TODOIST HUBSPOT UPDATE

Users and teams filters are a quick way to find activities that are most relevant to you and your team.įiltering timeline activity by users and teams is already possible with HubSpot standard objects.

With multiple users and teams working from the same records, it can be challenging to find the timeline activities that matter most to you. Our workflow integrations can help reduce the overhead, so you can automate processes across all your tools, straight from HubSpot Workflows.įilter Activity by Users and Teams on Custom Objects What is it?įiltering timeline activity by users and teams is now supported on custom object records. We know that teams are using multiple tools to run their business and improve efficiency, so it’s important for those tools to interact and share data with each other. With our new Todoist Workflow Integration, you can now create a task in your Todoist account straight from HubSpot. By providing an easy way to configure defaults, we can save our customers time when creating new payment links and quotes.Ĭreate a New Task in Todoist with Workflows What is it? Our customers typically accept both card and ACH, but some have shared they only want to sell with ACH. These preferences are also used when a customer updates their payment information for subscriptions. HubSpot Payments supports Card and ACH payment methods and at least one must be selected. This typically happens when a recurring payment fails but sometimes buyers just want to change their payment method.Ĭustomers can now select their preferences for which payment method they accept by default.

TODOIST HUBSPOT UPDATE

Why does it matter?Ĭustomers need to update payment information for their subscriptions. Merchants can also send buyers a link to update their payment method at any time. They can click a link from the email to easily update their payment method for the subscription. They will now receive an email when any ACH payment fails. Buyers automatically receive an email when a recurring payment fails. Update ACH Payment Methods What is it?Ĭustomers can now update payment information for ACH payments. These are all the features now live and ready to use in your HubSpot portal. In this blog, BBD Boom’s Hubspot experts will share some of the team’s favourite HubSpot updates from the last month.

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