Hierarchies in roles

[PBaan25]

Use case: I want to be able to automatically asssign a task to the manager of a sales rep in an organisation with many different teams and thus sales managers. 

For this, I want to be able to use some sort of hierarchy in roles, so the systems knows who is manager of which team with users.

Basically, I need to be able to dynamically point to the right manager instead of hand-picking for each and every workflow. Anyone knows if this is possible?

[PArd]

Looks like this m,ay be getting delivered soon - I've just seen this in our portal

[PBaan25]

Oh wow, that sounds promising. I see we have the same option now. I'll dig into it!

[PBaan25 · Accepted solution]

I guess solving it the workflow way doesn't work either. Created a new property "manager" using the "user"-property type. The created a workflow that branches for each business unit. The workflow sets the manager-field based on the owner of the deal, so now every deal has an owner and a manager attached to it.

This way, I was hoping I can have any action on the deal lead to a follow-up action with the manager involved.  By using the Hubspot user-property I was hoping I can use the task and mailing options of Hubspot for follow up, but it is not possible to select and appoint the value of a property-field to the task-owner of recipient-field of actions to be performed in the workflow. 

[TomM2]

Hey @PBaan25 what are you definitions/criteria for a task assignment? What objects trigger a task assignment in your portal? 

For example, if you had a contact object record who was assigned to a team, you could easily create a workflow that says something like "if contact is assigned to "EMEA sales team" create a task for "manager user". It would take some manual setup up first to assign it to each manager, currently there's no way to assign a user as the "manager" of a specific team. 

[PBaan25]

Thanks, I guess there's no solution then. What I would like to do is to create a task (or send an E-mail) to the manager of a sales rep that is for instance not following up on specific tasks in Hubspot. With many teams and thus many different managers I need to be able to link a specific manager to a specific sales team. This cannot be done by using the generic roles Hubspot currently offers.

[TomM2]

Hmmm I wonder would task queues help you achieve this? You could create a task queue for each team and auto-assign tasks with workflows. 

Managers could then filter their queues if they wish by overdue tasks or follow up dates.