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mikejaime
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Member since ‎Oct 27, 2021
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Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
480 upvotes
142 Replies
mikejaime
Member
September 19, 2022
is @hubspot going to acknowledge this?
Cherisse on April 19, 2021
Adding Notes via Workflows
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Reply Idea Contacts & Companies Workflows
480 upvotes
142 Replies
mikejaime
Member
September 19, 2022
is @hubspot going to acknowledge this?
HostGPO on April 21, 2021
Auto CC on e-mail templates
We send a lot of intro emails. Would be great to be able to have emails automatically CC someone from the template button. We often forget to manually add that person...
Reply Idea Sales Email Extensions & Add-Ins
31 upvotes
10 Replies
mikejaime
Member
July 11, 2022
I too also 1,000% agree with this. Perhaps we could add a HubSpot User property to the CC field in the template. We use several HubSpot user properti...read more
mikejaime on July 01, 2022
Assign Tasks to Client / Contact
Many companies use hubspot to manage clients/deals. Sometimes there are tasks that clients need to complete to progress through a pipeline. It would be really awesome if I could assign tasks to the associated contact(s)/client within a HubSpot Deal. read more
Reply Idea Tasks
0 upvote
0 Reply
jgregory1 on March 22, 2019
Last contacted by a specific user filter
I need a way to view the leads who have been recently contacted by a specific user. If a lead comes into contact with my boss, they are high priority and we don't want them slipping through the cracks. If there was a contact filter or active list pr read more
Reply Idea Contacts & Companies
27 upvotes
10 Replies
mikejaime
Member
May 12, 2022
Let's go HubSpot. We need this!
mikejaime on May 06, 2022
Search Form Submissions by Contact
How come Form submissions don't have a search feature? It would be intuitive if I could search for submissions by contact as opposed to manually clicking through the pagination. If I know the Contact, there currently is no way to easily find read more
Reply Idea Forms
1 upvote
0 Reply
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