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TomPfaff
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Member since ‎Jun 1, 2020
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Tom Pfaff

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Activity

nathanparis on May 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Contributor
September 20, 2022
+1 to being able to add notes via workflow. We have a few forms we'd like to capture into notes.
jknye07 on March 10, 2020
I use HubSpots workflows a ton and viewing their success/failures more easily, like in a dashboard, would be great. I have MQL and SQL workflows that run regularly and also create them for large events we exhibit at and it would be great to more rea read more
200 upvotes
46 Replies
September 20, 2022
This would be incredibly helpful to have for reporting purposes!
nathanparis on May 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Contributor
September 20, 2022
+1 to being able to add notes via workflow. We have a few forms we'd like to capture into notes.
_Kevin on April 07, 2017
"Make ""Salesforce Owner Phone Number"" a default personalization token just like ""Owner Name"" and ""Owner Email"". Currently the Salesforce properties for Lead Owner Name and Lead Owner Email are automatically pulled into HubSpot properties for read more
27 upvotes
10 Replies
Contributor | Elite Partner
November 16, 2021
It would also be very useful to be able to access the "HubSpot Team" associated with any owner/"HubSpot User" property , whether this is as a person...read more
nathanparis on May 29, 2019
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Contributor
September 20, 2022
+1 to being able to add notes via workflow. We have a few forms we'd like to capture into notes.
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