Gute Ideen sollten geteilt werden

Hi there,    I would like to propose a workflow that we can create so that as soon as a contact is made "Alumni" in their contact record, any active tasks be removed so It does not clutter my to-do tasks. Currently I have several quarterly check ins that don't need to be gone through because a lot of people are alumni (aka, not with the company anymore). This will save me so much time.    Thanks ... Mehr anzeigen

It would be good to add a collaborator to a user in a special team when a workflow criteria has been met ... Mehr anzeigen

I am having an issue where if there are multiple contacts in a ticket, the email conversations are not always flagged using our automation to move them to a specific status.  We use the standard built-in workflow to move tickets to a different status when an email is received. However, when there are multiple contacts in a ticket, HS seems to trip up. We can see these in the conversations tab because the email headers are YELLOW rather than BLUE. They tend to occur when an email is forwarded or has multiple recipients. In some cases, the email recipient is wrong. It's attributed to the other contact in the record, not the one who actually sent the message.  We need the automation to trigger every time there is an incoming email in a ticket, regardless of which contact sent it or if it came from an entirely new email address in response to an existing message in the ticket.  I contacted support and was essentially told that this feature is working as intended and that this would need to be a new feature request. ... Mehr anzeigen

I would like to be able to AB test different email workflows.  For example, I want to send 50% of my leads in Workflow A and 50% in workflow B.   I imagine it as using a feature similar to "rotate record to owner" so that I can create a separeate workflow that sends leads in Workflow A or Workflow B equally.  Currently, I fell like Hubspot doesn't allow to AB test the structure of a lead's journey. it only allows to AB test specific touchpoint like individual emails.  This type of feature could alwo be used wihtin the same worflow, kind of like an if/then branch, but randomised.  ... Mehr anzeigen

It will be very useful to have the option to weight reps in a round robin workflow. Hubspot doesnt have this feature at the moment. For instance, I would want for every contact assigned to rep A, rep B gets 2 contacts assigned to them.  ... Mehr anzeigen

Hello, I want to enroll contacts in a workflow at a specific date, some on 10/08, other people on 30/09 etc... The idea is to enroll people in this workflow when they've finished a training, so that they receive the 1st email 6 months later, and subsequent emails according to the timeframe we've specified (7 days between each email). I therefore need to enroll contacts based on different dates into the same workflow - on 10/08/23 those who finished on 10/02/23 - on 30/09/23 those who finished on 30/03/23 etc And in the near future, I'll start the workflow by registering : - on 28/04/24 those who will finish on 28/09/23" ... Mehr anzeigen

Podería existir um campo para preenchimento com informações sempre que houver alteração no fluxo, que ficasse registrado no Painel Lateral de Revisão.    Isso facilitaria muito a análise/revisão do motivo das mudanças efetuadas. Atualmente só conseguimos ver qual foi o tipo de alteração.   Ex.: Vejo Ação Editada, mas se tenho um fluxo com inúmeras ações, tenho que olhar individualmente cada parte para localizar qual ação foi alterada.   Ex.: Vejo Ação Editada, mas se tenho um fluxo com inúmeras ações, tenho que olhar individualmente cada parte para localizar qual ação foi alterada.   ... Mehr anzeigen

Hi Hubspot,   It would be great if you can revert to a previous version of a workflow. By clicking on 'Changes' you can see the different changes you've made to a workflow in the past and you can click to see the revision, but there is no button to revert the workflow to a previous version.   I would like to see this option being added. ... Mehr anzeigen

It would be great if we could amend date stamps on custom reports, as we have a case where our client has around 55 date stamps to amend each month on their custom reports. It would be to just change the date range that is already set via a workflow to a new date range 🙂    Thanks, Ceri  ... Mehr anzeigen