HubSpot User is Out of Office

Is there an official way to vote on features? We need this too.

@peter_mxtoolbox - it is ultimately up to the product managers and their teams to determine priority of features on their roadmap. The best you can do for now is to upvote it at the top of this thread. :slightly_smiling_face:

Thanks @CKjeldsen the upvote button is what I was looking for. I had overlooked it before.

It’s an absolute must have. Not having such a basic feature as auto-reply is like creating a car without wheels: the engine will run all right but it will not get you anywere. Hey HubSpot, you have your CRM running but it doesn’t get you anywere, you have no wheels to your engine.

We absolutely need this feature not only for workflows and tasks but also for tickets and conversations.

We are now in the situation when a co-worker didn’t know somebody is OOO and re-opened the ticket → the ticket is stuck until somebody is back.

I use the workaround with changing the team, but when you have multiple forms, channels, inboxes etc - it becomes a nightmare to remember the list of all places where you need to change the team as well.

+1

There is a big lack of functionality for Out Of Office situation. It’s well implemented for Outlook and related services, so it would be great to have the same thing for Hubspot.

There has got to be an easier way of dealing with OOO staff.

Ditto. Very keen on this idea.

Commenting to create urgency on this again! This would be incredibly helpful in so many automations rather than doing everything manually.

Do these topics actually make an impact on what is worked on for future features? This HAS to be something every organization deals with right?

I feel like they are completely ignoring this easy win. You can already have Outlook integrated and setup scheduled calls with people based on their availability. With the existing integration, workflows should be easy to set those same rules to. Clearly they never really look at these or take into account what partners need. We had a meeting with the product managers and really thought this would be prioritized. We never heard back from them after that initial meeting and they have yet to reply to one email.

Repost of my earlier answer as it’s currently the best way around this:

Two potential workarounds on this:

Option 1 (if you’re assigning round-robin to a team)

If you’re assigning to a team then should be easy, just move the user out of the team when they’re out of office and they wont be assigned anything. Perhaps create an OOO Team for this

Option 2 (if you’re assigning to an individual)
If you’re assigning to an individual, you could set up a second workflow

Enrolment criteria would be contacts whose owner = person X (the person who is OOO)

  • Step 1: re-assign owner to whomever is covering for person X
  • Step 2: alert the new owner

You can create a list of contacts that have completed the workflow if you need to see all those leads

Turn this workflow off when the person comes back to work :slightly_smiling_face:

Accept Solution.gif

This is not a solution. This is a manual process that everyone upvoting this idea is already doing currently.

I agree. That is a “workaround”. Under the Users tab, there’s no reason there can’t be just a checkmark box that we can click when a rep is sick or OOO. If that checkmark is selected, they would be removed from any rotations in play.

I couldn’t agree more. We’re making it work with manual workarounds, but it’s very cumbersome. I find it extremely disappointing that Hubspot has yet to implement this critical feature.

Honestly there is no reason this can’t be all automated. Our reps already have their outlook accounts integrated with Hubspot so that people can schedule calls with them. If Hubspot already has full access to Outlook, a rep with an OOO setup should easily be translated over to Hubspot Workflows so that there is no need to manually pull everyone on and put back in when they are back. We currently have to setup email reminders for management to take people out/add to workflows. People miss emails/reminders so it results in our team unknowingly taking on more work than they should.

@JFountain agree - this should be way simpler than creating more workflows that would need to contantly be managed.

Having the OOF option is a must, I have 20 workflows I need to adjust each time…

Would really appreciate this feature!

Having the same problem. Truly need an easy functionality that can set a user to “out of office”!