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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
343 upvotes
106 Replies
Member
February 01, 2023
Hi, @Thrive . Yes! Please share how this is done within Operations Hub. Thank you!
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
343 upvotes
106 Replies
Member
February 01, 2023
Hi, @Thrive . Yes! Please share how this is done within Operations Hub. Thank you!
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
374 upvotes
75 Replies
Member
January 21, 2022
All I need to see is a date range of the total number of users who enrolled/completed a workflow. It's currently impossible to know how well our work...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
343 upvotes
106 Replies
Member
February 01, 2023
Hi, @Thrive . Yes! Please share how this is done within Operations Hub. Thank you!
_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
28 upvotes
10 Replies
Member
June 04, 2020
Owner's phone number as a token is increadibly simple and obviously needed. We need this option in our shifting relationship with clients pivoting to...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
343 upvotes
106 Replies
Member
February 01, 2023
Hi, @Thrive . Yes! Please share how this is done within Operations Hub. Thank you!
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