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Workflow that enable New LinkedIn followers (company page) added automatically into HubSpot ... Exibir mais

Hey there 👋,   A consistent naming is key to keep afloat of the myriads of assets in HubSpot, especially with many people working on many objects. For this reason, I have added prefixes to workflow names that indicate the department in charge of the respective workflows the other day. It was a tedious, manual work 😉, and so I thought it would be very helpful to have a batch renaming tool for use cases like that. In my imagination, this tool / feature would allow for:   adding strings to the beginning / end of an assets in HubSpot renaming assets using placeholders counting assets up (1, 2, 3, ...) The batch renaming tool could be used not only in workflows, but also mailings, landingpages, forms etc.   Anyone?   Cheers, Isa   ... Exibir mais

I want a way to set a trigger that once a docusign envelope and/or template is completed by the signers that it will send the finalized document to Salesforce ... Exibir mais

Hello. At the beginning we do an onboarding with our customer from where we have a checklist that our customer needs to provide with sertain information in different steps, and we would like to have this kind of checklist in the operational part seen in the customer portal so that both customer and us staff in the company to see where in the process they are.   This would be super for our workfllow and communiaction within the company. ... Exibir mais

This platform could include features such as personalized messaging, automated workflows, and customizable dashboards. Personalized Messaging: Personalized messaging allows businesses to customize the content of their messages to their customers based on their individual preferences and interests. This could include tailored emails, messaging campaigns, and social media posts. Automated Workflows: Automated workflows enable businesses to create and manage automated processes that are triggered by specific events or actions. This could include onboarding sequences, customer segmentation, and automated sales processes. Customizable Dashboards: Customizable dashboards allow businesses to create and customize dashboards that provide real-time insights into their performance. This could include analytics on customer engagement, website traffic, or sales figures. The HubSpot platform is? All-in-one.... - Marketing, - Sales, - Customer service software The platform could be integrated with HubSpot's existing CRM, email, and marketing automation features to give customers a complete view of their customer experience. The platform could also provide insights into customer behavior and preferences, allowing businesses to make better-informed decisions about how to best serve their customers. This offer features such as personalized messaging, automated workflows, customizable dashboards, reporting and analytics, and more. 1. HubSpot CRM: HubSpot's CRM allows businesses to track customer interactions and store customer data in one place. This allows businesses to gain valuable insight into their customer base and create more effective campaigns and content. 2. HubSpot Analytics: HubSpot Analytics gives businesses the ability to track and analyze customer behavior, allowing them to see which content and campaigns are most effective, as well as gain insight into customer preferences and interests. 3. HubSpot Contacts: HubSpot Contacts helps businesses better understand the relationships between customers and any other contacts associated with them (such as influencers or partners). This allows businesses to create more meaningful, personalized experiences for their customers. 4. HubSpot Segmentation: HubSpot Segmentation allows businesses to group customers based on similar characteristics and interests, enabling them to create more targeted campaigns. 5. HubSpot Workflows: HubSpot Workflows allow businesses to automate processes related to customer engagement and marketing, such as sending emails and creating personalized messages. This saves businesses time and ensures that customers always receive timely, relevant content. Additionally, it could provide tools to help businesses better understand their customer base, enabling them to create targeted campaigns and content that are more likely to resonate with their customers. ... Exibir mais

I noticed in workflows that there is an option for if an email was sent to a contact but not an option if an email was not sent to a contact. I would love to see that option available.  I am wanting to build a workflow that if someone has schedued a meeting and not received "Email X" then to send "Email A" and then "Email X" to that person. If they have received "Email X" then just send "Email A."    ... Exibir mais

I'd love to see an option to set or delay a task to the close date of a deal. This would help our follow up process, as project timelines can vary quite a bit, so a set amount of time for each deal doesn't work well for us. ... Exibir mais

Our team is constantly setting if/then branches and delays on our Into drip campaign for certian leads that we get from various sources.   Instead of having to do this for each individual workflow, it would be suuuuper cool and helpful if we were able to create a SINGLE workflow with the trigger being the campaign or source name that would delay or pause the contact from entering into workflows for X amount of time so we can send a targeted Intro/Welcome email before they get our normal drip.   Right now you can completly suppress or remove them, but there is no option for a timed delay.  ... Exibir mais

As a marketing automation administrator, I want to be able to configure the order/ rank of certain wofklows and set them to highest, so that they can handle internal data housekeeping and enable me to run automated emails faster, at scale. Here is the challenge. We receive contacts into Hubspot CRM from our product-app. These come with different 'user types' and as such not all are eligible to be "marketing contacts".  We have set a workflow to change the needed ones into marketing contact (lets call this workflow A) Meanwhile, we have a number of workflows that send automated emails to our user/contacts (lets call these workflow B. C, etc.). However, workflow A runs after workflow B, and as a result the emails never get sent to the users/contacts. This is because HS sees them (the contacts) still as non-marketing (because of delay).  it would be helpful to put a priority in certain workflows which are for internal data management.  I am aware that a workaround would be to add a delay in workflow B, however, this doesn't help. in our usecase, any delay more than 10-30seconds means we lose the timelines from the user (ie these automated emails are based on user behavior and emails need to be very timely). ... Exibir mais