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SDYeti
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Member since ‎Jun 20, 2020
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nathanparis on May 29, 2019
Workflow - Ability to Create Notes
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
Reply Idea Contacts & Companies Workflows
344 upvotes
106 Replies
SDYeti
Member
April 14, 2021
Great idea and would help simplify a lot.
monmc on May 03, 2017
Update a Meeting description without sending update
When I book a meeting through meetings or in my google calendar, it shows up on the person't Hubspot profile. After the meeting takes place I want to go back and add notes to that meeting. If I do this, I have to save and send updates to everyone. read more
Reply Idea Integrations Meetings
102 upvotes
69 Replies
SDYeti
Member
July 21, 2020
Talked to my implementation guy and he said they will look into it. I hope they update this since we just moved from Salesforce to HubSpot.
monmc on May 03, 2017
Update a Meeting description without sending update
When I book a meeting through meetings or in my google calendar, it shows up on the person't Hubspot profile. After the meeting takes place I want to go back and add notes to that meeting. If I do this, I have to save and send updates to everyone. read more
Reply Idea Integrations Meetings
102 upvotes
69 Replies
SDYeti
Member
July 21, 2020
Talked to my implementation guy and he said they will look into it. I hope they update this since we just moved from Salesforce to HubSpot.
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