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Rezal
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Member since ‎Aug 27, 2021
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  • Upvotes Given
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  • Upvotes Received
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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
Member
July 05, 2022
+1 It would be incredibly helpful if a support agent could flip one property that would trigger a pinned note and an outbound email via workflow....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
Member
July 05, 2022
+1 It would be incredibly helpful if a support agent could flip one property that would trigger a pinned note and an outbound email via workflow....read more
LFlow on February 20, 2022
Hello, I have users that I want to be able to kick of workflows without having the ability to edit them. Currently there is view (which doesn't let you run them) and edit which is both run and edit. Thank you.
1 upvote
1 Reply
Member
May 09, 2022
Ideally it would be great if we can also restrict users to run certain workflows instead of everything as well.
Rezal on April 13, 2022
Hi there It would be great if in a custom field, instead of getting a whole drop down list of ALL hubspot users, we could have a drop down list of Hubspot users based on teams. In a company that has a lot of users, it will make things a lot simpler read more
HeyJoe on May 12, 2020
I want to be able to add more than 2 numbers per conatct (Phone Number and Mobile Phone Number). Perfect Example: We deal a lot w/ HR/Benefits people. They may have 4 different work numbers. 1) Direct Number 2) Main Company Number 3) Dept/ read more
Member
May 19, 2022
Hi @JBossalini - im not able to see the same functionality on my end. Can you walk me through how you set it up?
AmandaKendzior on March 25, 2019
We issues invoices from Hubspot with the option for clients to pay via our Stripe integration or through bank transfer. However when our clients choose to pay through the latter, we are not able to mark the invoice as paid manually. Being able read more
58 upvotes
12 Replies
Member
March 22, 2022
This is a must have for us as well. We operate primarily on a Buy Now, Pay Later model and it seems that it is really hard to get this details into H...read more
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