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Shawn_Flowers
Member | Partner
Member since ‎Jun 26, 2020
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Shawn Flowers

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abbyghattas on December 31, 2019
I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automat read more
63 upvotes
15 Replies
Member | Partner
September 17, 2020
The converse is also true, it would be ideal to also allow the update property action within the workflow tool to associate playbooks to deals.
Shawn_Flowers on June 26, 2020
Similar to how HubSpot allows the requirement of properties to be present when moving deal stage, the ability to require at least 1 associated company, or 1 associated contact to the deal would be beneficial to assist in standardizing usage.
Shawn_Flowers on June 26, 2020
There are no associated applications that automate the update of company SIC and NAICS codes. These are essential for business intelligence and customer evaluation. As HubSpot automates a lot of company record property setup, maintaining system pr read more
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