Automate Workflow From Playbook Submission

[abbyghattas]

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.

[beckylimina]

Any update on this HubSpot as this functionality is desperately needed in order to make playbooks useful.

[Strumdrum]

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.

[Alain_Joffe]

Us too! Please make this a reality!

[AWhite1]

Hey guys, you can create a unique "Activity Type" for the Playbook and get some funtionality off of this in Workflows. 

[HStepan]

This would be so useful! Please add this to your list

[DArts]

would love to see this improvement as well!!

[cjmaurer1]

Pretty please! 😍

[AAM]

This would be a great feature.

[EthanM]

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.

[Ruurd]

Great idea!

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.) 

[vanessahunt]

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, 2022 5:20 PM) and we need it even more now 😄 

[flynn_43]

We need this as well > when playbook has been used, internal notification

[Msspinner]

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.