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desilvakai
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Member since ‎Jun 2, 2020
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Kai deSilva

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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
October 04, 2022
@kellicatts Sounds like Playbooks could help with your use case (if you have Sales Pro or Enterpise) -- our SDRs use them on pre-qualification c...read more
ManuelC on January 14, 2020
We would like to put a media asset database inside HubSpot to use it internatioanlly (we have 19 subsidiaries), using the files feature. To ensure good care of this platform, we need an approval process, so the Super Admin gets a notification after read more
Member
March 03, 2021
Here is a post I submitted today although I think I will be directed to use a third party document integration solution to meet this need. Fingers ...read more
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