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jxlio
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Membre depuis ‎août 22, 2017
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Kara le Janvier 18, 2019
Reassigning tasks when ownership changes
Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.
Répondre Idée Tasks
223 Mentions J'aime
51 Réponses
jxlio
Contributeur
Décembre 20, 2022
@RamonPereira Are you able to share this source code or any information on how this app works? Also, there's no privacy policy or terms and conditio...Lire la suite
Kara le Janvier 18, 2019
Reassigning tasks when ownership changes
Currently, you can only bulk assign tasks to one owner at a time. What if someone leaves or regions change and leads are reassigned to multiple people? It would be nice to have outstanding tasks move to the new owner once assigned.
Répondre Idée Tasks
223 Mentions J'aime
51 Réponses
jxlio
Contributeur
Décembre 20, 2022
@RamonPereira Are you able to share this source code or any information on how this app works? Also, there's no privacy policy or terms and conditio...Lire la suite
Résolues
JRobertshaw le Décembre 08, 2021
Reassigning Tasks Automatically
Hi All, We have a situation where one contact owner might either be on leave or has a too large workload and needs to assign a new opportunity to a new owner, which is pretty straight forward. However when a new opportunity is created in our dea Lire la suite
Répondre Discussion Enterprise
17 Mentions J'aime
9 Réponses
jxlio
Contributeur
Octobre 20, 2022
Personally, I set up an automation thru Airtable and Zapier to do this, it's a major workaround, but it essentially recreates the task and assigns it...Lire la suite
joeolsen le Mai 03, 2017
Upgraded Zapier zap(s) functionality to include timeline event creation
Hi HS team. I think the vast majority of the world is starting to use things like Zapier to run enterprise workflows and automation and I think everyone agrees that's great for everyone. Unfortunately, there is a key thing missing from the HubSpot C Lire la suite
Répondre Idée Contacts & Companies Integrations
21 Mentions J'aime
15 Réponses
jxlio
Contributeur
Octobre 14, 2019
@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...Lire la suite
joeolsen le Mai 03, 2017
Upgraded Zapier zap(s) functionality to include timeline event creation
Hi HS team. I think the vast majority of the world is starting to use things like Zapier to run enterprise workflows and automation and I think everyone agrees that's great for everyone. Unfortunately, there is a key thing missing from the HubSpot C Lire la suite
Répondre Idée Contacts & Companies Integrations
21 Mentions J'aime
15 Réponses
jxlio
Contributeur
Octobre 14, 2019
@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...Lire la suite
joeolsen le Mai 03, 2017
Upgraded Zapier zap(s) functionality to include timeline event creation
Hi HS team. I think the vast majority of the world is starting to use things like Zapier to run enterprise workflows and automation and I think everyone agrees that's great for everyone. Unfortunately, there is a key thing missing from the HubSpot C Lire la suite
Répondre Idée Contacts & Companies Integrations
21 Mentions J'aime
15 Réponses
jxlio
Contributeur
Octobre 14, 2019
@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...Lire la suite
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