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Hugo Cerutti

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sgerrits en Enero 08, 2021

Activity Based Workflows

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 Leer más

Responder Idea Workflows

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79 Respuestas

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Participante

Octubre 12, 2021

VagaeNatus en Septiembre 02, 2018

Custom properties for Activities (Tasks, Meetings, etc.)

We currently have custom properties for contacts, deals, companies and tickets. We need custom properties for activities too, which means custom properties for task, meetings, calls, etc. Examples: - Calls: Aircall has to "print" text into the Leer más

Responder Idea Calling Meetings Tasks

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121 Respuestas

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Participante

Octubre 12, 2021

angara en Abril 06, 2020

Custom properties for Tasks

We want to use "Tasks" more intensively to register and measure all marketing and sales activities. But we cannot create a user-defined Property - please make this available. It should also be possible to see "Tasks" on the contact card on the r Leer más

Responder Idea Tasks

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Participante

Octubre 12, 2021

+1. Tasks really need to be used as an object rather than an engagement

Julian3 en Septiembre 29, 2017

Sorting open tasks by time zone, and creating call tracks

Sorting tasks by time zone : it would be helpful to have the time zone associated with the company/contact appear in a column in "table" view. This way you wouldn't have to click into the profile each time to know if it's an appropriate time to c Leer más

Responder Idea Tasks

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Participante

Octubre 12, 2021

Sorting tasks by time zone : totally agree on this. It would be very helpful for us too. I'm interested to know when the Beta is available

purrlo en Septiembre 23, 2020

Add "Show country code dropdown menu" option to meeting bookings

In all other forms when adding a phone number, there is a toggle to allow 'Show country code dropdown menu' This is super useful as it allows our sales team to know the full dialling number of who they need to get in touch with. Howe Leer más

Responder Idea Meetings

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Participante

Julio 29, 2021

Same for us!

hugspot en Julio 22, 2021

Export all deal attachments - integration ?

Hi, We need to download/export all attachments (contracts, files, quotes...) from deal records in one go. Hubspot support told me it was not possible at the time, except via API. Does anyone know an integrated tool that might help? It would be suc Leer más

Responder Conversación Admin CRM Deals Documents File Manager Integrations Sales

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Participante

Julio 23, 2021

Hi @webdew @karstenkoehler thanks for your answers guys. Looking forward to hearing more from @johnelmer 🙂

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