Great minds think alike

Like many of us "create date" is often an enrollment trigger or at least we have workflows where contacts automatically enroll when uploaded. We have come accross many issues where we do not want that but we do not have the option to ensure they do not enroll in a workflow without changing the enrollemnt triggers directly.   ...read more

Hi!   I've seen that there has been an update about workflows, now you can comment on the steps. Maybe it would be a great idea to be able to mention others on those comments, it could be very useful to make other uses aware of changes, or updates, or mistakes, on steps of the workflows. ...read more

Currently, the 'Rotate' action only applies to rotating the contact owners. It will be great if there is a action to rotate task records without having to rotate the contact owners.  ...read more

It would be great to be able to use the Campaign data in custom reports and workflows and mix it with custom properties I have, such as revenue.    Working with traffic data, campaign data (such as contacts who interacted with a campaign),  UTM information, etc in one place and mixing it with other info is vital for creating something meaningful.    ...read more

It would be nice to automatically unenroll contacts from sequences via workflow trigger.   Example:   Contact owner changes to a new owner = contact unenrolled from old contact owner sequence  ...read more

Hello, I think it would be beneficial to add a min/max setting for the hubspot scoring and also a way to revert the score back to zero if a certain criterea is met. We use this in a workflow to create call tasks to prospective customers, once we have vetted them, it would be good to revert back to zero and let them naturally climb back up the scoring again before we go for a 2nd contact. ...read more

Posting on behalf of a customer here! Currently slack integrations allow for form submission notifications, with links to any attachments that were included in the form. However, the links are separated with a semicolon ";", causing multiple links to look almost like one chunk of texts, instead of a separate links. Understand that CMS tools and blogs are able to use HubL filters to split the texts, but this is currently not available to forms or CRM, especially for the file upload property. When sharing Hubspot data to non-HS users, having accessible and readable links or the option see separate files is key so that none of the content is missed out on. Would appreciate some level of customisation or segmentation for file uploads 🙂 ...read more

Goal: Automate lead nurturing with evergreen content that doesn't need to be manually scheduled   The Idea:  The ability to have the system automatically send out emails from a pre-created "set" with the condition that the user only received each email only once. We'd need to be able to continuously add/remove emails within the set and set additional criteria so that it only triggers if the contact hasn't received a marketing email that week.   What we need:  Ability to create different email "sets" that we can continuously remove/update/add emails to Ability to create workflows that will let you set criteria as to how often you want the emails to trigger and when. For example, I want the ai to pull from this set and send an email on Tuesday at X time if there are no marketing emails scheduled to go to that client that week.    Benefit: This would allow marketing teams to create and maintain a repertoire of content/assets for specific personas/regions. Multiple marketers could work on content for different products targeting the same persona making it easier for an enterprise organization to scale and nurture without incessantly emailing their leads. You can continue to nurture your contact with evergreen material even if you "forget" to put something together for that week Examples:  I've seen this in a previous company through Marketo. When new assets were created, we'd develop a couple of emails about them and drop them into the "sets" that made the most sense. We'd also have dates in which the content became dated so we could remove them. ...read more

If you create additional contacts from form fields in a workflow (using "create Record") and assign properties to them, but the contact already exists in Hubspot, the property should still be set As an addendum, I envision a function here like in Zapier: This is called "Create or update Contact" ...read more