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springboardjade
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jmt415 on Maio 19, 2022
Add/remove associations in workflows and/or in bulk in list views
It would be great to: 1.) Have an 'add/remove' association action in a workflow 2.) Be able to add or remove associations in a contact/company list view
Responder Idéia
96 avaliações positivas
23 Respostas
springboardjade
Membro
Fevereiro 23, 2024
agreed!!!
WMerchen on Agosto 10, 2021
Task Due Date Property
This would be a property that could be used to filter down to tasks that are past due. This would be helpful for Sales teams and managers to see tasks that are not being completed and reassign those contacts to other people to complete the tasks.
Responder Idéia Dashboards & Reports Lists Properties
10 avaliações positivas
4 Respostas
springboardjade
Membro
Fevereiro 09, 2024
Agreed this would be incredibly useful!! I have a workflow that creates a task to be set immediately and it'd be really helpful to have a delay base...Leia mais
jknye07 on Março 10, 2020
Workflow Dashboard Reporting
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 Leia mais
Responder Idéia Workflows
380 avaliações positivas
75 Respostas
springboardjade
Membro
Setembro 20, 2022
This would be incredibly helpful to have for reporting purposes!
Arne on Abril 27, 2019
HubSpot User is Out of Office
We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c Leia mais
Responder Idéia Contacts & Companies Lead Flows Tasks Workflows
372 avaliações positivas
98 Respostas
springboardjade
Membro
Abril 19, 2022
Yes would love an OOO feature. And the ability to set an auto-response if an email is assigned to someone who is OOO
davharts on Maio 02, 2017
Task Templates for Easy Task Creation
It would be great to allow for saved task templates in HubSpot CRM. I find myself creating the same tasks often for contacts that I'm manually following up with (ie. not on a sequence). It would be great to have the option of creating templates inst Leia mais
Responder Idéia Tasks
140 avaliações positivas
58 Respostas
springboardjade
Membro
Fevereiro 04, 2022
This would be super helpful to have- would love to have a pre-populated template when you open "create a task"
springboardjade on Janeiro 12, 2022
Make conversation properties in workflows editable
1. Have conversation properties editable in Hubspot workflows, so that you can create workflows for conversations 2. Make it possible to create a conversations inbox that can connect a few emails, but be able to only have emails associate Leia mais
Responder Idéia Conversations Workflows
12 avaliações positivas
3 Respostas
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