Grandes mentes pensam igual

mb20 · ‎abr 24, 2023

I would like the workflow to be able to initiate a call via Aircall once a contact is added to a list. The call needs to call first the sales rep and then once he picks up, it needs to call the new lead. If the lead picks up then both the sales rep and the lead get on the call. If the new lead doesn't pick up the automation then the lead sends a pre-recorded voicemail to the lead voicemail inbox. Check GoHighlevel. They do have automation like that.

kbaine · ‎set 22, 2022

It would be so helpful to be able personalize playbooks by adding snippets. The playbook provides a general approach to the phone call/meeting, but sometimes the user needs to add specific information to address their needs and continue to guide their interaction.

Nolie00 · ‎jan 4, 2021

Right now there is ability to select individual chat and email chat transcript. It would be nice to select all chats and email them in bulk for internal audit/review. Nolie MacDonald

KPruett · ‎abr 24, 2023

The current limit for HubDB tables is 10,000 rows. It would be great if the limit was increased as 10,000 rows is a major limitation for many users.

DLeBlanc · ‎abr 24, 2023

We already have the option in a workflow to enroll a contact in another workflow, but it would be awesome to select the step it needs to start at!

ALucisano · ‎abr 24, 2023

I would like to have the ability to download a list of contacts to excel with a property of the name of the last (and first) marketing email opened or clicked. Even better would be a property for the name of all marketing emails opened or clicked.

susana_Ko · ‎abr 24, 2023

Like many of us "create date" is often an enrollment trigger or at least we have workflows where contacts automatically enroll when uploaded. We have come accross many issues where we do not want that but we do not have the option to ensure they do not enroll in a workflow without changing the enrollemnt triggers directly.

EliasLevy · ‎abr 24, 2023

It would be helpful to be able to sort pipelines, so they don't only display in the order in which they were created. Being able to sort them by name would group similar topics together, which is very helpful.

Gabriel_Guigue · ‎abr 24, 2023

Hi there, It's currently impossible to export all existing labels of multiple checkboxes custom properties. Would be nice to add this export feature from the property management module, especially when we have over 100 existing labels for a multiple checkboxes custom property. Thanks.

MC6 · ‎abr 24, 2023

It would be great to include the calculation of average response time on opened tickets. First now, it's only available for the first time response but not once it is re-opened. So we would like if customer A contact us several time and our team answer several time as well, to get the average response time considering all the times while the ticket was open. Thank you

Grandes mentes pensam igual

Calling and voicemail workflow

Snippets available in Playbooks

bulk email chat transcript

Increase HubDB table row limit

Enroll in another Workflow at Step # xyz

New Property "Name of last marketing email opened"

Upload a list of contacts and having the option to exclude from workflows

Sorting Pipelines

Be able to export all labels of a multiple checkboxes custom property

Average response time

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