HubSpot Ideas

carmen

Assign tasks from a sequence to different users

Hi,

I enrolled many contacts in a sequence.

the sequence includes emails and tasks.

however, the task to call contact is to be executed by another hubspot user. how can i assign that to them automatically?

41件のコメント
christa
投稿者

How is this not yet possible? Please add the ability to select WHO the task should be assigned to when we are adding a task step to a sequence. For teams this is especially challenging when multiple Hubspot users are involved in the lead/contact management.

With workflows, we can select who the task is assigned to when we create a task as an action step. I thought a work around could be to enroll the contact into a workflow after completing the sequence. However, what I ran into is that we are unable to filter the enrollment for ONLY the contacts that finished the sequence due to 'no response' which is all we are wanting a task for at the moment.