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.
@Nussey I'm looking at triggers, and for contact-based you can trigger based off activities (and pick the note type); for company-based, Notes are a trigger. Notes can't be a trigger for Deal-based. So for example, you could set up something like this in a company-based workflow:
Since any new note will have a create date, that's the same as being triggered when someone creates a note. Yes?
I would find this very helpful because then we could reference the properties associated with the activities within the workflow itself. I'm trying to create a workflow that sets a custom HubSpot user contact property "SDR" to the user who most recently interacted with a contact if that user was a member of a specific team. I can get the trigger to work (as shown in the screenshot) but then I have no way of dynamically referencing the user that created the activity to set the SDR property.
Perhaps having activity based workflows would allow this data to be referenced in the workflow.
@PHix This could be a hassle if your team is very big, but you could try an if/then branch; see screenshot (I just used one of our custom properties as an example).
Who doesn't expect his CRM to react to specific activities as they occur? The existing feature of doing a sequential search through the entire log is totally useless! Can't believe this feature doesn't exist already!!
Being able to build a workflow on activity-based triggers that can take actions on activities would be a very helpful feature. For example, it would save time if we could program a logged call or meeting with a name containing certain keywords to be set to a certain meeting type and/or outcome. There are contact-based workarounds that can use an associated activity as a trigger, but I haven't found a way to take resulting action on an activity, like a logged meeting.
For some scenarios, like triggering workflows, you can sometime trigger on last activity date. One case where this doesn't work - that was brought to me today - is when comments are added onto existing activities. Apparently NO property at all is updated when this happens - not even "Last modified". Surely this is an oversight?
Activity based workflows are just so needed. My use case was updating a "last completed meeting date" for companies and contacts so you could manage say "target accounts with no meeting in last 30 days"
Hubspot please this is the 4th request for the past 2 years regarding activity-based workflow with commutative 250++ upvotes and counting. Please create an activity-based workflow! So, that I can export activity property to a spreadsheet seamlessly with workflow, or I can set new actions to follow up the leads with any workflow based on activity.
@GMoineville Not true. i created a workflow which can create XXX after a meeting is logged/created. Its pretty complicated and requires a calculation property but works without code 🙂
