Working with Workflow Action Sets

Smart CRM & Sales Hub
1

My team recently started working with workflow action sets and have run into a few issues that make them difficult to use effectively. Has anyone else has worked with workflow action sets and experienced similar problems or had better results? Some of our issues have included:

  • There doesn’t appear to be a way to delete an action set, update its name, or edit its details once it has been created and saved, making it super difficult to organize and iterate on saved sets
  • The documentation does not state any kind of hard limit on number of actions for an action set, but the tool does not allow adding more than 100 actions (despite the overall limit of 500 for workflows) to any action set.
  • For larger action sets, validation errors on the backend due to changes in CRM data after action set creation have led to duplicative work in the form of manually deleting and recreating actions in the set

I’m eager to hear from folks that have experimented with the feature about any successes or issues!

3

Hey @keri,

Welcome back!

Thanks for the detailed breakdown, these are helpful callouts on a relatively new feature.

A few of these pain points sound like they could be worth submitting to the HubSpot Ideas Forum if you haven’t already. That’s the best channel to get product visibility on gaps like these. I have also passed along this feedback internally.

Hoping some folks who’ve been working with action sets can weigh in on your validation error issue especially, would love to know if there are any others experiencing this.

Hey @EugeneAtKiwi, @Anton, @CarolinaDeMares – any chance you’ve worked with the new Action Sets feature and have any additional insight here?

Thank you!!

Sam | Community Manager

4

Hi Sam,

Thanks for your reply. I’ll definitely cross-post those first couple pain points to the Ideas Forum. I appreciate you looping in some folks that may have experience with the new(ish) feature :grinning_face:

-Keri