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AGoletti
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Mitglied seit ‎Jul 29, 2021
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Agnese Goletti

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RasHot on Oktober 17, 2018
Revert all actions from a workflow
Workflow are very powerfull, but they can be very harmfull for your system as well, if they aren't treated correctly. Therefore, an option to simply undo all actions done by a workflow would be great!
Antworten Idee Workflows
83 Likes
12 Antworten
AGoletti
Teilnehmer/-in
November 10, 2021
Me too please. I made a mistake on a workflow and need to undo it.
DavidMFT on November 10, 2017
CC in Sequences
Hi, we get a lot of overseas enquiries, the process to enrol an overseas student is quite complex & labour intensive. We get many many enquiries, the conversion rate is very low. The first email is a response to their enquiry. I have setu Beitrag ansehen
Antworten Idee Sequences
527 Likes
216 Antworten
AGoletti
Teilnehmer/-in
September 30, 2021
Agree, this would be very helpful for a sequence we use to follow up offers that are sent to multiple people who participated in a demo.
veronicatavares on März 21, 2017
Upload new Document while personalizing Sequence or Template send
My company often sends invoices, specifications, or finishes of our products via email with an attachment. This changes on a per client basis. We would like to be able to attach documents to a template or sequence in the editing phase right before s Beitrag ansehen
Antworten Idee Sales Documents Sequences
151 Likes
65 Antworten
AGoletti
Teilnehmer/-in
September 28, 2021
We need this as well. The purpose of a sequence is to save time, so uploading to documents first is not the same. We need to add an attachment when p...Beitrag ansehen
hayesnelson on Juni 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Beitrag ansehen
Antworten Idee Sequences Workflows
774 Likes
262 Antworten
AGoletti
Teilnehmer/-in
September 16, 2021
Hello. It would be great if we could have a workflow for deals, to enroll the next available contact person in a sequence. I would want it to work as...Beitrag ansehen
C-Note on Dezember 12, 2018
OR Filters for Reports
I really need the ability to create reports using OR filters instead of just AND filters. For example, we use fields like AC1 and AC2 when a contact has multiple accounts. When I create a report, I want to be able to see if there are customers wit Beitrag ansehen
Antworten Idee Contacts & Companies
287 Likes
130 Antworten
AGoletti
Teilnehmer/-in
Juli 29, 2021
Basic. Needed.
mark_poyser on Juli 09, 2020
Group By Option in Reporting
Hi, Not sure if anyone else has come from Salesforce on here, but from reporting aspect it was very strong, with many options for configuring reports. On the options was 'group by' in reporting. I would say that this is where Hubspot has a weakness Beitrag ansehen
Antworten Idee Sales Content Analytics
71 Likes
29 Antworten
AGoletti
Teilnehmer/-in
Juli 29, 2021
If the reporting worked as it does in Salesforce this system would be perfect.
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