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Matt_Shonkwiler
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Matt Shonkwiler

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juliejoyce en Julio 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 Leer más
Responder Conversación
41 Me gusta
20 Respuestas
Matt_Shonkwiler
Participante
May 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...Leer más
marstalb en Enero 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 Leer más
Responder Idea Workflows
70 Me gusta
32 Respuestas
Matt_Shonkwiler
Participante
May 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 ...Leer más
marstalb en Enero 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 Leer más
Responder Idea Workflows
70 Me gusta
32 Respuestas
Matt_Shonkwiler
Participante
May 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 ...Leer más
marstalb en Enero 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 Leer más
Responder Idea Workflows
70 Me gusta
32 Respuestas
Matt_Shonkwiler
Participante
May 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 ...Leer más
bellawu en Abril 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 Leer más
Responder Idea Workflows
40 Me gusta
18 Respuestas
Matt_Shonkwiler
Participante
Abril 08, 2020
It's very hard to do "Account Based Marketing" well with this limitation, so thanks for considering it.
mcurran en Septiembre 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?
Responder Idea CTAs
18 Me gusta
7 Respuestas
Matt_Shonkwiler
Participante
Marzo 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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