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Teamup_Justin
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Member since ‎Mar 25, 2022
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Justin Orton

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KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
443 upvotes
137 Replies
Teamup_Justin
Member
June 14, 2023
It's crazy that this isn't a feature, but after 4 years, I don't expect it will ever arrive now.
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
176 upvotes
40 Replies
Teamup_Justin
Member
November 29, 2022
Do Hubspot ever implement these suggestions - I've never seen one of the various I've commented on put into place yet?
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
176 upvotes
40 Replies
Teamup_Justin
Member
November 29, 2022
Do Hubspot ever implement these suggestions - I've never seen one of the various I've commented on put into place yet?
KevinFMTV on June 28, 2019
Allow workflows to delete or mark tasks complete
USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead. PROPOSED FUNCTIONALITY: Add a feature to w read more
Reply Idea Workflows
443 upvotes
137 Replies
Teamup_Justin
Member
June 14, 2023
It's crazy that this isn't a feature, but after 4 years, I don't expect it will ever arrive now.
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