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ddobrien2
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Member since ‎Jan 15, 2020
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  • Upvotes Given
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David O'Brien

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Activity

CBN on March 19, 2023
Very often your processes in sales, marketing, and support require you to do the same thing at certain fixed frequencies. Examples are checking up a customer's state, ask if the customer still wants to subscribe to your newsletter, compliance requir read more
4 upvotes
2 Replies
Participant
May 18, 2023
We struggle with the lack of this feature as well. One example, our top leadership wants to ensure they've checked in with top clients if other peopl...read more
Horst-Elvis on March 18, 2021
It would be wonderful if HubSpot workflows could contain a workflow trigger which only recognizes changes in all filed types, especially single line & multi line text since "has been updated in last x days" will not work for automated re-enrollm read more
8 upvotes
2 Replies
Participant
May 05, 2023
It's odd that you can create Company or custom object workflows that trigger when a Concact property was "updated in the last" xx days, but you can't...read more
Solved
ddobrien2 on June 21, 2022
We have approximately 5,000 churches and schools (companies) in HubSpot. Twice a year, we get an updated complete list of those churches and schools from our parent church body. That list includes updates on who the main contacts are at each of thos read more
0 upvote
2 Replies
Participant
June 22, 2022
Thanks Karsten. It was helpful to see the other discussions. I'm hoping HubSpot addresses this soon.
song on May 18, 2021
please let us unassociate in bulk via import or workflows right now roughly 8% of my contacts have emails bounced globally - i'd like to unassociate them from their companies & deals so they don't come up in any reports, and our reps won't f read more
30 upvotes
8 Replies
Participant
June 22, 2022
We have approximately 5,000 churches and schools (companies) in HubSpot. Twice a year, we get an updated complete list of those churches and schools ...read more
Solved
ddobrien2 on June 21, 2022
We have approximately 5,000 churches and schools (companies) in HubSpot. Twice a year, we get an updated complete list of those churches and schools from our parent church body. That list includes updates on who the main contacts are at each of thos read more
0 upvote
2 Replies
Participant
June 22, 2022
Thanks Karsten. It was helpful to see the other discussions. I'm hoping HubSpot addresses this soon.
r2davis3 on September 14, 2017
After assigning a Lead to a HS Sales User, I'd like to start a Sequence on their behalf, such that the email in the sequence has the FROM email of the HS Sales User, not me (the initator of the sequence).
476 upvotes
185 Replies
Participant
May 24, 2022
We're really struggling to make sequences work for us - because we have administrative assistants that do so much of the follow up with prospects on ...read more
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