We want our sales team to call specific contacts every month to do a 'health check' on the customer (ask questions to find out how the health of the account is doing), so we schedule recuring tasks.
To get the right questions answered we have created a playbook for them to follow.
However we want the playbook to apear in the scheduled task so they know that is what they are meant to do without needing to click out of the task then into the playbooks
Hi, I'm the Playbooks PM. This isn't possible in current Playbooks, but my team is activelyexploring a new featurewe're calling Process Guides for enforcing process in HubSpot. A big part of this feature will be how do you surface it to users, whether on the record, in a workspace, or perhaps through Tasks.
We're gathering input from customers on what the top processes they care about are. Check outthe loom linked in this survey to learn more about the product and help us out byfilling out the survey by Dec 15th, 2024!
The survey is open to any HubSpot customer or prospect. Thanks in advance for the great feedback this community offers to us in Product at HubSpot!
Would be very useful - we are looking for a way to standardize follow-up calls to website form submissions. Linking a workflow triggered task to a Playbook would be a great way to do that.
Hi, I'm the Playbooks PM. This isn't possible in current Playbooks, but my team is activelyexploring a new featurewe're calling Process Guides for enforcing process in HubSpot. A big part of this feature will be how do you surface it to users, whether on the record, in a workspace, or perhaps through Tasks.
We're gathering input from customers on what the top processes they care about are. Check outthe loom linked in this survey to learn more about the product and help us out byfilling out the survey by Dec 15th, 2024!
The survey is open to any HubSpot customer or prospect. Thanks in advance for the great feedback this community offers to us in Product at HubSpot!
