Our Director of Service would like a way in HubSpot to record a Client Happiness to identify at-risk clients more readily. Our service users will be required to report on/input after interacting with the client, whether they were happy, neutral, or upset. I don't know the best way to do this and wanted some ideas/thoughts. Maybe a custom property? Can we prompt the service user to fill out this data after they close a conversation or log a meeting? Maybe an integration is out there for this?
I'm not aware of any feature that would prompt a user to fill a certain field after a call, unfortunately. One way of reminding users would be a contact-based workflow. This workflow would be triggered when a call is logged on a contact record. It could start with a 15 minute delay and would then check (if/then branch) whether the custom property was filled or not. If not, a reminder email could be sent.
(Re-enrollment would be a bit tricky here and would have to be set up via active lists, let me know if you need assistance or more details here.)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
@karstenkoehler Thank you for taking the time to think and talk this through. Two questions come to mind on this. First, the re-enrollment like you said if you can help me better understand how to achieve that. Secondly, can we have the workflow look at whom the call was logged by? It's key that only service users to get prompted to fill out the field, not sales users that log a call on the contact record.
I'm not aware of any feature that would prompt a user to fill a certain field after a call, unfortunately. One way of reminding users would be a contact-based workflow. This workflow would be triggered when a call is logged on a contact record. It could start with a 15 minute delay and would then check (if/then branch) whether the custom property was filled or not. If not, a reminder email could be sent.
(Re-enrollment would be a bit tricky here and would have to be set up via active lists, let me know if you need assistance or more details here.)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer