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hshafter
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Member since ‎Mar 17, 2017
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  • Replies
    4
  • Upvotes Given
    22
  • Upvotes Received
    50
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devon42 on November 13, 2019
Hello - I am trying to create a workflow based off of a date at the deal property. From what I can tell, HubSpot only allows a date centered workflow at the contact level. This is what I'm trying to accomplish: Send a follow up email 60 days aft read more
16 upvotes
29 Replies
Key Advisor
October 28, 2021 07:58
@vmora , you could choose which deal property you would like to copy over when using the deal workflows. You could also have multiple contact prope...read more
hshafter on September 29, 2017
Hi, I have a suggestion for making workflows easier to edit. Once a workflow is created, it would be great to be able to cut, copy, and "drag & drop" items. For example, I might want to create the same task to be repeated with a waiting read more
39 upvotes
26 Replies
HubSpot Product Team
August 30, 2021 11:27
Hi @acorbett We've recently begun thinking about how we can make it easier to re-use actions across workflows, but, we're still in the research an...read more
lsirac on November 21, 2016
Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every read more
781 upvotes
150 Replies
Contributor
October 12, 2021 02:57
cheers!
lsirac on November 21, 2016
Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every read more
781 upvotes
150 Replies
Contributor
October 12, 2021 02:57
cheers!
rdavidson on July 18, 2017
Please allow users to export Personas profile data, including demographics. It would help when we go to update or modify these at team meetings. Thank you.
26 upvotes
9 Replies
Member
September 06, 2021 20:10
I would also like to be able to export Persona's exact details. As in each Persona. Otherwise you just have to manually copy.
lsirac on November 21, 2016
Some businesses benefit from entering 2 different email addresses for a single contact. For now, they create a custom property "secondary email", but if someone fills in a form with this secondary email, they have to manually merge the contact every read more
781 upvotes
150 Replies
Contributor
October 12, 2021 02:57
cheers!
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