Activity Based Workflows

[sgerrits]

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.  

[sgerrits]

Hello,

We're exploring the addition of other objects, like meetings, though cannot currently say if/when they will be added.  We appreciate the continued feedback.

Best,

Megan

[sgerrits]

Hi everyone,

Call workflows are now live to all customers with access to the workflows tool. Please let us know if you have feedback 😀

Best,

Megan Legge

Product Manager for Workflows

[sgerrits]

Hi everyone,

I wanted to let you know that Task centered workflows went into public beta today. You can join the beta through the product update found via this link: 

https://app.hubspot.com/l/product-updates/all/?update=13961268

If you have any questions or feedback about the task workflows please send me a message. We'll continue to explore adding support for additional activity types. 

Best,

Megan Legge

Product Manager for Workflows

[sgerrits]

Hi everyone, 

I wanted to post an update since there have been some new options introduced that solve some of these use cases. Last year "When an event occurs" triggers were added (KB doc), which made a number of new trigger options available. As mentioned as needed in many of the comments here, these new triggers include: Meetings, Calls, and Sales documents interactions. 

To use these options, create a Contact workflow and select the trigger type "When an event occurs." Here are some screenshots for reference:

 

 

 

Another great thing about these event driven triggers is that the contact will enroll and re-enroll every time the event happens. So for example if you have a Meeting booked trigger, every time the contact books a meeting they will enroll. This should help with a lot of the needs outlined above : )

Best,

Megan Legge

Product Manager for Workflows

[faithantion]

Hi @MeganLegge, thank you for the update! The task-based and call-based workflows work well and I'm glad to see HubSpot working on this expanded functionality. Meeting-based workflows would be SO helpful for our team as most of our logged activities are Meetings, not Calls. I would love to automate Call and Meeting Type and Call Outcome. As others have asked, it would helpful to know if that's on the roadmap.

[MeganLegge]

Hello,

We're exploring the addition of other objects, like meetings, though cannot currently say if/when they will be added.  We appreciate the continued feedback.

Best,

Megan

[RPepin9]

The possiblity of using meetings the same way as calls to trigger workflows would be really handy. I'm facing a problem where I need to send meeting notes to a slack channel when they're updated, but can only do this from the contact record (in conjunction with a list and reenrollment settings) but the problem is it sends the note one time for each contact associated to the meeting. So if the meeting has 3 contacts, the slack channel gets the same message three times. 

I need to be able to trigger workflows from meetings directly.