HubSpot Workflow: Send Conversation Note
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Eggshell Koi
It would be nice to send a text note into a conversation from a HubSpot workflow action. Furthermore, it would be even better if we could tag a SalesMsg user in that note.
Chris Brisson
Hiya Eggshell Koi, thanks for this post! I have a few more questions for you:
- What specific information or details would you like to include in the text note sent from the HubSpot workflow?
- How frequently do you anticipate using this feature in your workflows?
- Are there specific scenarios or use cases where tagging a SalesMsg user in the note would be particularly beneficial?