Hi Folks,
Thanks for all the comments and upvotes. I’m here with an update: We’ve recently launched a beta feature called Scheduled Triggers, that allow you to run HubSpot workflows on custom, pre-defined intervals, to better support your recurring processes. This allows you to repeat (eg. “loop”) a workflow on a specific schedule that you define.
This feature is exclusive to Operations Hub Professional & Operations Hub Enterprise.
This new type of trigger is intended to support repetitive business processes that aren’t tied to a specific change or event, and instead need to happen on a regular, specific cadence. Two examples:
- You want to automatically clean up data every Thursday night, before you run your weekly reports.
- You want to create tasks for your success team on the first of every month, to remind them to run a health check for each of their customers.
To learn more, check out this KB Doc: Create a scheduled workflow.
If you are an Operations Hub Pro or Ent customer and you’d like to participate in this beta, reach out to your point of contact at HubSpot and let them know that you would like access to the Scheduled Triggers rollout which they can sign you up for through our internal Customer Success tool. If you don’t have one of those subscriptions currently, but would still like to check it out, consider starting an Operations Hub trial, while also requesting access to the roll out for the duration of the trial.
Best,
Megan