This would be very helpful. We are looking at using a playbook for an internal purpose. Ideally it would send the answers to our marketing team for review when a certain playbook is used.
Any update on this HubSpot as this functionality is desperately needed in order to make playbooks useful.
I feel like this request has enough traction to warrant a response from the HubSpot team. Count me in the same group that would really like to see workflows triggered by playbooks.
Us too! Please make this a reality!
Hey guys, you can create a unique “Activity Type” for the Playbook and get some funtionality off of this in Workflows.
This would be so useful! Please add this to your list
would love to see this improvement as well!!
Pretty please! ![]()
This would be a great feature.
I’m also interested in this! I want to replace the typeform we use for the handover between Sales and CSM with a Playbook. I would love to create a deal from playbook completion automatically.
Great idea!
I would like to move contacts to a Lifecycle Stage based on 1 or more specific answers in a Playbook. Our agents need to make an assessment of whether a Contact can move to Opportunity. We use a Playbook for that and I’d like to automate the move to Opportunity based on a set of answers in the Playbook.
Example:
IF ‘question 1’ is answered with ‘A’
AND ‘question 2’ is answered with ‘C’
AND ‘question 3’ is answered with ‘D or E’
--> Set property value ‘Lifecycle Stage’ to ‘Opportunity’.
This will also allow me to restrict edit rights on the LCS property (currently the agent fills the playbook, manually changes the LCS and a manager reviews the playbooks regularly to see if all went well. Ouch.)
Same here - I have several use cases for clients where I’d like to trigger a Workflow based on completion of a Playbook and particular types of Notes added as content in the Playbook? Is this on the roadmap anywhere please? It’s nearly a year since my first support of this comment (see replies above
Sep 9, 2022 5:20 PM) and we need it even more now ![]()
We need this as well > when playbook has been used, internal notification
This would be helfpful. It does not do much good to select multiple choice options if that information cannot trigger action, be used in reporting, or otherwise show up anywhere other than the playbook.
We have a partner playbook, and the partner manager would like a notification when a playbook is completed. This functionality would also be useful for our customer success team when the sales team finishes a deal and has a handoff playbook ready to go. yes, please do this thing.
Has anybody found a decent workaround for this?
I was looking for this capability as well. I want the ability to trigger a workflow so a task is created to contact the client, if a specific playbook is utilized. I hope they think about implementing this!
Need this added!
I would like to see this feature. Also the ability to create a ticket from a playbook would be very useful.
Any update on this?