HubSpot Ideas


Reference Teams in Workflow Triggers and Branches

Workflow functionality could be improved by expanding the triggers and branch criteria available for user fields to include an option to specify a Team. This would reduce the need to specify individual users, which can be a hassle during on- and offboarding.


Example: Customer Service needs to be notified if they have a deal open for over 3 days. The following are the current trigger criteria:
1. Deal stage = Open

2. Create date has not been updated in the last 3 days

3. Deal owner = user 1, user 2, ..., user 7

Trigger 3 would be more efficient if we could specify a Team. Trigger 3 could be "Deal owner is a member of the Customer Service Team."