Great minds think alike

PieSync supported syncing Daylite. You can keep using PieSync through 2021, but in the meantime we're checking if we need to prioritize turning this into a data sync app? Please upvote! Thanks. ...read more

PieSync supported syncing dotmailer/ DotDigital. You can keep using PieSync through 2021, but in the meantime we're checking if we need to prioritize turning this into a data sync app? Please upvote! Thanks. ...read more

Simply put ... the default chat bubble location can be problematic.  Allow a few optoins to choose new locations.    ...read more

When utilizing Hubspot quotes, it would be great to create a workflow so that the deal is automatically moved from "Contract Requested" to "Contract Sent" stage.  Similarly, once the deal is signed, create a workflow that automatically moves the contract into "Invoicing" stage. ...read more

It would be very helpful to be able to trigger workflow based on engagements.    For example, I would like to have a lead status that is set when one of our sales team members has a meeting with a prospect.   Thanks! ...read more

It would be useful to supress an email or any action in a workflow for specific contacts based on a list.   An example where that would be useful: I work for a credit union. We have an onboarding workflow set up with many emails teaching members about their new account. One email cannot be sent to minors due to industry regs.   Right now, I have two options: 1) Supress minors from the entire workflow 2) Enroll them in a new workflow and completely recreate the first one, minus one email   Considering this campaign spans accross 8 different workflows, I see option 2 getting pretty messy.    Anyone else have an example where this would come in handy? ...read more

Create sales playbooks to help reps their sales process. With playbooks, managers can provide reps with suggested content, in-context training, and guided selling tips.    Managers can report on the success of playbooks and tie content from a sales content library to steps in the sales process ...read more

I think it would be super helpful if Social Media had a read, write, publish check boxes. We would like some of the members on our team to be able to draft social posts, but not publish them until they have been reviewed by another.  ...read more

Reply All functionality - currently, we have to manually include the copied recipients. ...read more