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It would be really helpful if it was possible to export and re-import workflows into another portal, so when trying to build a setup in multiple portals you don't have to build it by hand in your secondary portal. ... Mostrar más

1, A client of ours that has custom object resellers and distributors associated with company accounts   2, The goal is whenever a new reseller or distributor is added (or another trigger) that a HubSpot workflow will take information from another object (in this case address) and add it to the company record.   3, I believe this will provide a simpler and easier-to-manage solution for copying property values. This can currently be achieved with custom properties and 3+ workflows but it is very messy and prone to workflow error and lag. ... Mostrar más

I use a lot of custom codes in my workflows. I would love to have an opportunity to name my custom code actions and/or give them a description.  Now the custom code is shown in the workflow like this: the custom code is written twice.  Now I have to click it open, if I want to know the reason of the code. But if I could give a name to the action it would be much quicker to remember what is its purpose and the workflow is much more efficient to understand and maintain. ... Mostrar más

You should offer the option of purchasing tools separately, for example, we are very small nonprofit so we are on the starter suite, but the ONLY thing im missing is workflows so i dont have to send a confirmation email whenever I add a new donation in deals. So if i try to upgrade, the price go WAAAAY too high to be the next available step.   It would be great if i could just buy "workflows". ... Mostrar más

Hi team, it would be a great help if the meeting host is assigned by the selected property. (Like workflow)    For example, I put Name/Email/WhatsApp number/Language preferred for the consultation. If we can assign a host by "preferred language for the consultation", it will be really helpful for our work proccess.  ... Mostrar más

Hello!   I'm trying to troubleshoot a workflow with custom-coded actions with errors now, but there isn't an easy way to see how many enrolled contacts have the error or filter out the error types.   I think it would be a great thing to be able to export the action logs as a CSV or an XLS file so we can sort and filter the data.   It will also be helpful for a lot of other scenarios too.   Thanks! ... Mostrar más

Right now if I want to create a deal from a workflow I can.  But if I want the new deal to trigger the same workflow I can't.   I understand the loop effect but would like it if the parameters are changed or delayed in some way without a conflicting workflow to allow a new deal to be triggered if a field is manually changed.  The thought here would be that one of the criteria fields could not be part of the fields for deal creation in terms of matching the same criteria.  Thus removing the chances for a loop but a continuation once it is triggered by a manual change.   For example:   Criteria- Deal Stage is Closed Won Property "Renewal Date" is more 360 From Today   New Deal is created but "Renewal Date" is empty and Stage is not "Closed Won"   Renewal Date is updated (more than 360 days) and moved to Closed Won manually by a user (not a workflow).   Criteria are met and a new deal is created again. And thus it continues.  This process could be used in several ways for not creating loops but repeat desired results for tasks, deal creation, and renewals. ... Mostrar más

Hey team! It would be great if customers were able to create a contacts-based workflow with enrollment trigger for Contact Owner is deactivated and then proceed to reassign these contacts to active users.  As there is no property per se to capture that a contact is being assigned to a 'deactivated owner', we can only manually specify for contacts being owned by these users to be reassigned. However the ability to filter for ALL deactivated users would essentially automate this entire process, without the need to go back to add a newly deactivated user to the workflow trigger. 🙂 ... Mostrar más

Would be great to be able to trigger based on a contact's recent activity (selected timeframe or within last 24 hours) instead of "At least one associated Activity".  This would allow a far more in-depth ability to create tasks, property updates and more based on real-time activity by contacts.  It would also allow use for re-enrolment in workflows that is currently unavailable due to triggering based on older activity that still counts as "At least one associated Activity". ... Mostrar más