Activity Based Workflows

@L_P 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
Part 2:
https://www.loom.com/share/ddc47aa5dedf4fcb8986fa54b56320ac
if anyone has a question just hit me up :slightly_smiling_face:
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 :slightly_smiling_face:
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.