GSchlegel

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Gunther Schlegel

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GSchlegel on September 04, 2024

Make information on the signer of a quote available in workflows

I just noticed that it would be pretty neat to have information on the contact having signed a quote using the default HelloSign / Dropbox sign solution available in workflow, so we could store the name / email address in a property. Does not seem read more

Reply Idea Products and Quotes Workflows

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GSchlegel

Contributor

September 04, 2024

Reply to Having multiple Quote Approvers

We created an "Alternate Reviewer" property (type HubSpot user) and defined a workflow that adjusts the reviewer everytime the Alternate Reviewer is ...read more

GSchlegel

Contributor

August 28, 2024

Reply to Unify Inbox/Help Desk Comments and Ticket Notes

This is really important for us.

GSchlegel

Contributor

July 04, 2024

Reply to Clear/Delete Email in Workflow

What property type did you use? I tried that before posting in this thread, but the workflow just logged an error on the copy operation. I'm pretty s...read more

GSchlegel

Contributor

June 20, 2024

Reply to Clear/Delete Email in Workflow

My usecase: we create software and are a b2b business. a lot of our contacts hop between our customers, so we need to delete the email address, but w...read more