Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows.
An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email to the contact. You could create similar workflows depending on the outcome of a call or meeting.
Just ran into this issue today. It's 100% needed. My example:
We create call/meeting activities when our sales team books a meeting. I have a workflow that triggers Slack to notify a channel so the whole company gets to celebrate with the person who booked a meeting.
The issue I'm running across is the re-enrollment functionality doesn't work for activities. We are starting to loop back to meetings we booked previously that never made it anywhere. So we still want to celebrate these wins with the BDR team. It's also became a thing in our company: 'if it doesn't show up in Slack, did it really happen?' It's really fun for my team and BDR's are disappointed when their meeting doesn't show up. I am also currently going into HubSpot workflow and manually adding these to the workflow so that it lights up Slack, but that's just not scalable.
If anyone has found an alternative way or workaround, I'm all ears!
We also need this ASAP. We are trying to set up a workflow that reminds the sales team to update the meeting type, meeting outcome, add notes from the meeting, and also add any required follow up items post meeting and cannot seem to do it without referring to an acivity based workflow which is not an option! Please add this funtionality soon!
1000% necessary functionality. We are trying to encourage note taking and call logging in CRM, but need to promote visibility in Slack by pushing these notifications when calls/notes are logged to high value deals. Impossible to do without this type of option
We also need this function for several reasons. As mentioned already, to remember sales people to add the correct call type and also to trigger slack/email notifications.
I higly recommend also to give us the possibility to create new activities based on an engagement. Like how it is possible to create a task for someone, also to create a "Log call" engagement were it is possible to pre-select the outcome and type of the call.
Yes, yes! This is exactly what we need, too. Activity-Based workflows would allow me to automate several items that need to happen when a call is logged with a particular outcome:
1. Update the Deal Stage.
2. Update a custom property to credit the particular caller for that outcome.
3. Send a notification to their manager for celebration.
Would really appreciate having this function. We would like to update properties based on certain activities by specific people, but we can't really do this since re-enrollment is not an option 😞
We have just run into an issue with one of my staff who makes outbound calls to existing clients.
Activity-based workflows with if/then branches based on the call outcome would solve create significant efficiencies within this particular role and allow us to focus more on selling rather than admin.
My circumstance is I'd like a task to be assigned to our Sales team every time they log a specific call so that it reminds them to send a follow-up 1 month later.
I'm not sure if this would solve your specific issue, but we've gotten around this in certain cases by using list membership as the workflow trigger. So rather than having the activity trigger the workflow directly, we created an active list with the same criteria and then used membership of that list as the trigger to enrol a contact into the workflow. By using list membership, contacts can then be re-enrolled every time they are added back to the active list.
It took us a bit of time testing out the criteria to make sure it was picking up the right contacts at the right time, but hopefully it can help.
An example of the list filters that could be used for this are:
I would absolutely love to see this implemented as there are thousands of use cases for this! Especially as it relates to meetings where I have found many roadbloicks that could be solved with activity based workflows.
A possibilidade de criação de fluxos de trabalho bem elaborados, com base nas Atividades, se faz extremamente necessário.
Para que possamos enviar notificaçõesde comemoração, ou até mesmo instruções de registro da reunião e alteração do resultado da reunião após sua conclusão.
