AShukla38

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Aman Shukla

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AShukla38

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Fevereiro 05, 2024

Reply to Automate record associations in workflows

We would like a feature in the workflow actions that allows us to associate a contact with another contact. Currently, we have data on both learners ...Leia mais

AShukla38 on Janeiro 12, 2024

There should be a property who can help us with the History of conversation movement

I want to track the conversation inbox when someone changes the inbox. If an agent moves a conversation from one inbox to another, there should be a property to keep track of these actions.

Responder Idéia Live Chat & Bots

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AShukla38 on Setembro 19, 2023

Access on Calls Level

There Should be access on the level of the call. we are looking to use best calls with a coaching playlist to train our sales agents. but as I can see for this we have to give all contacts access also so that they can see all calls. but why we sha Leia mais

Responder Idéia Calling

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AShukla38

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Agosto 04, 2023

Reply to Second reminder for feedback survey

Indeed, you can send reminders to those individuals. To do this, you must create a custom feedback survey and access the reminders feature under Auto...Leia mais

AShukla38 on Julho 05, 2023

Add a feature in HubSpot Workflow's filters

Hi Team, In our account, there are n number of workflows that don't have a "Created By" value. So there should be a filter to determine how many workflows have no "Created By" value.

Responder Idéia Workflows

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