# Activity Based Workflows

**URL:** <https://community.hubspot.com/t/activity-based-workflows/29928>\
**Category:** HubSpot Ideas\
**Tags:** workflows\
**Created:** [January 8, 2021, 8:05pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928 "2021-01-08T20:05:41Z")\
**Posts on this page:** 20\
**Page:** 5

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**Author:** ![LudmillaGarcia](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ludmillagarcia/32/17331_2.png) [@LudmillaGarcia](https://community.hubspot.com/u/LudmillaGarcia)\
**Post date:** [February 16, 2024, 5:56pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/81 "2024-02-16T17:56:26Z")

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this feature would be great for our customers in this would be super beneficial because of re-enrollment triggers!!!

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**Author:** ![JamieWilde](https://avatars.discourse-cdn.com/v4/letter/j/dec6dc/32.png) [@JamieWilde](https://community.hubspot.com/u/JamieWilde)\
**Post date:** [February 19, 2024, 11:41am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/82 "2024-02-19T11:41:42Z")

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Upvoted and followed, this feature would massively benefit us!

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**Author:** ![GVasas](https://avatars.discourse-cdn.com/v4/letter/g/e19b73/32.png) [@GVasas](https://community.hubspot.com/u/GVasas)\
**Post date:** [March 2, 2024, 6:35pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/83 "2024-03-02T18:35:14Z")

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Yes Please we need this!

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**Author:** ![MHolzer](https://avatars.discourse-cdn.com/v4/letter/m/8797f3/32.png) [@MHolzer](https://community.hubspot.com/u/MHolzer)\
**Post date:** [March 28, 2024, 8:50am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/84 "2024-03-28T08:50:43Z")

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@GMoineville  
Not true. i created a workflow which can create XXX after a meeting is logged/created.  
Its pretty complicated and requires a calculation property but works without code 🙂

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**Author:** ![L\_P](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/l_p/32/29368_2.png) [@L\_P](https://community.hubspot.com/u/L_P)\
**Post date:** [March 28, 2024, 8:55am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/85 "2024-03-28T08:55:43Z")

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@MHolzer Great, please can you share how you did this?

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**Author:** ![MHolzer](https://avatars.discourse-cdn.com/v4/letter/m/8797f3/32.png) [@MHolzer](https://community.hubspot.com/u/MHolzer)\
**Post date:** [March 28, 2024, 1:07pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/86 "2024-03-28T13:07:49Z")

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[@L\_P](https://community.hubspot.com/t5/user/viewprofilepage/user-id/208437) sure thing  
hope i dont get hate for this workaround. Last time i posted something like this someone got mad for me making the workaround and for hubspot not implementing it… XD  
Part 1:  
[https://www.loom.com/share/038c6aa815e845d6bbd1de5bc221c8c2](https://www.loom.com/share/038c6aa815e845d6bbd1de5bc221c8c2)  
Part 2:  
[https://www.loom.com/share/ddc47aa5dedf4fcb8986fa54b56320ac](https://www.loom.com/share/ddc47aa5dedf4fcb8986fa54b56320ac)  
if anyone has a question just hit me up 🙂  
There is a lot of room to improve like i mentioned in with the delay. Just keep in mind with that timewindow (with the copying of the record id to property A and then the other copying to property B) that some complications may can occur.  
Edit:  
If you want to set this up in your live account and dont want to create: lets say tasks for all existing meetings right now → Dont forget to set the property B to the exact Record ID of the lets say newly created meeting" → if the values match =true → nothing happens no actions  
if the values are false then the action happens so → if you put “X” as the starting value in property B then it would create the task for every object, if you dont want that put the right value in Record id of newest created meeting  
Edit Edit:  
Be really careful with the starting value and the whole implementation etc.  
The two branches step 2. and step 4. should really be activity based like in my video so you should really filter it down via lets say assigned to or another activity property i do this that i copy the property of the activity via the data sources into a property on the company/contact etc and then filter for this exact copied property  
If there is no value in both of these properties then the calc property just has nothing so you then dont have to put a value into every property B just fyi  
If anyone has any recommendations or ideas on how to make this better please dont be shy you can always send me a mail here:  
[maximilian.holzer@ife-bulk.com](mailto:maximilian.holzer@ife-bulk.com) 🙂  
and just for good measure  
Disclaimer:  
The information provided here is for general informational purposes only. It is not intended to be legal advice or substitute for professional advice. Always seek the advice of a qualified legal professional regarding any legal issues.  
Disclaimer: I am not affiliated with HubSpot, nor am I an employee of HubSpot. Any recommendations or suggestions provided are not endorsed or tested by HubSpot. These are workarounds or methods that I personally use. It is your responsibility to test and verify the effectiveness and suitability of these methods for your specific needs. I disclaim any liability for any damages, losses, or issues that may arise from the use of these methods or recommendations.

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**Author:** ![andiaz](https://avatars.discourse-cdn.com/v4/letter/a/9de053/32.png) [@andiaz](https://community.hubspot.com/u/andiaz)\
**Post date:** [March 29, 2024, 2:14pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/87 "2024-03-29T14:14:40Z")

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+1 upvoting on behalf of a customer

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**Author:** ![MaorL](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/maorl/32/66300_2.png) [@MaorL](https://community.hubspot.com/u/MaorL)\
**Post date:** [March 29, 2024, 2:28pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/88 "2024-03-29T14:28:40Z")

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@MHolzer can you export the work flow or take snapshots of it and snapshot of the brances filters

i’d like to try it.

also, what is the main purpose that you created this workflow for?

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**Author:** ![MHolzer](https://avatars.discourse-cdn.com/v4/letter/m/8797f3/32.png) [@MHolzer](https://community.hubspot.com/u/MHolzer)\
**Post date:** [April 2, 2024, 6:19am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/89 "2024-04-02T06:19:46Z")

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@MaorL  
You can’t really export in one go since hubspot export workflow feature is pretty bad.  
You can watch the Looms and just go through my explanation :). I go through every branch and explain which branch is situational and which is not.  
I use this workflow to create a task when a meeting is logged, but its more like a → Activity X gets logged do action A. This action literally can be anything from an automatic mail, to a date property being filled so can you can check when a first call, first meeting, etc etc has been made since creation, you can track individual activities and add it to a counter until X Activity with X outcome happens or X lead stage/lifecycle stage etc. → so you can get the average of things, there is a lot of possibilities to go about this. Just mentioning a few here

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**Author:** ![L\_P](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/l_p/32/29368_2.png) [@L\_P](https://community.hubspot.com/u/L_P)\
**Post date:** [April 4, 2024, 11:46am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/90 "2024-04-04T11:46:13Z")

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@MHolzer thanks very very much

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**Author:** ![ABeian](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/abeian/32/69814_2.png) [@ABeian](https://community.hubspot.com/u/ABeian)\
**Post date:** [April 8, 2024, 9:23am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/91 "2024-04-08T09:23:59Z")

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+ 1

Activities can be linked with various other objects, without a single common one always being guaranteed.

Reports are able to pull in the Activities directly, so we need the workflows to be able to do the same!

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**Author:** ![SKumar815](https://avatars.discourse-cdn.com/v4/letter/s/bcef8e/32.png) [@SKumar815](https://community.hubspot.com/u/SKumar815)\
**Post date:** [May 4, 2024, 5:07pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/92 "2024-05-04T17:07:28Z")

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Since activities are unable to serve as re-enrollment triggers, incorporating activity-based workflows would be highly beneficial.

For instance, imagine a scenario where each time a phone call is logged with the outcome being “left voice mail,” an automated email is sent to the contact. Similar workflows could be created based on various call or meeting outcomes.

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**Author:** ![CSisson](https://avatars.discourse-cdn.com/v4/letter/c/6bbea6/32.png) [@CSisson](https://community.hubspot.com/u/CSisson)\
**Post date:** [May 29, 2024, 7:10am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/93 "2024-05-29T07:10:14Z")

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There appears to be an existing request for this feature here already [HubSpot Ideas - Activity Based Workflows](https://community.hubspot.com/t5/HubSpot-Ideas/Activity-Based-Workflows/idi-p/398086) and it has 303 upvotes and 80 replies. If this is the same feature request, it would be good to try and consolidate upvotes.

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**Author:** ![CSisson](https://avatars.discourse-cdn.com/v4/letter/c/6bbea6/32.png) [@CSisson](https://community.hubspot.com/u/CSisson)\
**Post date:** [May 29, 2024, 7:02am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/94 "2024-05-29T07:02:10Z")

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Having the integration with Asana makes this request even more relevent. This would totally increase the value and use case. There needs to be an ability to put a task/activity into a workflow as the primary object and not just the deal or contact. The re-entry limitation is a major barrier and does not allow for multiple activities/tasks to be created against a deal or contact and then have those generate unique activities in Asana.

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**Author:** ![YGemayel](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ygemayel/32/39966_2.png) [@YGemayel](https://community.hubspot.com/u/YGemayel)\
**Post date:** [May 29, 2024, 9:14am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/95 "2024-05-29T09:14:52Z")

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I hope this is soon rolled out… So valuable to use re-enrollment triggers based on a meeting outcome

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**Author:** ![MHolzer](https://avatars.discourse-cdn.com/v4/letter/m/8797f3/32.png) [@MHolzer](https://community.hubspot.com/u/MHolzer)\
**Post date:** [June 11, 2024, 10:53am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/96 "2024-06-11T10:53:24Z")

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@YGemayel you can just create it on your own just filter down the activites which you want to make certain action outcomes

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**Author:** ![L\_P](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/l_p/32/29368_2.png) [@L\_P](https://community.hubspot.com/u/L_P)\
**Post date:** [June 11, 2024, 11:45am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/97 "2024-06-11T11:45:54Z")

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@MHolzer I do not see it on my menu when creating workflow. Please clarify, is it called something different than “activity based trigger” please?

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**Author:** ![YGemayel](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ygemayel/32/39966_2.png) [@YGemayel](https://community.hubspot.com/u/YGemayel)\
**Post date:** [June 11, 2024, 2:12pm UTC](https://community.hubspot.com/t/activity-based-workflows/29928/98 "2024-06-11T14:12:06Z")

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@MHolzer yes exactly but it does not allow re-enrollment. So suppose you have a company based workflow using activity filters as the trigger --\> it would not be possible to re-enroll companies except manually

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**Author:** ![MHolzer](https://avatars.discourse-cdn.com/v4/letter/m/8797f3/32.png) [@MHolzer](https://community.hubspot.com/u/MHolzer)\
**Post date:** [June 12, 2024, 6:37am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/99 "2024-06-12T06:37:41Z")

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@YGemayel not true you can build a company based (any object based) activity renerollment workflow you just use last modified date as an enrollment trigger and then filter down…  
just go to page 4

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**Author:** ![mbrehme](https://avatars.discourse-cdn.com/v4/letter/m/9de0a6/32.png) [@mbrehme](https://community.hubspot.com/u/mbrehme)\
**Post date:** [June 25, 2024, 8:40am UTC](https://community.hubspot.com/t/activity-based-workflows/29928/100 "2024-06-25T08:40:41Z")

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+1 For reacting to protocolled Linked-In Messages

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