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]

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

[Nussey]

I'd love to send a Slack message any time someone createa a note!

[bmorgan1]

@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?

[PHix]

Leo, is your request different from this one: HubSpot Ideas - Activity Based Workflows? If not, maybe we can get more attention and upvotes by consolidating?

[PHix]

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.

[bmorgan1]

@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).

[spoole]

This would be very beneficial, there's lots of use cases for this

[PSterkenburg]

+1000 to this!

[MartinK]

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]

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]

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]

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]

Please add this it would be a huge value add

[L_P]

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"

[ArgoWicaksana]

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.

Thank you!

[MikoWens]

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

[NDabb]

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]

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

[JamieWilde]

Upvoted and followed, this feature would massively benefit us!

[GVasas]

Yes Please we need this!

[MHolzer]

@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 🙂