LUlrich

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Lynford Ulrich

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RSpaugh on June 22, 2022

I turned off a workflow accidentally and can't figure out how to turn it back on!

Hi, I turned off some workflows and I'm a new hubspot user and can't figure out how to get it back on easily. Can somebody please help me figure this out? Thanks, Rachel

Reply Discussion

0 upvote

4 Replies

LUlrich

Participant

June 22, 2022

Go to "Automation" on the top nav bar. From there, select "Workflows". Find or search for your workflow there. After you've found it, open it up and...read more

TGrabert on December 18, 2020

Playbooks need be accessible on mobile app

We can access templates for emails but cannot access anything in our playbooks. That makes no sense to me. If I'm mobile and want to send something from playbook like an agreement after a call to customer, I have to go outside the HubSpot to email read more

Reply Idea Mobile Applications Playbooks

77 upvotes

35 Replies

LUlrich

Participant

March 01, 2022

TFacilitator on December 30, 2020

Allow a customer to go down multiple if/then branches in a workflow

In the current process for if/then branches, when a customer tests positive for the specific if/then parameter they are sent down that first branch despite the fact they may test positive for multiple branches. If your intention is to send your read more

Reply Idea Workflows

23 upvotes

14 Replies

LUlrich

Participant

January 19, 2022

+1. This would keep cadences much cleaner.

finn on May 05, 2020

Allow superadmin to customize RIGHT sidebar in contacts, companies etc

As a superadmin I would like to be able to customize the RIGHT sidebar in contacts, companies and other record types with a right sidebar, just like I can already today customize the left sidebar. As a minimum, I want to be able to show/hide the read more

Reply Idea Contacts & Companies

154 upvotes

48 Replies

LUlrich

Participant

January 14, 2022

+1. Really need this feature.

StaceyM on April 27, 2017

User specific time zones

I work in a team spread across 4 different time zones. It would be helpful if each of us could have our local time zone associated with our HS profile and that would carry through when I'm scheduling activities or assigning tasks.

Reply Idea Account Settings

472 upvotes

161 Replies

LUlrich

Participant

November 15, 2021

Any update on this?

romi on March 11, 2019

Tickets | Associated Ticket Numbers

I would like Ticket properties that I can use in lists, to create workflows and to create scores. e.g. Someone has more than 5 tickets open within a 2 month period: Create an internal task to investigate Set a -10 on the Customer Happiness S read more

Reply Idea Contacts & Companies Tickets

84 upvotes

18 Replies

LUlrich

Participant

November 09, 2021

Is there an update on this?

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