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MeganLegge
HubSpot-Produktteam
HubSpot-Produktteam
Mitglied seit ‎Mär 27, 2017
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  • Antworten
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Megan Legge

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Aktivität

sgerrits on Januar 08, 2021
Activity Based Workflows
Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email Beitrag ansehen
Antworten Idee Workflows
339 Likes
104 Antworten
MeganLegge
HubSpot-Produktteam
Juli 11, 2024
Hi everyone, I wanted to post an update since there have been some new options introduced that solve some of these use cases. Last year "When ...Beitrag ansehen
amoa on Februar 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 Beitrag ansehen
Antworten Idee Lists Sales Documents Sales Reporting Workflows
182 Likes
42 Antworten
MeganLegge
HubSpot-Produktteam
Juni 17, 2024
Hi Folks, Sales document triggers were previously made available as workflow triggers. Apologies for the delay in communicating the update. ...Beitrag ansehen
cbmoldov on April 01, 2021
Schedule workflow expiration date
It would be a life saver if we had the ability to schedule workflows to deactivate themselves on a specified date (date picker) similar to how we can schedule landing pages to unpublish themselves. This would be huge for people who have a salesforce Beitrag ansehen
Antworten Idee Workflows
51 Likes
21 Antworten
MeganLegge
HubSpot-Produktteam
April 26, 2024
Hi @AmyM1 & all, The feature is now live to all accounts with access to the workflows tool, so no need to opt in. More info can be found ...Beitrag ansehen
cbmoldov on April 01, 2021
Schedule workflow expiration date
It would be a life saver if we had the ability to schedule workflows to deactivate themselves on a specified date (date picker) similar to how we can schedule landing pages to unpublish themselves. This would be huge for people who have a salesforce Beitrag ansehen
Antworten Idee Workflows
51 Likes
21 Antworten
MeganLegge
HubSpot-Produktteam
April 26, 2024
Hi @AmyM1 & all, The feature is now live to all accounts with access to the workflows tool, so no need to opt in. More info can be found ...Beitrag ansehen
KalBhojak on August 10, 2022
Timed Start/Stop for Workflows
Hello, Is there a functionality, where one can activate/diactive workflows on specific time/date. This helps to auto turn off without the need to manually turn off workflows.
Antworten Idee Marketing Emails
2 Likes
3 Antworten
MeganLegge
HubSpot-Produktteam
März 13, 2024
Hi Everyone, Thank you for sharing the examples and feedback on this feature. I'm excited to announce a new setting to automatically turn off w...Beitrag ansehen
cbmoldov on April 01, 2021
Schedule workflow expiration date
It would be a life saver if we had the ability to schedule workflows to deactivate themselves on a specified date (date picker) similar to how we can schedule landing pages to unpublish themselves. This would be huge for people who have a salesforce Beitrag ansehen
Antworten Idee Workflows
51 Likes
21 Antworten
MeganLegge
HubSpot-Produktteam
April 26, 2024
Hi @AmyM1 & all, The feature is now live to all accounts with access to the workflows tool, so no need to opt in. More info can be found ...Beitrag ansehen
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