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rcusma
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Rachael Cusma

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809CharlieTango on Agosto 30, 2017
Team Mentions (@mention Team)
Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process Leia mais
Responder Idéia
235 avaliações positivas
91 Respostas
rcusma
Membro
Junho 07, 2023
Is it possible to get an update on if this will be implemented?
EGopaul on Julho 22, 2021
Custom Object Personalization Tokens in Sequence Templates
Hi! It would be really great to have personalization tokens available from custom objects within the template creator. We use these templates for sales sequences and would like to be able to customize emails with properties from our custom objects. Leia mais
Responder Idéia Custom Objects Properties Sequences Snippets & Templates
96 avaliações positivas
34 Respostas
rcusma
Membro
Junho 07, 2023
Is there any movement on adding tokens for custom objects?
rcusma on Fevereiro 21, 2023
Set and Manage Snippet Access
Requesting the ability to lock down access to create, edit, or delete snippets by teams or users. Our company requires approval from department heads before a snippet can be created/ used. This will help eliminate the amount of unnecessary and incor Leia mais
Responder Idéia Snippets & Templates
21 avaliações positivas
4 Respostas
809CharlieTango on Agosto 30, 2017
Team Mentions (@mention Team)
Hello, I was wondering if it would be possible to add a feature in HubSpot where HubSpot teams can be mentioned in the Notes area of a contact, company and deal record. We want to avoid mentioning several names when receiving a payment or process Leia mais
Responder Idéia
235 avaliações positivas
91 Respostas
rcusma
Membro
Junho 07, 2023
Is it possible to get an update on if this will be implemented?
hayesnelson on Junho 27, 2017
Use workflow to trigger a sequence
I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' Leia mais
Responder Idéia Sequences Workflows
774 avaliações positivas
262 Respostas
rcusma
Membro
Janeiro 07, 2020
Would it also be possible to also have this in reverse? Once a sequence has been completed the contacts are then enrolled into a workflow.
bellawu on Abril 06, 2017
Add revision history for workflows and forms that shows which users modified
We should be able to see which team member made which changes and at what time and date to both workflows and forms. This would add accountability for large teams that work collaboratively. http://ideas.hubspot.com/forums/76407-general-hubspo Leia mais
Responder Idéia Workflows
83 avaliações positivas
20 Respostas
rcusma
Membro
Novembro 06, 2019
Is there an updated on when revision history will be available in contact-based workflows? There was an update a few months back stating it will ...Leia mais
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