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jxlio
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コミュニティー参加日： ‎8 22, 2017
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Jeremy Ledford

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アクティビティ

Kara 1月 18日, 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.
返信 アイデア Tasks
223 いいね！
51 コメント
jxlio
投稿者
12月 20日, 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...続きを読む
Kara 1月 18日, 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.
返信 アイデア Tasks
223 いいね！
51 コメント
jxlio
投稿者
12月 20日, 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...続きを読む
解決済み
JRobertshaw 12月 08日, 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 続きを読む
返信 ディスカッション Enterprise
17 いいね！
9 コメント
jxlio
投稿者
10月 20日, 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...続きを読む
joeolsen 5月 03日, 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 続きを読む
返信 アイデア Contacts & Companies Integrations
21 いいね！
15 コメント
jxlio
投稿者
10月 14日, 2019
@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...続きを読む
joeolsen 5月 03日, 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 続きを読む
返信 アイデア Contacts & Companies Integrations
21 いいね！
15 コメント
jxlio
投稿者
10月 14日, 2019
@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...続きを読む
joeolsen 5月 03日, 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 続きを読む
返信 アイデア Contacts & Companies Integrations
21 いいね！
15 コメント
jxlio
投稿者
10月 14日, 2019
@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...続きを読む
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