carried out. We have a Workflow to automatically create a new ticket to manage the Loaner request. We want these 2 tickets to be associated to each other in order to make a paper trail from the RMA to the Loaner ticket and vice-versa. ...その他を表示

I'd like to be able to put a limit on the number of times a contact can enter a workflow in a certain amount of time. For example, I'm working on sending an alert to sales reps about website views and I'd like to only allow 1 alert per day, per contact. ...その他を表示

A new option has been added to add business whatsapp to Hubspot. A nice option. Unfortunately, it is not possible to send an automatic reply when someone sends us a message. Most companies reply something like, "thanks for your message. We will reply to you as soon as possible'. Maybe someone has already come up with a workaround but we haven't managed it yet. ...その他を表示

I'm very excited to have the beta of creating associations and labeling them  between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds since my company started using huspot.   Use Case: We're a solar panel manfacturer. We sell to distributors, that sell to solar installers, that sell to homeowners. We generate plenty of homeowner leads that we would like to send to our customer installer companies.   I want to set a workflow that will assoicate the lead's contact record to the installer company record under the assciation label I made for this purpose, then send a new lead notification to the campany' designated lead-getting employee associated contact , all based on the location of the lead.   I want to be able to look at the lead contact record and see which of our installer companies we sent it to. Or look at an installer company and see all the leads we've sent to them. Or create a deal that is between the lead and the installer company for every lead we send to the company. There's just no way to manually associate these records as we get thousands of these leads a quarter, this seems like such a blind spot for B2B users. ...その他を表示