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ABokeria
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Member since ‎Apr 15, 2022
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Anya Bokeria

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ABokeria on August 17, 2023
At this time it's not possible to log in deal notes and its not possible to create a note as part of an automation. I suggest that if marketing emails are sent to a contact that is associated with a deal, that that is logged on the deal record (cur read more
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ABokeria on August 17, 2023
It would be wonderful to eliminate the possibility of sensitive information being logged that should not be, while still allowing general communication to be captured including emails sent. Instead of the only two options being always log or never l read more
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May 11, 2023
Ah I see. Yes - the DS workflow we use is simply an aknowledgement of receipt, so we don't actually have the HS fields talking to the DS template at ...read more
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May 10, 2023
Hi @MiaSrebrnjak delighted to be tagged here. No expert my any means, but yes- I have been playing around with this integration for some time and f...read more
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April 25, 2022
Looking for the same. Not something to prevent someone from moving through the pipeline, but still available to quickly see which steps are missing a...read more
Participant
April 15, 2022
We have a workflow automation set up in HubSpot that includes an action to send a DocuSign document (integrated). When this action occurs - the ...read more
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