I would like to be able to automate a workflow when a playbook is saved to a contact or a deal. For example, if I use a playbook to help sales walk through a purchase order or lead submission to another department, I would like to be able to automate in internal notification to other team members which displays the answers to the playbook questions, the contact or deal associated with the playbook submission and identify the hubspot user who used and saved the playbook.
I feel like this request has enough traction to warrant a response from the HubSpot team. Count me in the same group that would really like to see workflows triggered by playbooks.
I'm also interested in this! I want to replace the typeform we use for the handover between Sales and CSM with a Playbook. I would love to create a deal from playbook completion automatically.
I would like to move contacts to a Lifecycle Stage based on 1 or more specific answers in a Playbook. Our agents need to make an assessment of whether a Contact can move to Opportunity. We use a Playbook for that and I'd like to automate the move to Opportunity based on a set of answers in the Playbook.
Example:
IF 'question 1' is answered with 'A'
AND 'question 2' is answered with 'C'
AND 'question 3' is answered with 'D or E'
--> Set property value 'Lifecycle Stage' to 'Opportunity'.
This will also allow me to restrict edit rights on the LCS property (currently the agent fills the playbook, manually changes the LCS and a manager reviews the playbooks regularly to see if all went well. Ouch.)
Same here - I have several use cases for clients where I'd like to trigger a Workflow based on completion of a Playbook and particular types of Notes added as content in the Playbook? Is this on the roadmap anywhere please? It's nearly a year since my first support of this comment (see replies above
Sep 9, 20225:20 PM) and we need it even more now 😄
This would be helfpful. It does not do much good to select multiple choice options if that information cannot trigger action, be used in reporting, or otherwise show up anywhere other than the playbook.
We have a partner playbook, and the partner manager would like a notification when a playbook is completed. This functionality would also be useful for our customer success team when the sales team finishes a deal and has a handoff playbook ready to go. yes, please do this thing.
I was looking for this capability as well. I want the ability to trigger a workflow so a task is created to contact the client, if a specific playbook is utilized. I hope they think about implementing this!
I think Conditional logic is needed. Based on responses to a particular question, we want to gather more information or skip to a different section entirely. ex: if yes, ask second question for more info. Conditional logic is currently available in properties and forms - why not in playbooks?
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