Folders to organize Workflows

HubSpot Ideas
6

@vishnu, sure.

Example - we have forms that qualify our leads for a “Marketing” stage. We call them “Marketing Qualifying Forms”. We used to have bunch of those, now our work is better organised and we need 3 to 4 maximum.
However, we have forms that indicate people are Sales Ready and we send the contacts to SalesForce. Those are “Sales Qualifying Forms”.
Also, we have forms specifically for campaigns and these forms will be used for few months only.
Also we have another brand to support on the same HubSpot instance and this brand needs to have also Marketing, Sales and Campaign forms. It is not easy for us to just separate them by naming them “Brand A - Marketing Form 1” or “Brand B - Sales Form 2”.
Being able to create few folders will do a lot in this.
I wish to be able to create 2 major folders called “Brand A” and “Brand B” and then sub folders “Marketing, Sales, Campaigns, Other”
As for Workflows - the same. We have flows that:

  1. Assin properties;
  2. Send contacts to campaigns under certain conditions and criteria;
  3. Send emails after specific campaigns and download requests;
    and etc. etc. etc.

I hope this clarification helps.

Cheers,
Ivaylo