I am a Revenue Operations professional and I recently started using Hubspot after using Salesforce.com for many years. A very large gap in Hubspot workflows relates to the ability to manipulate records in a complex way. For example, Salesforce flow is an environment that sits “on top of” the CRM environment such that a user can create variables (single record, record collections, loops, Get Records, Create Records etc…) perform complex calculations and then update the CRM.
A fairly simple use case I have can not be accomplished efficiently in Hubspot is as follows:
I have a Product Line on a Deal that has quanity of 10
When the Deal moves to Closed Won, I want to create 10 new Deal Records, each being related to the single Product Line record on the deal marked as Closed Won. In salesforce, this is easy. I grab the Product Line, use the quanity property in a loop, then create a set of records using the properties from the triggering deal record.
I am not interested in creating multiple workflows in Hubspot, which introduce overhead and complexity, as a solution when a much more clean and efficient solition is available in Salesforce.
I would love to see this functionaliy become native in Hubspot or at least find an app that can be bolted onto Hubspot to deliver the same functionality. Here is a link to the SFDC Flow functionalityI am referring to
https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_loop.htm&type=5
Are there any plans to introduce anything like this in the Hubspot Platform? Thank you.
-Robert Banks