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.
The use case I have in mind is for a workflow to trigger after a sales meeting to assign a task to the salesperson to attach their notes/qualification survey to the meeting. I know you can use playbooks to do this but we don't have Enterprise
Right now I can only use Contact property "At least one Activity", which is limiting because I want to trigger a workflow on every activity that meets certain criteria, not just the first one.
Absolutely agree that this is a necessary feature - or some reliable scalable way of triggering an automation on creation/updates to activity records.
A heads up for anyone using the list-based approach: it only works in small-volume situations, once you start having high turnover in these processes they will start having multi-hour delays in being added to the lists; or failing to be added to the list before they are no longer eligible for enrolment and therefore being totally missed.
Requesting on behalf of a customer that I worked with.
This feature is needed because "At least one associated Activity has ..." is too limiting and would not work if we want to trigger a set of actions each time an activity is logged.
In this case, we want to send a series of automation if the phone number provided is wrong.
This would benefit telemarketing departments for an example.
Right now if a customer cancelles a meeting you can only trigger a workflow to notify the salesperson. But the next time it wont work because of no re-enrollment.
Who needs to see this to make this happen? At this point, this looks like a selfish attempt to mitigate server resources. We need this functionality even if we need to pay for it like zapier. Ive spent over 15 hours working on a solution to trigger field updates off of call dispositions because there is no real workflow system that works with activities.
Upvoted. Having activity triggers will also help to unenroll contacts from a workflow or sequence when the customer responds to the email, calls the office or sends a SMS.
Can't believe this has not been added yet as it's a key trigger that would benefit every user... @zeke
This is needed SOOOO much and should be a standard functionality. There are just so many limitations in the whole activity management that it's a huge struggle for our sales people. No way to automate Meeting Types, no way to bulk edit meeting details in a list view. Come on Hubspot!
No wonder that our sales activity data is in such a bad shape, cause it's so hard to update. Can't blame our sales reps for that.
