USE CASE: We use a custom property to identity when a contact is known to be a dead lead. However, many of these contacts have pending tasks associated which are no longer applicable once a contact is dead.
PROPOSED FUNCTIONALITY: Add a feature to workflows which would allow changing the status of a task or deleting it. Basically this would be just the opposite of creating a task from a workflow ... but perhaps a bit more complex to implement . Currently workflows auto create many tasks which now no long are applicable and must be manually deleted.
This would be fantastic. Use case is similar to what has already been mentioned:
If the lead hits criteria X (e.g. lead status disqualified) or a deal is closed-lost, all associated tasks should be either marked as completed or deleted automatically via a workflow, instead of manually doing this.
Why? It would make it less manual work, saving time, and it would keep our data and tasks queues cleaner in a more streamlined way.
Agree that this is a required feature. not everyone works in the same way and a team task that does not get cleared out when no longer relevant runs the risk of double work or a contact being contacted about the same issue multiple times.
Is this still a pressing need for businesses out here? We have been planning to build an app around this. would love to know if this has been solved by some means or people are still waiting for an super awesome function or app to help with this.
Hi @GPauriyal👋 you may be interested in Utilities for HubSpot. Among other features, this app offers custom workflow actions that allow you to mark Tasks as complete, as well as delete Tasks associated with the enrolled record. I hope that proves helpful 🙂
