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Trevor_Stans
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Mitglied seit ‎Feb 27, 2020
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amandafann on August 18, 2021
Send Sequence Emails from the Contact Owner when enrolling with a workflow
When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Rather, a specific Owner with a Paid Seat must be selected. For large Teams with many users, this means y Beitrag ansehen
Antworten Idee Sequences Workflows
132 Likes
42 Antworten
Trevor_Stans
Mitglied
Juli 07, 2022
This is an essential one. The sequences tool is WAY easier to use than building email campaigns via workflows. Not everyone should be able to enroll ...Beitrag ansehen
dickonstone on November 30, 2018
Forms: Conditional Logic
IMPORTANT: Not "Dependent Fields". Please see Gravity Forms' conditional logic functionality for example: https://www.gravityforms.com/form-conditional-logic/ At present, HubSpot "Dependent Fields" can serve new form fields based on a se Beitrag ansehen
Antworten Idee Forms
169 Likes
65 Antworten
Trevor_Stans
Mitglied
April 26, 2022
I 100% agree, that’s the conditional aspect of the logic. Without this feature the forms tool is years behind.
TPiotrowski on Februar 04, 2021
Auto Complete Meeting Status
It would be great to see the ability with an integration or meetings feature to auto-complete when the meeting happens! We report on if meetings actually happen vs need to be rescheduled/no-show. The easiest route would be auto-completing if the mee Beitrag ansehen
Antworten Idee Meetings
68 Likes
16 Antworten
Trevor_Stans
Mitglied
Januar 25, 2022
This definitely needs to be added ASAP. We log meetings using an integration with Outlook, meaning that our directors of sales never manually log the...Beitrag ansehen
Trevor_Stans on Dezember 28, 2021
All Owned Contacts Activity Feed for Sales Reps
HubSpot currently doesn't have a one-stop-shop for all activity across all of a user's owned contacts. Currently, to see all activity for a contact you have to visit the contact's page. However, if you own a great deal of contacts and are running la Beitrag ansehen
Antworten Idee Activity Feed
0 Likes
0 Antwort
jackielee on November 13, 2019
Enroll Companies in a Workflow Straight From All Companies List Page
Currently, you are able to go onto the All contacts list > select contacts by clicking off the checkboxes > clicking "more" > and clicking "enroll in workflow". While you can do this for contacts, you CANNOT do this for companies... it woul Beitrag ansehen
Antworten Idee Contacts & Companies Workflows
21 Likes
8 Antworten
Trevor_Stans
Mitglied
Oktober 11, 2021
This is a must! There is way too much work involved to use additional workflows or properties to enroll a company.
dickonstone on November 30, 2018
Forms: Conditional Logic
IMPORTANT: Not "Dependent Fields". Please see Gravity Forms' conditional logic functionality for example: https://www.gravityforms.com/form-conditional-logic/ At present, HubSpot "Dependent Fields" can serve new form fields based on a se Beitrag ansehen
Antworten Idee Forms
169 Likes
65 Antworten
Trevor_Stans
Mitglied
April 26, 2022
I 100% agree, that’s the conditional aspect of the logic. Without this feature the forms tool is years behind.
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