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jbartola
HubSpot Product Team
(He/him)
HubSpot Product Team
Member since ‎Apr 25, 2023
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Jesse Bartola

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GIlievski on September 21, 2023
Custom Object List manual workflow enrollment
You can manually enroll lists of Contacts into a live workflow but this is not possible for Custom Objects. It would be really useful to enroll the Custom Objects from a list in cases where a number of them have been missed, or in my case when you d read more
Reply Idea Custom Objects Lists Workflows
4 upvotes
3 Replies
jbartola
HubSpot Product Team
September 26, 2023
Ask and you shall receive.
kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
283 upvotes
106 Replies
jbartola
HubSpot Product Team
July 17, 2023
Hey folks- I'm happy to announce that our event-based workflow triggers has just been released! As part of this, you can now trigger off of doc...read more
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
158 upvotes
37 Replies
jbartola
HubSpot Product Team
April 26, 2023
Hi all, I'm a lead on the on the Workflows team and I wanted to personally reach out and share an update here. We understand that enrolling on ...read more
kbialy on January 29, 2018
Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list an read more
Reply Idea Sales Documents
283 upvotes
106 Replies
jbartola
HubSpot Product Team
July 17, 2023
Hey folks- I'm happy to announce that our event-based workflow triggers has just been released! As part of this, you can now trigger off of doc...read more
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