Hi All, We have a situation where one contact owner might either be on leave or has a too large workload and needs to assign a new opportunity to a new owner, which is pretty straight forward. However when a new opportunity is created in our dea read more
Hi, I have an idea to save sales teams a lot of time, and make finance teams really happy. I recently discovered Tax Jar, which allows finance teams to create tax settings that sync to your organizations order management softwares, and can be calle read more
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
Hello! I would love to have the ability to create looping workflows! With this I would be able to: Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since t read more
Please make it easier to manage the tasks system by making it possible to wipe or reassign tasks associated with a contact or deal as an action in contact/deal workflows. We create a lot of automated tasks for our sales agents in Hubspot. Th read more
I think your team is on the right track adding a Task Priority option. Now all you need to do is allow us to customize the selections there. Perhaps it could be capped at 5 options to avoid clutter, but there must be more then "high".