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flippyfloppies
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Member since ‎Aug 21, 2020
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flippyfloppies on September 01, 2020
Freeze the first column (with contact or company name)
There have been a lot of posts asking to freeze the first title row, but I'm surprised there's not more requests for freezing the first column, like you often do in Excel. Right now, I can edit the columns available to view under table actions ( read more
Reply Idea Contacts & Companies
148 upvotes
92 Replies
ryanfcasey on June 16, 2017
Workflow delay until task complete
I would love to be able to assign a task in a workflow, then delay that workflow from proceeding until the aforementioned task is completed. Here is my use case: I have a quote request form that gets filled out. If the contact already has a Hub read more
Reply Idea Marketing Emails Workflows
94 upvotes
37 Replies
flippyfloppies
Member
August 31, 2020
This feature would be incredibly useful to me (and frankly without it I'm having a hard time using workflows for any sort of major functionality). An...read more
flippyfloppies on August 25, 2020
Option to auto-assign all tasks within a project to one assignee
Use case: I have 5 projects with ~7 tasks each under each, and want to be able to assign a project to a team member (~30 of them). Each team member will each start with project 1 and progress through to project 5 for each new company they are w read more
Reply Idea Tasks
3 upvotes
1 Reply
Trevor on August 03, 2017
Parent-child company properties available for workflows
Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!
Reply Idea Contacts & Companies Workflows
298 upvotes
105 Replies
flippyfloppies
Member
August 25, 2020
Just responding to bring more attention to this -- I have company properties that once updated for one company, I need to be reflected up to the pare...read more
craigfatt on October 08, 2019
Tasks Completion In Workflows
I'd love if there was a way in worklows to create a task then only move to the next part once the task was completed. For example having a task that is to call a contact and once you mark it as completed it continues the workflow and sends a follow read more
Reply Idea Tasks Workflows
18 upvotes
8 Replies
flippyfloppies
Member
August 24, 2020
This feature would be a huge help to my team! It would be awesome if we could use workflows to auto-advance a deal stage after the completion of the ...read more
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