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tomsedgwick
投稿者
コミュニティー参加日： ‎3 13, 2018
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  • ベストアンサー数
    0
  • 件の返信
    8
  • いいね！した数
    25
  • いいね！獲得数
    163
  • ご意見・ご提案
    2

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Tom Sedgwick

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アクティビティ

tomsedgwick 2月 02日, 2021
Trigger workflow when a sales rep changes the owner
Hi there, I want to trigger a workflow if the owner of a contact is changed by a specific user. Context: management wants to know if a sales rep changes the owner of a contact. We don't want the automation to run if the owner is changed by ma 続きを読む
返信 アイデア Workflows
2 いいね！
0 コメント
tomsedgwick 3月 04日, 2019
Permission to access individual workflows
Hi all, I have given a freelancer access to our workflows so that he can develop a workflow with a webhook in it. I see this as a major security risk. It would be great if I could give users access to individual workflows, without them h 続きを読む
返信 アイデア Workflows
29 いいね！
16 コメント
tomsedgwick
投稿者
11月 27日, 2019
There is a toggle for creating and editing workflows. Just turn that off for your sales team. They can still enrol people in workflows with this turn...続きを読む
khughes 4月 03日, 2017
Add CC and BCC capabilities to emails from HubSpot
We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this. Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email f 続きを読む
返信 アイデア Marketing Emails
828 いいね！
249 コメント
tomsedgwick
投稿者
4月 09日, 2019
Yeah, we need this as well so that we can trigger automation in TrustPilot. They use a BCC email that I need to enter into an email in a workflow. B...続きを読む
tomsedgwick 3月 04日, 2019
Permission to access individual workflows
Hi all, I have given a freelancer access to our workflows so that he can develop a workflow with a webhook in it. I see this as a major security risk. It would be great if I could give users access to individual workflows, without them h 続きを読む
返信 アイデア Workflows
29 いいね！
16 コメント
tomsedgwick
投稿者
11月 27日, 2019
There is a toggle for creating and editing workflows. Just turn that off for your sales team. They can still enrol people in workflows with this turn...続きを読む
解決済み
tomsedgwick 1月 31日, 2019
Share dashboards with a team
Hi there, We really want to be able to share dashboards within a team. We really want to be able to create dashboards for management without everyone being able to see them. I understand we can re-create a private dashboard for every use 続きを読む
返信 ディスカッション Contacts Analytics
4 いいね！
2 コメント
Mary_Cheney 3月 17日, 2017
Task Priority Status
Would love to see an option when creating tasks to assign an urgency level. It would be great if those tasks were color coded for the reps receiving the tasks or just some so of visual like a column dedicated to Urgency Status so that they ca 続きを読む
返信 アイデア Tasks
85 いいね！
83 コメント
tomsedgwick
投稿者
1月 17日, 2019
Yeah, we really need a way to filter tasks based on custom property values. We have a whole bunch of tasks that can sit for months while we are w...続きを読む
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