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AndreaD
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Member since ‎May 19, 2017
  • solutions
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    3
  • Upvotes Given
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  • Upvotes Received
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Andrea Drennen

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pbrown on May 11, 2017
I'm creating some customized workflow rules in Salesforce and would like to send the link to the Hubspot Contact to the recipient of my workflow email. Hubspot already provides this link via the Hubspot Intelligence Visual Force page. However, I'd read more
1 upvote
12 Replies
Participant
June 12, 2018
This should be a field in the database that we can pull as a token. In my case, I have used Zapier and Trello to create a marketing pipeline similar ...read more
bellawu on April 06, 2017
We should be able to set the CRM Deal Stage property in workflows, so we can send Inline EDM follow ups on mass to sales prospects in the deal funnel. This will then automatically jump the prospect to a new deal stage in the CRM. I get that there read more
41 upvotes
15 Replies
Participant
January 16, 2018
I vote for this functionality as well. We have certain fields based on the size of the client's portfolio that determine the amount of the deal. Righ...read more
Stevie on April 11, 2017
There is currently an option within workflow settings to have actions execute only on business days, but there's some room for more customization there. It would be really useful to add a weekend-only option, or allow customers to manually select wh read more
33 upvotes
19 Replies
Participant
December 20, 2017
I could really use this too. We want to have a follow up email for all of the people that request contact over the weekend to let them know a sales p...read more
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