📞 Playbooks should have the option to not log as a call, it should be able to be completed without associating it to an activity. ✨ Playbooks should have the option to be required between stages (deal stages, ticket statuses, and lifecycle stages) 🔁 Playbook questions should be able to copy to a property natively without having an enterprise hub. This feature is SO POWERFUL for SMB and Mid-Market sales teams but never gets used because the enterprise hub isn't worth the upgrade to them. 📚 Playbook completion should be targetable with workflows. Spinning off automation from the playbook being completed OR not completed is a simple workflow that can hold sales reps accountable for accurate data tracking. That is my playbook plea, sign below if you agree 🤲
You can log the playbook as a note, email or meeting under settings. I added a screenshot below.
I'm also looking for the following:
1. Conditional logic is needed. We want our teams to be able to use these playbooks to help qualify leads or gather information. 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?
2. Use of snippets in property responses. Currently you can only use snippets in the "Notes" field which does not save to a record, we want the ability to use snippets when responding in a multi-line text property (answer to property is only available in enterprise)
3. Save and skip to a new section or playbook. Would be nice to be able to more easily skip between sections.
4. Abilty to EXPORT the submissions to excel or pdf!
Hi, I'm the PM for Playbooks and we're starting to explore a couple of new ideas with them.
We know Conditional Logic and Sections is a big ask and we are starting to think about it.
I'm currently doing research on mandatory Playbooks. If you've got feedback on requiring Playbooks at a certain stage or ensuring compliance, I'd love to chat. Send me a DM with your email and I'll get a call scheduled. Thanks!
Hi, I'm Winnie the PM for Playbooks. I'm following up on this thread with an update. We've researched this more with the engineering team and a few of these requests will be difficult to implement in current playbooks. As a result, we're actively exploring a new feature we're calling Process Guides that will try to tackle this more holistically.
These are the features we're actively looking at including in the new Process Guides:
📞 Playbooks should have the option to not log as a call, it should be able to be completed without associating it to an activity. <-- Flexible logging of Process Guides ✨ Playbooks should have the option to be required between stages (deal stages, ticket statuses, and lifecycle stages) <-- Prompting and requiring Process Guides based on stages or events 📚 Playbook completion should be targetable with workflows. Spinning off automation from the playbook being completed OR not completed is a simple workflow that can hold sales reps accountable for accurate data tracking. <-- adding actions / triggers to each step of a Process Guide or to the completion of a Process Guide.
CTA request: We're gathering input from customers on what the top processes they care about are. Check out the loom linked in this survey and help us out by filling 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!
Very excited to see this idea has tractions! I'm hopping back into the platform after some time away, saw Playbooks, and thought, "This is exactly what we need!" ...but was immediately cast back down to Earth when I saw that it can only be updated as a logged call. Would love it if the ability to disassociate Playbooks from logged activities rolled our ASAP, even if the other, more complex features take some time to implement.
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