Workflow for task deletion?

Smart CRM & Sales Hub CRM
1

Hey guys, like the title describes, I’m looking to see if there is a workflow i can write to complete, edit, or close open tasks for leads/contacts that have a status = disqualified.

Currently the status comes directly off our Salesforce instance, and there is a bi-drectional sync on most everything.

I am trying to:

a. prevent users from adding contacts to queues if they’ve been disqualified or if status = disqualified

b. prevent the creation of tasks for leads/contacts that have been disqualified

c. mass delete or take off queues, or sync lists once a contact/lead has been disqualified

Any help?!!

2

Hi, @carlos_xeeva. I’m not sure this is something that’s natively possible; it won’t be available with native HubSpot workflows. Those workflows only let you create HubSpot or Salesforce-side tasks; it won’t allow you to modify an existing task.

I don’t have Salesforce’s task sync turned on - it’s possible that if desired updates on tasks in Salesforce push to HubSpot, you may be able to solve this with Salesforce-side task automation instead.

3

Can I enable a workflow to take the contact off the salesforce inclusion list?

4

Not explicitly as stated, but you could accomplish this with a helper list.

Build a new static list (must be static, not smart), and have your HubSpot automation add undesired contacts to that static list. Then, update your inclusion list criteria to explicitly exclude anyone who’s a part of that list, along with your existing criteria.

5

I have the same question.

I have a combination of Salesforce-originated tasks and Hubspot-originated tasks.

The systems are synced so tasks are visible in both systems, irrespective of which system they were created in.

The challenge is: very hard to get anything done on the SF side.

Ideally, I would be able to create a workflow to “edit tasks” or “change task status” - even easier would be if fields were available in the task view - if there was “edit columns” and we could see e.g. lifecycle stage, status etc. then it would be easy to multi-select and complete tasks for e.g. disqualified contacts as a workaround.

Any ideas?

6

I have this problem with using the HubSpot native tasks (not using SFDC). When we add someone to a sequence and then later identify they are no longer with the company, my reps still have those outstanding tasks. A way to mass delete those associated tasks would be great.

7

Hi @carlos_xeeva and everyone,

Good news, HubSpot has introduced task workflows! This means that tasks can now be automatically closed.

Workflows
Task workflows
November 7, 2024

What is it?

Users can now create task-centered workflows.

Why does it matter?

Enhance task automation with greater flexibility and efficiency. Trigger automation directly from changes in tasks, like creation, status updates, or overdue notifications. Establish standard, automated processes for task management. For example, alert a sales manager when specific tasks complete or become overdue, or automatically create tasks in other project management tools when you start tasks in HubSpot.

How does it work?

To create a task workflow:

From the workflows tool homepage, click “Create workflow” and select “From scratch”
Choose the task object on the object select page
Choose the trigger based on task events or properties
Add actions as usual

Who gets it?

Marketing Hub Pro, Marketing Hub Enterprise, Operations Hub Pro, Operations Hub Enterprise, Sales Hub Pro, Sales Hub Enterprise, Service Hub Pro, Service Hub Enterprise

You can find this beta here:

816×361 70.5 KB

You can now enroll tasks based on criteria of your liking and use the ‘Edit record’ workflow action to set a task status to completed:

If you want to make it easier for others to find this update, you can help them by accepting my reply as a solution. I’d appreciate it, too.

Have a great day!

8

nvm - missed the “Beta” part