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MeganLegge
HubSpot Product Team
HubSpot Product Team
Member since ‎Mar 27, 2017
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  • Replies
    11
  • Upvotes Given
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  • Upvotes Received
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Megan Legge

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Activity

sgerrits on January 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 read more
Reply Idea Workflows
339 upvotes
104 Replies
MeganLegge
HubSpot Product Team
July 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 ...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
182 upvotes
42 Replies
MeganLegge
HubSpot Product Team
June 17, 2024
Hi Folks, Sales document triggers were previously made available as workflow triggers. Apologies for the delay in communicating the update. ...read more
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 read more
Reply Idea Workflows
51 upvotes
21 Replies
MeganLegge
HubSpot Product Team
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 ...read more
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 read more
Reply Idea Workflows
51 upvotes
21 Replies
MeganLegge
HubSpot Product Team
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 ...read more
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.
Reply Idea Marketing Emails
2 upvotes
3 Replies
MeganLegge
HubSpot Product Team
March 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...read more
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 read more
Reply Idea Workflows
51 upvotes
21 Replies
MeganLegge
HubSpot Product Team
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 ...read more
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