CRM

abhisekpadhi
Member

Can we get workflows that trigger with Tasks in professional/enterprise license?

SOLVE

We have a requirement to trigger workflow based on changes to a task object in hubspot. 

Currently it is not possible.

 

Is this feature available in professional or enterprise pricing plans?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can we get workflows that trigger with Tasks in professional/enterprise license?

SOLVE

Hi @abhisekpadhi,

 

You can already trigger workflows based on the status of a task: Set up triggers > When filter criteria is met > Change "Filtering on" dropdown

 

karstenkoehler_0-1730097207541.png

 

karstenkoehler_1-1730097224015.png

 

You're correct, it's not possible to create activity-based workflows. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-Based-Workflows/idi-p/398086

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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3 Replies 3
abhisekpadhi
Member

Can we get workflows that trigger with Tasks in professional/enterprise license?

SOLVE

@karstenkoehler what do i choose here - 

What-based workflow should i use ?

 

abhisekpadhi_1-1730099425130.png

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Can we get workflows that trigger with Tasks in professional/enterprise license?

SOLVE

@abhisekpadhi that depends on which type of record you'd like to enroll. As I said, there is no activity-based workflow at this point. You can enroll contacts based on a task completed on that contact, companies based on a task completed on that company and so on.

 

If you describe your use case in more detail, I can advise.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can we get workflows that trigger with Tasks in professional/enterprise license?

SOLVE

Hi @abhisekpadhi,

 

You can already trigger workflows based on the status of a task: Set up triggers > When filter criteria is met > Change "Filtering on" dropdown

 

karstenkoehler_0-1730097207541.png

 

karstenkoehler_1-1730097224015.png

 

You're correct, it's not possible to create activity-based workflows. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Activity-Based-Workflows/idi-p/398086

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

 

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.