Folders to organize Workflows

Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a way to better organize each workflow into a folder structure.

 

http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/5739715-folders-to-organize-...

55 Replies
Charles_Groome
Regular Contributor
kcooper
Top Contributor

I would vote for it but am unfortunately out of votes at the moment...

 

This is a feature we too would find really helpful!

Enchev
Occasional Contributor

Hello.

I'm using the HubSpot Marketing tool for over a year now and have the screaming need to organise everything created so far.

We can put SmartLists in to folders and emails in to categories, but...
This would be extremely useful for Forms and Workflows as well (and every other option that doesn't have it.)

 

Currently we use Forms to collect information and we have different types / categories of forms. Some are for subscription purposes and some are sales oriented. Our current solution is to put specific acronyms in the Form name but this is far from a satisfying solution. Same goes with Workflows.

Please consider this as it's super important (I really can't stress enough the importancy of this for our business).

(Apologies if a similar thread has already been posted, but I couldn't find one)

Regards,
Ivaylo

HubSpot Product Team
HubSpot Product Team
updated to: Idea Submitted

@Enchev, this is something we are considering as part of language categorisation of Forms. Can you share some more use cases or how you would implement folderification of forms!

Enchev
Occasional Contributor

@vishnu, sure.

 

Example - we have forms that qualify our leads for a "Marketing" stage. We call them "Marketing Qualifying Forms". We used to have bunch of those, now our work is better organised and we need 3 to 4 maximum. 
However, we have forms that indicate people are Sales Ready and we send the contacts to SalesForce. Those are "Sales Qualifying Forms". 

Also, we have forms specifically for campaigns and these forms will be used for few months only.

Also we have another brand to support on the same HubSpot instance and this brand needs to have also Marketing, Sales and Campaign forms. It is not easy for us to just separate them by naming them "Brand A - Marketing Form 1" or "Brand B - Sales Form 2". 

Being able to create few folders will do a lot in this.
I wish to be able to create 2 major folders called "Brand A" and "Brand B" and then sub folders "Marketing, Sales, Campaigns, Other

As for Workflows - the same. We have flows that:

  1. Assin properties;
  2. Send contacts to campaigns under certain conditions and criteria;
  3. Send emails after specific campaigns and download requests; 
    and etc. etc. etc.

I hope this clarification helps.

Cheers,
Ivaylo

michellel
New Contributor

 Yes please. When you have quite a few workflows it is annoying and time-consuming not to be able to group them except by user or naming convention

mburnthall
New Member
RebeccaTroelstr
New Contributor

Yes to this. I have an eternally long list of workflows that all apply to different aspects of my business. I'd love to be able to group them. 

Christian
Regular Contributor
Completely agree - we have 152 workflows.. quite chaotic! Smiley Happy
dannyAppBuddy
Visitor

Everytime I click on Workflows and still don't see an option for folders...

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