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Gryzzly_io
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Membre depuis ‎févr. 5, 2019
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CJones3 le Décembre 01, 2022
bulk add collaborators to deals
Would be great to have the tools to bulk add collaborators to deals in Hubspot so when we have a new colleague join us we can add them into their partners deals as they work together on each of them. Currently new collaborators need to be manually a Lire la suite
Répondre Idée Deals
54 Mentions J'aime
20 Réponses
Gryzzly_io
Membre
Août 04, 2023
We use deal owners and csm owners, so having both added automatically through workflow to the deal collaborators would help and ensure they inherit t...Lire la suite
RMejia le Décembre 16, 2021
Add/associate form submission activity with deal along with contact
Submitting this idea that would allow a form submission activity to be automatically associasted with a deal. At the moment, the form submission activity only appears on the contact record, and would be great if you could have the activity also show Lire la suite
Répondre Idée Deals
127 Mentions J'aime
36 Réponses
Gryzzly_io
Membre
Juin 15, 2023
When we create an automated deal based on a form submission, we choose to take the contact and company history with it. It is really too bad we...Lire la suite
amandafann le Août 18, 2021
Send Sequence Emails from the Contact Owner when enrolling with a workflow
When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Rather, a specific Owner with a Paid Seat must be selected. For large Teams with many users, this means y Lire la suite
Répondre Idée Sequences Workflows
132 Mentions J'aime
42 Réponses
Gryzzly_io
Membre
Juin 12, 2023
Hey, can't believe this isn't possible and still here since 2021. Obviously a must when sending the same sequence from different people. For instanc...Lire la suite
cmccabe le Mars 23, 2020
Allow Customization of Preview Panel and Record Right Sidebar
I am implementing HubSpot Sales and CRM company-wide. We are starting with the most important features and rolling out 'nice-to-haves' as adoption increases. We are not using Tickets, Workflows, Memberships, or Playbooks at this time. Those features Lire la suite
Répondre Idée Account Settings
153 Mentions J'aime
66 Réponses
Gryzzly_io
Membre
Avril 24, 2023
I really like that we can customize all the objects and their sidebars and all. Even better to adapt what people see whether they are in one team or...Lire la suite
NicoleSengers le Février 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Lire la suite
Répondre Idée Contacts & Companies Workflows
956 Mentions J'aime
252 Réponses
Gryzzly_io
Membre
Avril 24, 2023
@KCTravison exactly!!! We need this for the exact same use case. Great to hear you use the same logic and expect the same thing : this feature sho...Lire la suite
NicoleSengers le Février 21, 2022
Set Association Labels On Records via a Workflow
I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event f Lire la suite
Répondre Idée Contacts & Companies Workflows
956 Mentions J'aime
252 Réponses
Gryzzly_io
Membre
Avril 24, 2023
@KCTravison exactly!!! We need this for the exact same use case. Great to hear you use the same logic and expect the same thing : this feature sho...Lire la suite
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