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Caroline_Pretty
Participant | Platinum Partner
Participant | Platinum Partner
Member since ‎Sep 28, 2022
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  • Replies
    4
  • Upvotes Given
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  • Upvotes Received
    20
  • Ideas
    3

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Caroline Prettyman

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Caroline_Pretty
Participant | Platinum Partner
March 05, 2025
Reply to Workflow Based Reports
The ONLY workaround I see working at this time (3/5/25) is right when you set up the workflow, also build two active lists. 1. For workflow en...read more
Caroline_Pretty
Participant | Platinum Partner
March 05, 2025
Reply to Workflow Based Reports
Are there any updates to this? We have set goals in workflows and want to show that success in a reporting dashboard. It seems wild to me that the sa...read more
Caroline_Pretty
Participant | Platinum Partner
January 22, 2025
Reply to Email notifications for inbound SMS
Same there. SMS notifications don't appear to be a preference here. What I did instead is create a Conversation-based workflow with the criteria bein...read more
Caroline_Pretty
Participant | Platinum Partner
December 02, 2024
Reply to Functionality to Obscure Sensitive Data and Reveal it through MFA
Correct @scott-heit yes it is the second piece you noted. F or the front-end member/user to be able to reveal their own data. Thanks for th...read more
Caroline_Pretty on November 13, 2024
SMS Text Replies Via Connected Inbox
Confirmed with HubSpot support on 11/13/24 that it is not currently possible to reply to a HubSpot SMS message via a connected inbox and only through the HubSpot CRM Inbox tool at the moment. Our team wanted to submit an idea to add the featur read more
Reply Idea Connected Email SMS
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Caroline_Pretty
Participant | Platinum Partner
November 11, 2024
Reply to SMS Opt-In in Forms
I was confused on if we could or could not opt-in SMS via a workflow but I just confirmed on a client account with SMS that you can indeed manage thi...read more
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