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04534
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Member since ‎May 10, 2024
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James Traynelis

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04534 on March 10, 2025
specify type in search term should pull up workflows
When I use global search, I'd like an easier way to sort object types. for instance when I search a specific workflow would be nice to type out the object and have it pull up all workflows with keyword "fintech" @Chzheng
Reply Idea Contacts & Companies Workflows
0 upvote
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04534 on March 07, 2025
trigger deal/contact workflows when user is deactivated
When we let go sales reps or have turnover, it sure would be nice for the offboarding tasks of reassigning their leads/deals was automatic. Meaning: 1. User is deactivated team = AE - Enroll in deal workflow if deal owner is them that re read more
Reply Idea Account Settings Users & Teams & Permissions Workflows
0 upvote
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04534 on March 05, 2025
sequence unenrollment criteria
The sequence unenrollment criteria is super outdated. We really need a way to 1. NOT unenroll from sequence when customer replies and 2. Use other list filter criteria to unenroll from the sequence. This would reduce the amount of needless workflo read more
Reply Idea Lists Sequences Workflows
3 upvotes
0 Reply
04534 on March 04, 2025
Mandate/Reinforce Playbook Usage/Viewing (Even when not logging)
Hey! Wanna share an idea that came from leadership, they love the playbook feature. We have playbooks on how to sell against/win against each of our competitors. They're based on data and highly effective. We'd like a way to report on whet read more
Reply Idea Playbooks Sales Reporting
2 upvotes
0 Reply
04534 on February 27, 2025
regex in hubspot default fields + conditional color formatting for text fields.
We use the hubspot next step field-- would be nice to add a regex requirement to the field so reps fill it out correctly ie initial date - next step (Nothing else after it) Also, not sure if this is possible, but would be AMAZING if we co read more
Reply Idea Properties
0 upvote
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04534 on February 26, 2025
Send automated SMS via sequences.
Send automated SMS via sequences. Hey we have seen a huge business impact from integrating SMS into our sequencing. However in order to do this, we have to reply on a third party VOIP that causes other issues. Would be AMAZING if Hubspot c read more
Reply Idea Activity Feed Calling Contacts & Companies
0 upvote
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