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tomsedgwick
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Member since ‎Mar 13, 2018
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    8
  • Upvotes Given
    25
  • Upvotes Received
    163
  • Ideas
    2

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Tom Sedgwick

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tomsedgwick on February 02, 2021
Trigger workflow when a sales rep changes the owner
Hi there, I want to trigger a workflow if the owner of a contact is changed by a specific user. Context: management wants to know if a sales rep changes the owner of a contact. We don't want the automation to run if the owner is changed by ma read more
Reply Idea Workflows
2 upvotes
0 Reply
tomsedgwick on March 04, 2019
Permission to access individual workflows
Hi all, I have given a freelancer access to our workflows so that he can develop a workflow with a webhook in it. I see this as a major security risk. It would be great if I could give users access to individual workflows, without them h read more
Reply Idea Workflows
29 upvotes
16 Replies
tomsedgwick
Contributor
November 27, 2019
There is a toggle for creating and editing workflows. Just turn that off for your sales team. They can still enrol people in workflows with this turn...read more
khughes on April 03, 2017
Add CC and BCC capabilities to emails from HubSpot
We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this. Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email f read more
Reply Idea Marketing Emails
828 upvotes
249 Replies
tomsedgwick
Contributor
April 09, 2019
Yeah, we need this as well so that we can trigger automation in TrustPilot. They use a BCC email that I need to enter into an email in a workflow. B...read more
tomsedgwick on March 04, 2019
Permission to access individual workflows
Hi all, I have given a freelancer access to our workflows so that he can develop a workflow with a webhook in it. I see this as a major security risk. It would be great if I could give users access to individual workflows, without them h read more
Reply Idea Workflows
29 upvotes
16 Replies
tomsedgwick
Contributor
November 27, 2019
There is a toggle for creating and editing workflows. Just turn that off for your sales team. They can still enrol people in workflows with this turn...read more
Solved
tomsedgwick on January 31, 2019
Share dashboards with a team
Hi there, We really want to be able to share dashboards within a team. We really want to be able to create dashboards for management without everyone being able to see them. I understand we can re-create a private dashboard for every use read more
Reply Discussion Contacts Analytics
4 upvotes
2 Replies
Mary_Cheney on March 17, 2017
Task Priority Status
Would love to see an option when creating tasks to assign an urgency level. It would be great if those tasks were color coded for the reps receiving the tasks or just some so of visual like a column dedicated to Urgency Status so that they ca read more
Reply Idea Tasks
85 upvotes
83 Replies
tomsedgwick
Contributor
January 17, 2019
Yeah, we really need a way to filter tasks based on custom property values. We have a whole bunch of tasks that can sit for months while we are w...read more
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