HubSpot Ideas

abbyghattas

Automate Workflow From Playbook Submission

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.

44 Replies
beckylimina
Member

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

Strumdrum
Participant

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
Member

Us too! Please make this a reality!

AWhite1
Member

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

HStepan
Participant

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

DArts
Member

would love to see this improvement as well!!

cjmaurer1
Participant | Platinum Partner

Pretty please! 😍

AAM
Contributor

This would be a great feature.

EthanM
Participant

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
Contributor

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
Top Contributor | Platinum Partner

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 

flynn_43
Participant

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

Msspinner
Member

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.  

AngelaRose
Member

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.

EthanM
Participant

Has anybody found a decent workaround for this?

AKremer
Member

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!

DouglasW
Contributor

Need this added!

SarahX
Contributor

I would like to see this feature. Also the ability to create a ticket from a playbook would be very useful.

EthanM
Participant

Any update on this?

CSic
Contributor

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?