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ELagneaux
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Member since ‎Sep 13, 2021
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Erwann Lagneaux

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SamStAmour on October 15, 2021
Sales Document - Optional "Block free email providers" when shareable link is created
THE CURRENT SITUATION: Currently, in the Sales -> Document tool in HubSpot, it is possible to upload a document so that a shareable link can be created and shared with someone. Whenever that someone re-shares the same link -- to a colleag read more
Reply Idea Sales Documents
8 upvotes
2 Replies
ELagneaux
Member
July 20, 2023
+1
kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
287 upvotes
107 Replies
ELagneaux
Member
July 18, 2023
@jbartola , it's working for the workflows, thank you ! But will you add the possibility to have the same thing for the lists ? As example, create a...read more
amoa on February 10, 2020
Use clicks on Sales Documents as trigger (e.g. for workflow)
Especially in the latter stages of the sales process, we are sharing Sales Documents with leads quite extensively. Whereas the tracking and reporting on the Sales Document page itself is good - I can see a full list of who downloaded the document read more
Reply Idea Lists Sales Documents Sales Reporting Workflows
174 upvotes
38 Replies
ELagneaux
Member
July 12, 2022
Need this
Cherisse on April 19, 2021
Adding Notes via Workflows
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
Reply Idea Contacts & Companies Workflows
471 upvotes
139 Replies
ELagneaux
Member
June 07, 2022
+1
Mícheál on April 01, 2021
Refine lead Lead Scoring Properties by Date and Frequency together
Feature Request: At the moment it is only possible to create a lead score atttribute and refine it by date or by the number of times it occurs (and not both at the same time). It would be great if for example, we could attrbiute a positive lead read more
Reply Idea Properties
12 upvotes
4 Replies
ELagneaux
Member
February 07, 2022
Totally agree with you
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