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Why is it that you can delete a contact with a workflow but no deals or tickets?  if you have hundreds of deals of lost leads or uninterested customers there should be the opportunity to delete them all. ... Afficher plus

I'd like to see an alert/notification of some sort to raise attention to social media posts that are scheduled but fail to publish for whatever reason.    Perhaps it could be the choice of an email al, in-app notification or something else? Whatever the options are, there should be something that actively raises attention to a user, or select group of users, that a post was not published due to an error. ... Afficher plus

I am raising this idea post on behalf of a customer who was working within workflows and needs better functionality of crossing data sources.   We were specifically working to remove a contact from a sequence based on their Pipeline stage - and found this automation particularly difficult as it is not possible to pull associated contacts into a sequence from a deal-based workflow. Ideally, it would be wonderful to have multiple data-sets available within a workflow in order to best access the contacts who have an associated deal in the correct deal stage. We reviewed utilizing if/then branches within a contact-based workflow, but there is a certain counter-intuitiveness to not being able to access this info from the deal side, and only being able to pull from the contact end.  Being able to create a workflow that accesses multiple data points would rectify this issue among many others, but I felt this was specifically a great exmaple of this feature request, and am posting here accordingly.  ... Afficher plus

We send out a daily report that includes market pricing and weather data in the form of images.  These are linked images that reside at the same url, but change everyday.  So, for instance, www.asdf.com/forecast.img today would show you the 1-5 day forecast as of 12/14 (day I'm writing this), but tomorrow it would be the 1-5 day forecast as of 12/15.  The issue becomes if people want to look back at previous days reports, the images that load are the current image.  So if someone opened a report sent on 12/1 today, they would see data pertaining to 12/14.  Ideally there would be a checkbox to 'Make Linked Objects Static' which would take any linked content (whether images or documents) and generate static files so old reports would reflect data from that day. ... Afficher plus

Filing on behalf of customer. Would like the ability to add descriptions to workflow folders like they can for individual workflows now. Thank you! 🙂 ... Afficher plus

Currently, no simple method to enroll records in workflow for the condition of an association not existing between objects. ... Afficher plus

After a while, you will get a lot of workflows. It does not have to be the person who created the workflow who owns and will maintain it. Therefore, it would be good to have an attribute to workflows where you put an owner (today you have creator and last update). Further development could be that the onwer automatically is set for notifications etc.  ... Afficher plus

Currently the If/Then branch of the workflow only allows the check against properties of the objects available in HubSpot. However there are times we need to use Format Data, or Custom Codes to massage the output, and use that as a conditional value.   Existingly, I am setting that value into another property, only to be used in the If/Then. It would be good if the If/Then branch can read from previous nodes in the workflow (granted the subscription allows for it, i.e Format Data etc).   Cheers WL ... Afficher plus