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LVodvarka
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Member since ‎Mar 29, 2021
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Laura Vodvarka

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HubSpotMaster on January 28, 2019
Please implement a copying function for workflows that's similar to transferring templates from one portal to another. It would save HubSpot partners a lot of time if we could copy workflows we've built from one client portal to another. Currently, read more
68 upvotes
21 Replies
Member
February 25, 2022
I desperately need this!
taylorfriss on April 05, 2018
A lot of times, people will send leads to sales reps who do not come through our typical funnel (referrals, blog readers, random connections, etc.) We also have SDR's scheduling meetings for Account Executives. Sometimes they'll send out a calendar read more
178 upvotes
46 Replies
Member
February 24, 2022
Definitely need this. Our use case is that we have old leads assigned to the sales manager because the previous sales rep is no longer with the comp...read more
Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
464 upvotes
139 Replies
Member
January 07, 2022
Agree, this would be super useful. I'm looking for this to be able to bring in logged contact made from an external system/vendor. The only way I c...read more
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