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SarahN
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Mitglied seit ‎Mai 16, 2017
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Sarah Nelson

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SarahN on November 01, 2021
Hello! I'm looking to essentially trigger a workflow based on the HubSpot user who called the client. The call/aircall tags are a bit funky and I can't seem to get it trigger no matter what I try. Here's what a Call looks like in HubSpot: I Beitrag ansehen
0 Likes
2 Antworten
Mitwirkender/Mitwirkende
November 02, 2021
Thanks for your reply 🙂 I tried this workaround and it doesn't seem to be doing anything. I've watched the specific users call activity all mornin...Beitrag ansehen
SarahN on November 01, 2021
Hello! I'm looking to essentially trigger a workflow based on the HubSpot user who called the client. The call/aircall tags are a bit funky and I can't seem to get it trigger no matter what I try. Here's what a Call looks like in HubSpot: I Beitrag ansehen
0 Likes
2 Antworten
Mitwirkender/Mitwirkende
November 02, 2021
Thanks for your reply 🙂 I tried this workaround and it doesn't seem to be doing anything. I've watched the specific users call activity all mornin...Beitrag ansehen
SarahN on Juli 27, 2021
It would be wonderful if there was more accountability with notes on contact files. As of right now, it is too easy for notes on files to be deleted leaving behind no trace and no ability for management to look back on them. I propose that the Beitrag ansehen
Gelöst
SarahN on Oktober 05, 2018
Am I crazy? I feel like this should definitely be an option and maybe I'm just not finding it. The way it's working right now is that I have a beautiful marketing email full of gorgeous images and CTAs and then an ugly long meeting link throw into Beitrag ansehen
7 Likes
11 Antworten
Mitwirkender/Mitwirkende
Februar 13, 2020
That's WAY easier than this other route. Smart!
bellawu on April 06, 2017
IF statements is a nice addition, but it is useless if the 2 branches created cannot be reconnected to continue a workflow. Otherwise it just forces us to duplicate all the common events in two branches, once the IF exception is passed... http: Beitrag ansehen
236 Likes
92 Antworten
Mitwirkender/Mitwirkende
November 07, 2019
@MeganLegge It works now! Thank you!
bellawu on April 06, 2017
IF statements is a nice addition, but it is useless if the 2 branches created cannot be reconnected to continue a workflow. Otherwise it just forces us to duplicate all the common events in two branches, once the IF exception is passed... http: Beitrag ansehen
236 Likes
92 Antworten
Mitwirkender/Mitwirkende
November 07, 2019
@MeganLegge It works now! Thank you!
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