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RebeccaAM
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Member since ‎Jan 5, 2021
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  • Upvotes Given
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  • Upvotes Received
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Rebecca Rutel

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Activity

Wilco on March 03, 2017
Create a New Note or Log Activity in a WorkFlow
Is there a way to create a New Note or Log an Activity for a Contact in a workflow? It would seem this should be easy but I could find an anwser anywhere. Thanks for any guidance.
Reply Idea Contacts Lead Flows Workflows
104 upvotes
23 Replies
RebeccaAM
Member
August 29, 2023
We could absolutely use this! I do see there are 2 different apps I can integrate, but neither allows us to have any formatting for our notes.
RebeccaAM on August 11, 2023
More info needed for "Restore Engagements"
The restore engagements feature could be so good for tracking down misses in order to create stopgaps and procedures to avoid said misses. The problem is....it doesn't give us enough information. All we can see is the activity name, type, who delete read more
Reply Idea Deals
0 upvote
1 Reply
cduffy on January 02, 2020
Add personalization tokens to Playbooks
When a rep is using a playbook, we would love to be able to drop personalization tokens into that playbook that show form submission answers right in the playbook itself. Right now they have to look through the contact record to the form submi read more
Reply Idea Deals
54 upvotes
26 Replies
RebeccaAM
Member
April 13, 2023
It's been almost a year since my last comment and as far as I can tell, this still hasn't happened. If playbooks are intended to help with sales scri...read more
RebeccaAM on March 09, 2023
Grammarly interference with HS tokens
Hello! We have been experiencing an issue where Grammarly interferes with HS tokens. Most of our tokens work as expected. However, occassionally, a token will not populate. The HS help desk has said it may have to with the Grammarly extension, but read more
Reply Idea Integrations
2 upvotes
1 Reply
RebeccaAM on March 06, 2023
More robust task filters
It would be really cool if we had more options for filtering tasks by their associated objects. This is the piece that is most lacking for our company. Use case scenario 1: We work with several partners. There is constant communication between read more
Reply Idea Tasks
11 upvotes
3 Replies
RebeccaAM on February 14, 2023
Use workflows to create a repeating task
It would be awesome if we could use workflows to create a repeating task. We have several tasks that need to be repeated weekly. We can use a workflow to create the initial task, but have to rely on everyone's memory to check the "repeat task" box f read more
Reply Idea Workflows
9 upvotes
1 Reply
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