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Bürobert
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Member since ‎Dec 5, 2022
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  • solutions
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  • Replies
    14
  • Upvotes Given
    47
  • Upvotes Received
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  • Ideas
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Bürobert
Contributor
December 12, 2025
Reply to Create Association 10-minute delay limit
Is this limitation also applied when working with direct API calls rather than the native workflow action? Otherwise this "safeguard" will make imple...read more
Bürobert
Contributor
December 12, 2025
Reply to More control over note associations and display context
Great ideas, I've had this complaint from time to time as well.
Bürobert on December 12, 2025
Segments: Allow filtering for "not associated to object"
Filtering a segment for records which are not associated to another object (with further criteria on the associated object) requires a workaround of first building another segment, which then can be used to filter "is not member of segment". I read more
Reply Idea Segments
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Bürobert on December 12, 2025
Workflows: Processor to create associations between objects which are not enrolled
I have object types A, B and C. Enrolling an object of type A in a workflow creates an object of type B. It passes on record_id of A and record_id of C. I would like to enroll object of type B into a workflow to create an association betwee read more
Reply Idea Workflows
0 upvote
0 Reply
Bürobert
Contributor
October 16, 2025
Reply to Option to add timeline activity from associated contact(s) after deal is created
Such a feature would increase adoption rate of properly assigning communications to other objects than Contacts massively.
Bürobert
Contributor
October 10, 2025
Reply to Automatically delete tasks related to Contacts when Unenrolled from Sequence
One of my users is asking for this as well. Since I don't want to close all Tasks when a Contact unenrolls, and since there is no (exposed) Ob...read more
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