HubSpot Ideas

hhiggins

Add note actions for workflow enrollment and re-enrollment triggers

It would be a great addition to workflows if there were a feature for an enrollment trigger for when notes are added to contact, company, deal, or ticket records. Currently, there are activity triggers for "call notes" and "task notes" being added/updated, but these don't allow for automatic re-enrollment. Additionally, these triggers don't include a standard note being added to a record. If there were a trigger for that, and it allowed for automatic re-enrollment, it would be a great addition to the workflow tool.

8 Replies
quentin1
Participant

Indeed, this would be a nice addition - we were used to send a meeting report to slack in pipedrive via notes - allowing a local sales team to be updated on everything. 

LDunne
Member

Upvoted.

 

Use case: customer win/stories.

 

When a customer win is added to a company's notes, you can trigger workflows such as a company-wide Slack message.

NHettige
Participant

 

 

shadow42
Participant

is there a workaround for this issue for now?
@karstenkoehler , @Josh

CUeno
Member

I agree!!

JMoroyoshi
Member

I agree!!

CLai3
Member

Needing this very much!

TLang
Participant

I agree this is needed