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jxlio
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Kara on Janeiro 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.
Responder Idéia Tasks
223 avaliações positivas
51 Respostas
jxlio
Colaborador(a)
Dezembro 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...Leia mais
Kara on Janeiro 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.
Responder Idéia Tasks
223 avaliações positivas
51 Respostas
jxlio
Colaborador(a)
Dezembro 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...Leia mais
Solucionado
JRobertshaw on Dezembro 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 Leia mais
Responder Discussão Enterprise
17 avaliações positivas
9 Respostas
jxlio
Colaborador(a)
Outubro 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...Leia mais
joeolsen on Maio 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 Leia mais
Responder Idéia Contacts & Companies Integrations
21 avaliações positivas
15 Respostas
jxlio
Colaborador(a)
Outubro 14, 2019
@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...Leia mais
joeolsen on Maio 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 Leia mais
Responder Idéia Contacts & Companies Integrations
21 avaliações positivas
15 Respostas
jxlio
Colaborador(a)
Outubro 14, 2019
@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...Leia mais
joeolsen on Maio 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 Leia mais
Responder Idéia Contacts & Companies Integrations
21 avaliações positivas
15 Respostas
jxlio
Colaborador(a)
Outubro 14, 2019
@noahb You would need to add the Associated Company ID to the "Associations" field in the JSON body: { "engagement": { "active": tru...Leia mais
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