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dpr
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Member since ‎Oct 20, 2021
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David Rosentrater

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Activity

Riki on March 09, 2021
I was told: " the workflow is a couple of seconds behind you in updating based on the email sending trigger and setting the status to Waiting on Customer. " If I close it again the client gets 2 feedback forms..bit embarrassing. Only option is to read more
1 upvote
2 Replies
dpr
Member
June 24, 2022
For anyone else who is having this issue, I was able to create a workaround by disabling the built-in HubSpot automation for our support pipeline and...read more
Riki on March 09, 2021
I was told: " the workflow is a couple of seconds behind you in updating based on the email sending trigger and setting the status to Waiting on Customer. " If I close it again the client gets 2 feedback forms..bit embarrassing. Only option is to read more
1 upvote
2 Replies
dpr
Member
June 24, 2022
For anyone else who is having this issue, I was able to create a workaround by disabling the built-in HubSpot automation for our support pipeline and...read more
CaitlinRose on March 03, 2021
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
113 upvotes
27 Replies
Member
June 23, 2022
Need this!!
CaitlinRose on March 03, 2021
Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated read more
113 upvotes
27 Replies
Member
June 23, 2022
Need this!!
Brandonbaker on September 17, 2018
We need the ability to have a default email "From" setting when replying in Conversations and Tickets. Currently: It defaults to the user's email and they need to select the drop down in the from line to change to the team email. They have t read more
62 upvotes
19 Replies
Participant
April 01, 2022
+1 for sure. I have to say that tickets are one of the things in HubSpot that feel not quite as professional as they should be.
JeffBantz on March 29, 2021
Having the ability to implement Workflow funcitonality with Conversations is a GREAT concept. However, there's currently no way to pull in any information/details from the event that triggers the creation of the Conversation. Without that informatio read more
4 upvotes
2 Replies
dpr
Member
November 02, 2021
We'd really like to see this implemented in HubSpot as well! We're coming from a different help desk that had this feature built in and we used it he...read more
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