Member since ‎Jan 16, 2017
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JennPape on June 11, 2018
Currently, if a task is past due, they system will not recognize a "next activity date" and it will appear that there is no task set. I use the "next activity date is unknown" filter to quickly find new contacts that have been added to our dat read more
17 Replies
Member | Elite Partner
June 15, 2022
Any update on this HubSpot? Seems to be a recurring issue for clients and us internally. Even if the existing property is not modified, is there a more
drewschu1 on September 25, 2017
Hi, As a B2B company, our sales our usually to companies with many contacts. As such, a lot of the times our automations need to occur at the company level, not the contact level. Whether that is deal creation (for renewal sales) or contac read more
13 Replies
April 12, 2019
Same here, we are B2B company as well. It would be great if it is possbile to auto-create a task via workflow and define not only a contact, but more
ronkinkade on June 28, 2017
We use Intercom for in-app messaging and chat since Hubspot doesn't offer this (yet)... We also have our own internal system for managing customers. When we email customers via Hubspot, I use a workflow with a webhook to log a record in our system. read more
5 Replies
April 20, 2021
This would be so helpful, just to keep a record of something in the client's portfolio without using a property to keep track of it. Hoping this more
ccds11 on March 17, 2017
Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
236 Replies
April 22, 2022
5 years later and Hubspot still does not support tags. What a shame! To work efficiently in Marketing you need Tags, like in Close, more
khughes on April 03, 2017
I send certain emails every month to the same group of people. I would love to have the ability within the workflows to be able to send emails every month instead of just annually. The example that I have is when I sent a request for newsletter inf read more
85 Replies
Contributor | Platinum Partner
March 18, 2022
This is a highly indemand feature so I'm surprised it's not planned. Having this feature would save us hours upon hours of labour not to mention more
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