クリエイティブな才能を開花させよう

chaddiller · ‎2 10, 2023

PLEASE...HubSpot, help us marketers SELL MORE hubs by adding Deal Creation to Simple Workflows. We love that you included 3 follow-up emails to this but it would seem so simple to just create a new deal off of certain form submissions and associate them to the contact! PLEASE...this would really help us create better reports on leads and when we get the client into managing Deals, they're going to be more curious about other sales tools.

Jimbro · ‎2 10, 2023

I tried to copy the name of a task using a workflow into a custom property I made in Tickets. It is great to see the next activity date and last activity date for tasks but there are MULTIPLE contexts in which I would rather see the NAME/SUBJECT LINE of the latest task completed or next task up. I contacted help and they confirmed that tasks are not an object, but an asset to objects. Please make tasks an object that we can build process around with workflows!!

corkumt · ‎2 9, 2023

This must have been a recent change because I always open the Details section of workflows in a new tab, but I noticed that when I right-click it's no longer an option. I like to have both open so I can flip back and forth when needed. Such a simple functionality, but very useful - please bring this back!!

Jaramirezsilva · ‎2 9, 2023

I just made a whatsapp workflow for my deals that have a scheduled meeting for the exact day so they receive a message with a confirm buttom or to schedule a new meeting. It would be really usefull if they click confirm, that we can add a new message in the workflow with the meeting link so they can access directly from whatsapp or extra information.

AFukumoto · ‎2 9, 2023

We have SDRs only in the US at this time so we have built a workflow to send follow up emails from international contacts and would like the workflow actions to stop from ever occurring (not pause and continue at 5 pm) if the contacts enter outside the 5 pm to 9 am working times. Currently, the workflow will pause all actions and send the webhook emails as soon as it is 5 pm on Monday. We would like to send a custom email to those contacts that submit a form after hours.

joelgrossman · ‎2 8, 2023

When I create a workflow that errors, I want to be able to fix my workflow and just re-enroll the error cases (like in Zapier!)

joelgrossman · ‎2 8, 2023

There are lots of ways that the Company Domain property gets filled -- forms, salesperson manual input, etc. Hubspot data integrity should have a function that extracts the domain so that we can easily convert "https://www.MyBusiness.net/index.php" to the value that Hubspot wants in the Company_domain property (MyBusiness.net). In the absence of this, I'm using Trim and nested Cut custom functions as a hacky substitue.

JElgie · ‎2 8, 2023

I would love to be able to trigger a workflow based on words within an email reply to a marketing or sales email. For example, if we get an auto-reply saying that they are no longer with the company, I want to use this information to clean up our contact information.

MSanofsky · ‎2 8, 2023

We have fairly large workflows and it takes forever to make edits because there's no search capabilities within a workflow. Ctrl f isn't reliable because it won't search the entire workflow. There needs to be some sort of keyword search

APeer · ‎2 8, 2023

I think it would be very helpful for automation specialists and anyone with active workflows (especially multiple) to receive a daily summary of their workflows. There would be one per workflow, and it would feature things like the number of people enrolled that day, which emails were sent to how many people, how many people hit the goal or unenrolled, etc. It would be very nice to have an overview of that vs having to go into each workflow and manually track up to thousands of contacts going through the workflow to see their progression.

クリエイティブな才能を開花させよう

Add Deal Creation to Simple Workflows

Make Tasks an OBJECT for Worklfows!

Open workflow details in separate tab

Whatsapp worflow for lead meetings

After hours automation

Make it easy to re-enroll only error cases

Create a function for pulling the Company Domain out of a URL

Enable a workflow trigger based on email replies

Search Capability within a Workflow.

Workflow Daily Summary

実装済み

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