topic Re: Daily Report in Calling

Daily Report

Mmatalon — Thu, 04 Jan 2024 22:56:52 GMT

I want to send a Slack notification to my company sales channel when a sales rep hits a certain number of calls for that day. The only way I can do this is through a Goal workflow, the only issue with that is that the smallest goal you can set is weekly, and I am looking for a daily goal. Does anyone have and idea of what I can do?

Re: Daily Report

karstenkoehler — Fri, 05 Jan 2024 05:25:50 GMT

Hi @Mmatalon,

I don't believe this is currently possible - the goal-workflow is a great way to approach this but as you noticed, goal creation is limiting you to a weekly cadence. Since this can't be changed, I'm not seeing any ways one could work around that.

You could request daily goals in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

The product team reviews these requests based on their popularity.

Best regards!

Re: Daily Report

ACC1 — Mon, 08 Jan 2024 10:30:17 GMT

Hi @Mmatalon , if you're open to using a 3rd party tool for this, you could use Gluetrail - we're a no code workflow platform, listed on the HubSpot marketplace.
With Gluetrail, you can build a simple workflow that, every hour for example, calculates the total number of calls per rep for the day and check who has reached a specific goal. Then, send a Slack notification to celebrate them accordingly.
Happy to show you if you'd like!