Hi All, I've created an automatic response email for anyone who fills in the enquiry form on our website, but I want it to only send when our showroom is closed. Is it possible to set up a workflow where this email only sends to people who fill read more
We have staff which shifts overlap for a few hours, sometimes they end up working on the same ticket, as they don't know who is working in it or not, with Zendesk we were able to see when an agent was working with a ticket, by displaying if an agen read more
When creating a deal from a contact record, Hubspot will automatically title it as the Company Name (great) and add "- New Deal" on to the deal name as well. There is no way to configure the system so that it does not automatically do this. read more
Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email read more
We would like to be able to filter out email activity to see emails which are from a sequence and onces which are not. This would help to give us a better idea of productivity as sequence emails can skew the numbers.
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.
Related: https://community.hubspot.com/t5/APIs-Integrations/How-to-find-Product-ID-in-HubSpot-UI/td-p/414645 I believe it would be helpful in line items and products to display the ID of each item for easier use of API, to target the same prod read more
Use Case: Sending specific messaging to folks who open emails, or send internal notification to folks who do not have access to hubspot sales add-in notification Alternative: Enable mobile and desktop notifications for all Sales email opens/clic read more
Simnialr Posts: https://community.hubspot.com/t5/HubSpot-Ideas/Custom-Meeting-Outcomes/idc-p/423509#M78826 AND https://community.hubspot.com/t5/Sales-Hub-Tools/Call-and-meeting-types-bulk-edit/td-p/309351 Related KB: https://knowledge.hubsp read more
Idea : Have workflow triggers based on hubspot users, example: User A (lets call him Bob) is in a meeting, or Bob is active in chat, or Bob has a >70% email response rate, etc. as a workflow trigger // if/then branch use Example Use Case : read more
Hello, Wondering if it would be possible to make snippets, especially their use of merge tags within the tool more accessible and increase usability to any part of the tool. Current functionality supports using snippets with personalization read more
It would be great if just like "Get Email" There was a "Collect File" option so that just like in a form submission, the bot could collect a file and save it to an existing property on a contact record. Similar Asks: https://community.hubspot read more