AndreaBalducci

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Andrea Balducci

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DLeBlanc on April 19, 2022

Meeting Conditional Lead Routing

We should be able to set up conditional lead routing for meetings based on answers to contacts' questions. So if I'm an investment firm and the contact says he wants to invest 1 million when booking a meeting, I would route that that lead to our read more

Reply Idea Meetings

5 upvotes

1 Reply

AndreaBalducci

Participant

August 03, 2023

+1 Like Apollo is doing

AndreaBalducci on September 21, 2022

Preset - Allow to define it for teams (not only users)

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

Reply Idea Account Settings

3 upvotes

4 Replies

LucasM on July 20, 2021

Allow attaching an email template to a task to send an email

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

Reply Idea Tasks Workflows

22 upvotes

7 Replies

AndreaBalducci

Participant

August 10, 2022

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

475 upvotes

139 Replies

AndreaBalducci

Participant

July 19, 2022

UUUUUP

mbarba on February 24, 2022

Introduce Yourself!

Hey there! I’m Mary Barba, HubSpot Academy’s revenue operations (RevOps) professor. Welcome to the Data Management & Reporting Study Group! One of the best ways to learnData Management & Reporting is by implementi read more

Reply Discussion

63 upvotes

804 Replies

AndreaBalducci

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

Auto Rotate, ability to mark user as on vacation or sick to remove/skip them in workflow

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

Reply Idea Workflows

191 upvotes

86 Replies

AndreaBalducci

Participant

February 25, 2022

Any updates on this?

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