Seriously Needed Features for Workflows

Workflows is the most powerful and arguably most important tool in HubSpot. It'd be amazing if HubSpot can implement more advanced logic options and expand its abilities as in its current state is pretty limited and hasn't seen drastic/significant changes over the years. 

 

As a heavy HubSpot and Workflows user, I'd love to see the following additions.

 

1) "Mini" if/then statements that allow the branch to check for a condition, and if it doesn't meet it then it goes back to the original branch. I don't know the specific name for this type of thing in programming terminology but here's an example. Let's say that in a branch, I want to check whether or not a field is blank. If it is blank, I want to fill it with something. If it's not, then it skips that action and continues onto the same branch. This isn't possible currently and I have to copy the entire branch into the second option which is just silly and creates a huge visual mess. In other words, we can build conditional logic that can go back to the original branch if needed. 

 

2) Ability to run Companies or Deals objects through workflows. Currently, workflows are run with Contacts being the focal point. Yes you can change company properties and create new deals, but these must always be connected to a contact. Essentially you cannot run a Company through a workflow if there's no associated contact. And for deals, you can't even update anything after inception. This would be useful for SO many things it's ridiculous that HubSpot doesn't already support it.

 

3) Being able to automate Associations between deals and contacts, companies and contacts, and deals and companies, and any combination of these. I understand that HubSpot will create auto-associations but sometimes I'd like to create my own rules. In its current state sales reps have to do this MANUALLY which is insane when you're dealing with thousands of records.

 

4) Folders. Like really HubSpot? We get folders for Lists, file manager, LPs, etc. but no organization options for Workflows. This is such a basic feature that people shouldn't even be requesting. Some sort of organization feature for Workflows would be great.

 

5) Formulas functions. Sometimes I'd like to be able to sum up 2 different number fields and set the result to another different field. I'm not even asking for complex mathematical formulas (which would be nice to have) at this point. Just simple addition, substractions, division, multiplication functions would be really amazing to have and would open up a world of possibilities. 

 

These are all of the features I would LOVE to see implemented in HubSpot. I honestly think it would improve the tool so much and give HubSpot a leg up against it's competitors and resolve so many frustrations that many enterprise-level customers have. Thank you for reading and Up-Voting this!!!

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29 Replies
CameronWilson
New Contributor

 Hi @JoseHan - This is a great post! If you are looking for more powerful workflows outside of HubSpot's native functionality you may want to check out Azuqua. With Azuqua you have the ability to perform if/else statements, boolean statements, continue-if statements, for-loops, etc. 

 

With Azuqua you have the ability to build custom automation so being able to associate a company with a deal or a contact with a deal would be no problem.Screen Shot 2018-04-16 at 11.58.03 AM.pngScreen Shot 2018-04-16 at 11.58.37 AM.png

Azuqua also allows you to store all your workflows in one location so you can stay organized or if you need to alter an existing one.

 

Screen Shot 2018-04-16 at 12.03.37 PM.pngLet me know if you have any questions!

mbfolger
Occasional Contributor

Workflow Types would also be nice. There are several instances where I need to be able to exclude contacts from certain types of workflows.Manually adding that suppression is time consuming.

travwhite
Occasional Contributor

Also the ability to copy flows for if/then strings so we dont have to copy the same workflow string over and over again : (

samarcher
New Contributor

Automating associations between companies and contacts is a big YES from me

lanewhite
Occasional Contributor

Re: #1 - I've been able to do certain logic flows without duplication of branches, but it requires you to create a lot of different workflows and "daisy-chain" enrollment. This gets problematic when workflows finish at different times (so you need lots of delays built in). In other words: still very complicated.

jxlio
Occasional Contributor

YES PLEASE

hilanb
Regular Visitor

Love this idea and fully support! 

naomi_hyett
New Contributor

I agree with the workflow idea. I need to be able to automate certain fields to pre-populate with certain information for our sales team. HubSpot is extremely expensive for very limited functionality. This feature would also be beneficial for marketing as well. We sometimes do local campaigns that involves a very specific search function but HubSpot doesn't allow us to filter by mile radius or search for multiple criteria under companies. Extremely frustrating. I'm constantly being told how bad HubSpot is due to the lack of functionality. We pay for Enterprise and to be honest we don't see much benefit. 

mbfolger
Occasional Contributor

@naomi_hyett  To be fair, sometimes the limitation lies within the 3rd party integration, not with HubSpot. Once SFDC gets involved, there will most definitely be limitations. And if the feature would be strapped by what the 3rd party allows, would it even be a good feature to release? In those cases I get it.

One idea for you to handle mile radius lists is to build a list of postal codes within X mile radius and use that as filter criteria on your smart list.