HubSpot Ideas

sgerrits

Activity Based Workflows

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.  

70 Replies
MartinK
Participant

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!!

jspbx
Member

We would need this too! In this case to create a task if an one to one email was opened 3 or more times. Please review 🙂

faithantion
Contributor

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.

JohanL
Contributor

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? 

sharkC4
Member

Please add this it would be a huge value add

L_P
Contributor

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"

MikoWens
Member

We would absolutely benefit from this capability.  Have many automations that hit a brick wall without this functionality.

NDabb
Member

Looks like this has been open for 3 years and still hasnt been implemented as far as I can tell? Is there any recent update from the team?

LudmillaGarcia
HubSpot Employee

this feature would be great for our customers in this would be super beneficial because of re-enrollment triggers!!!!

JamieWilde
Member

Upvoted and followed, this feature would massively benefit us!