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Cherisse
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Member since ‎Feb 11, 2019
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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
481 upvotes
143 Replies
Bruno_Teixeira on December 11, 2020
Set a date in the future by using the "Set a property value" in the workflows
Hello, It would be great if we could set a date in the future by using the "set a property value" feature in the workflows. Nowadays we can only set an static date or set the day of the step. It would be useful if we could set for example read more
Reply Idea Deals
42 upvotes
14 Replies
Cherisse
Member
January 06, 2021
I was also going to request this as it would be super helpful in our internal processes! For our company, we have our clients go through an onboardin...read more
Cherisse on January 06, 2021
Additional workflow delay option
I love the upgrades to the delays in workflows! However, it would also be nice to identify a specific date to complete the next action. For specific events we use workflows to manage a campaign with the workflow goal being to register for the event. read more
Reply Idea Workflows
3 upvotes
0 Reply
jzick on May 04, 2020
Integrate to Zoom Meetings in addition to Webinars
Currently, Hubspot's integration to Zoom only automates workflow and filters based on Webinars, and not with Meetings. In the midst of COVID-19, we've shifted all events virtually. Some are webinars, but others are Zoom large group meetings (100+ re read more
Reply Idea Integrations
54 upvotes
14 Replies
Cherisse
Member
June 01, 2020
Our company is also looking to switch our trainings from Zoom webinar to Zoom meeting due to additional functionality such as break out rooms. We cur...read more
Solved
Cherisse on September 06, 2019
Contact-based workflow: Connect if/then branches
I was really excited when I read the article " Connect workflow if/then branches using Go to other action " however this new feature is not available for Contact-based workflows. Please expand this feature to include contact-based workflows. It read more
Reply Discussion Workflows
3 upvotes
3 Replies
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