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Matt_Shonkwiler
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Mitglied seit ‎Mär 2, 2020
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Matt Shonkwiler

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juliejoyce on Juli 24, 2018
Switching Email Type from Follow Up To Automation
I recently cloned an email we use as a simple follow up email so that we could switch over to using that content in a workflow but the cloned copy is a Simple Follow Up Email and I need to switch it to the type I can save for automation. I can't fig Beitrag ansehen
Antworten Diskussion
41 Likes
20 Antworten
Matt_Shonkwiler
Teilnehmer/-in
Mai 27, 2020
Under the "Actions" button you can convert a Regular email to Automated, but once it's converted you can't convert it back to Regular. The workaroun...Beitrag ansehen
marstalb on Januar 16, 2017
Trigger a workflow when a property value has been changed
[This has been resolved] It would be wonderful to have the ability to trigger a workflow when a property value has changed. For example, we have leads submit answers on a form, and after a sales rep speaks to the lead, sometimes the rep find out t Beitrag ansehen
Antworten Idee Workflows
70 Likes
32 Antworten
Matt_Shonkwiler
Teilnehmer/-in
Mai 07, 2020
@MeganLegge Thanks for the detailed response. Since the original ask seems to be focusing on only one object, the Contact (Lead), I think you're ...Beitrag ansehen
marstalb on Januar 16, 2017
Trigger a workflow when a property value has been changed
[This has been resolved] It would be wonderful to have the ability to trigger a workflow when a property value has changed. For example, we have leads submit answers on a form, and after a sales rep speaks to the lead, sometimes the rep find out t Beitrag ansehen
Antworten Idee Workflows
70 Likes
32 Antworten
Matt_Shonkwiler
Teilnehmer/-in
Mai 07, 2020
@MeganLegge Thanks for the detailed response. Since the original ask seems to be focusing on only one object, the Contact (Lead), I think you're ...Beitrag ansehen
marstalb on Januar 16, 2017
Trigger a workflow when a property value has been changed
[This has been resolved] It would be wonderful to have the ability to trigger a workflow when a property value has changed. For example, we have leads submit answers on a form, and after a sales rep speaks to the lead, sometimes the rep find out t Beitrag ansehen
Antworten Idee Workflows
70 Likes
32 Antworten
Matt_Shonkwiler
Teilnehmer/-in
Mai 07, 2020
@MeganLegge Thanks for the detailed response. Since the original ask seems to be focusing on only one object, the Contact (Lead), I think you're ...Beitrag ansehen
bellawu on April 06, 2017
Allowing Workflow Re-Enrollment for Company Properties
Allow company property changes to re-enroll contacts into workflows. Currently no company properties can be used as re-enrollment criteria, so although we can use a workflow once to set company record data, we can't do it again. All of our major re Beitrag ansehen
Antworten Idee Workflows
40 Likes
18 Antworten
Matt_Shonkwiler
Teilnehmer/-in
April 08, 2020
It's very hard to do "Account Based Marketing" well with this limitation, so thanks for considering it.
mcurran on September 05, 2019
Custom redirects (like Pardot)
Hi - Pardot had a way to create custom redirect links/urls so you wouldn't have to clone landing pages or form (create new assets), rather track the links for activity and tracking purposes. Can HubSpot "clone" this feature?
Antworten Idee CTAs
18 Likes
7 Antworten
Matt_Shonkwiler
Teilnehmer/-in
März 02, 2020
Pardot makes it really simple and easy. They call them "Custom Redirects". It's a bummer to learn that HubSpot doesn't have this.
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