Gute Ideen sollten geteilt werden

We have a detailed, complex workflow that ideally will send a series of emails to our contacts based on how many days are left until a defined property date. Unfortunately, right now we can only set specific delays. Ideally, we would be able to have an action like this: "Delay until [date property] is less than 30 days away." The reason is that each customer has a different length of their customer journey, so we prefer to not set specific dates.    ... Mehr anzeigen

The ability to record a Value in the property (A) and only have associated values pop up in property (B). To better avoid human error, more accurate results and speed up manual work for a sales team.   Example: (A) Marketing Activity (B) Marketing Activity Specific A = Referral B = Display only "customer referral" "competitor referral" "Accountant referral"   Example: (A) Marketing Activity (B) Marketing Activity Specific A = Webinar B = Display only "8/4/21 Webinar" "20/4/21 Webinar"      ... Mehr anzeigen

Hello!   It is great to use segmentation but unfortunatly when you plug it with AIRCALL or other VOICE IP solution and when you want to make a segmentation campaign it does not work together!   Exemple: I want my sales assistant, when they left a voicemail to drop a mail + sequence to the customer with this conditions:   Send an email to the customer D+2:  IF the customers did not call back or send us a conversation (fecabook messenger, chat..) at the moment we can only restrict if the customer send us an email back which is not good enough.   Unfortunatly I can not add the call features or chat or messenger features in the restriction of the segmentation which lost all interest    If not clear please ask me   thank you  ... Mehr anzeigen

Would love to have the ability to schedule our monthly blog rss email to send the second or third tues/wed/thurs of every month instead of having to pick a numeric day of the month. This way we can always ensure business days for sending these. Thanks! ... Mehr anzeigen

As it stands now, the "Copy property value" workflow action leave's a lot to be desired, since it can only copy from properies of the workflow type. Ideally, we should also be able to have workflows that trigger off one record type to copy property values from an associated record type TO the enrolled record. As an example, I need to be able to have a workflow triggered by a deal being in a specific pipeline and a property on the primary associated company being known (in this case "Partner BDR").  If these conditions are met, I want to copy that property value from the associated company to the deal (in this case, setting the deal owner based on that company's Partner BDR). We've come across this issue a few times, which leaves us dead in our tracks when it comes to automating, because the record type we need to have trigger the automation is rarely the record type we need to copy from, more often the other way around. The ability to use these automations more effectively will reduce user error on manual entry, reduce time users spend having to cross-reference other lists, and allow users and managers alike to more efficiently and reliably keep data in line. ... Mehr anzeigen

Create a custom default setting to change so when a manager (or someone else other than the sales user) reviews Sequences and related items, they don't always have to update the enrolled from "Me" to My Teams.  ... Mehr anzeigen

Search capabilities in the moble app are quite limited. Should be able to search for all contacts in a city or postal code for example. This can be useful for field reps that rely on the mobile app.  ... Mehr anzeigen

I spoke with a customer today who would like to see the ability to insert custom attributes/parameters into the header data of their marketing emails. For instance, they could have an outside group add x-custom-attribute to their emails and the customer would be able to filter for emails that have that attribute, blocking others. Seems like a cool idea to me! ... Mehr anzeigen

I would like to hide all files for certain users.        I can almost hide everything, but not our files containing quotes, price lists and other sensitive information. We would like to add agents to our Hubspot account, but they shouldn't have access to all this information.    So this switch should be 'disable access to files for this user'. ... Mehr anzeigen