I think you might be able to. Select a deal-based workflow, then look at the trigger types. There’s one for “Meeting”, and it has all the things you’d need: meeting start time, activity date, activity assigned to, meeting outcome, meeting type, etc. Emailing a reminder to the person could be a little trickier, but you can set meetings up to do that anyway. If you set up a contact-based workflow you can enroll them in a sequence which can be triggered by activities. For example, you could set it up so that if the meeting outcome is set to “completed” it kicks off an email, a task, etc.
YES! Activity-based workflows would be great. This would work well for lots of use cases and solve this issue I have for reporting: https://community.hubspot.com/t5/HubSpot-Ideas/Automatically-track-call-email-and-meeting-count-and-allow/idi-p/797862
@bmorgan1 It’s not the same. This way, the workflow will look at Deals with at least one Activity associated that is XYZ. This has the following drawbacks:
- It doesn’t let you target the Activity with updates. You can’t change the name, date etc. With an Activity based workflow, the idea is that you’d also be able to edit the Activity’s properties and otherwise affect it.
- Because of “at least one Activity”, it only works once for each deal, unless you delete the activity. Because when a second activity comes in that meets the criteria, the deal won’t re-enroll (this trigger can’t be set as re-enrollment criterium).
Need that feature ASAP
I’d love to send a Slack message any time someone createa a note!
@Nussey I’m looking at triggers, and for contact-based you can trigger based off activities (and pick the note type); for company-based, Notes are a trigger. Notes can’t be a trigger for Deal-based. So for example, you could set up something like this in a company-based workflow:
Since any new note will have a create date, that’s the same as being triggered when someone creates a note. Yes?
I would find this very helpful because then we could reference the properties associated with the activities within the workflow itself. I’m trying to create a workflow that sets a custom HubSpot user contact property “SDR” to the user who most recently interacted with a contact if that user was a member of a specific team. I can get the trigger to work (as shown in the screenshot) but then I have no way of dynamically referencing the user that created the activity to set the SDR property.
Perhaps having activity based workflows would allow this data to be referenced in the workflow.
@PHix This could be a hassle if your team is very big, but you could try an if/then branch; see screenshot (I just used one of our custom properties as an example).
This would be very beneficial, there’s lots of use cases for this
+1000 to this!
Who doesn’t expect his CRM to react to specific activities as they occur? The existing feature of doing a sequential search through the entire log is totally useless! Can’t believe this feature doesn’t exist already!!
We would need this too! In this case to create a task if an one to one email was opened 3 or more times. Please review 
Being able to build a workflow on activity-based triggers that can take actions on activities would be a very helpful feature. For example, it would save time if we could program a logged call or meeting with a name containing certain keywords to be set to a certain meeting type and/or outcome. There are contact-based workarounds that can use an associated activity as a trigger, but I haven’t found a way to take resulting action on an activity, like a logged meeting.
For some scenarios, like triggering workflows, you can sometime trigger on last activity date. One case where this doesn’t work - that was brought to me today - is when comments are added onto existing activities. Apparently NO property at all is updated when this happens - not even “Last modified”. Surely this is an oversight?
Please add this it would be a huge value add
Activity based workflows are just so needed. My use case was updating a “last completed meeting date” for companies and contacts so you could manage say “target accounts with no meeting in last 30 days”
Hubspot please this is the 4th request for the past 2 years regarding activity-based workflow with commutative 250++ upvotes and counting. Please create an activity-based workflow! So, that I can export activity property to a spreadsheet seamlessly with workflow, or I can set new actions to follow up the leads with any workflow based on activity.
Thank you!
Here’s the link to try and consolidate upvotes for this feature HubSpot Ideas - Activity Based Workflows - There are over 300
We would absolutely benefit from this capability. Have many automations that hit a brick wall without this functionality.
Looks like this has been open for 3 years and still hasnt been implemented as far as I can tell? Is there any recent update from the team?