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Cherisse
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Member since ‎Feb 11, 2019
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  • Upvotes Given
    14
  • Upvotes Received
    218
  • Ideas
    2

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Cherisse Mowry

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Cherisse on April 19, 2021
We use workflows to automate many tasks we would normally be manually managing. I would like the ability to use workflows to "Create Note" on a Contact and/or Company record. Example 1: Following a training, we provide our clients incenti read more
Participant
July 26, 2022
This would be incredibly useful! We would use it in our business as a way for users AT A GLANCE to see what follow-up workflow they have enrolled a ...read more
Bruno_Teixeira on December 11, 2020
Hello, It would be great if we could set a date in the future by using the "set a property value" feature in the workflows. Nowadays we can only set an static date or set the day of the step. It would be useful if we could set for example read more
25 upvotes
9 Replies
Member
May 18, 2022
We really need this too - I see the functionality exists when you have CRM Hub but that's a huge additional cost to incur for this fairly basic funct...read more
Cherisse on January 06, 2021
I love the upgrades to the delays in workflows! However, it would also be nice to identify a specific date to complete the next action. For specific events we use workflows to manage a campaign with the workflow goal being to register for the event. read more
3 upvotes
0 Reply
jzick on May 04, 2020
Currently, Hubspot's integration to Zoom only automates workflow and filters based on Webinars, and not with Meetings. In the midst of COVID-19, we've shifted all events virtually. Some are webinars, but others are Zoom large group meetings (100+ re read more
45 upvotes
12 Replies
Contributor
August 04, 2022
+100 upvotes, indeed. We have monthly product trainings for our customers and we really need to be able to tell who attended.
Solved
Cherisse on September 06, 2019
I was really excited when I read the article " Connect workflow if/then branches using Go to other action " however this new feature is not available for Contact-based workflows. Please expand this feature to include contact-based workflows. It read more
3 upvotes
3 Replies
Participant
October 28, 2019
Do we have any idea on the timing?? Very soon is vague and quite frankly this is one of my biggest pain points.
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