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AndreaBalducci
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Member since ‎Jun 6, 2017
  • solutions
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  • Replies
    2
  • Upvotes Given
    33
  • Upvotes Received
    6
  • Ideas
    1

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Andrea Balducci

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AndreaBalducci on September 21, 2022
Hey there, The feature for now only allow the following We can set some default options for our team, Default Home Page Default Dashboard Default Email Signature (see screenshot) ... I won’t deep dive/implement this feature, but at leas read more
3 upvotes
2 Replies
LucasM on July 19, 2021
When creating a sales sequence, it is possible to create a step that allows a user to schedule a task to send an email. When setting up this task, there is an option to select an email template to use. This option, however, does not exist when confi read more
12 upvotes
1 Reply
Participant
August 10, 2022
+1
Cherisse on April 19, 2021
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
276 upvotes
100 Replies
Participant
July 19, 2022
UUUUUP
mbarba on February 24, 2022
Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Revenue Operations Study Group! One of the best ways to learn RevOps is by implementing strategies and sharing ideas with ot read more
Participant
April 28, 2022
Hello to all 👋 Me in a few words: I’m Revenue Operations & Growth @ Sortlist.com (Employee #2 @ Sortlist since 2014, gone throu...read more
nina on March 10, 2017
We have a pretty big sales team and we require them to respond to leads quickly to them being received. If a lead sits without a response for more than 15 minutes we are not doing our work the way we would like. We use a handful of workflows to dist read more
157 upvotes
65 Replies
Participant
February 25, 2022
Any updates on this?
PamelaSoh on November 27, 2019
Currently, there's a limit on how many associated records can be updated via a workflow action. The limit is 100 associated records. As there could be more than 100 deals or 100 contacts associated with a company, the workflow will not copy the read more
17 upvotes
5 Replies
Participant
December 01, 2021
+1 !!!
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