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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!!!

29 Replies
JoseHan
Regular Contributor

Thank you all for your support and comments. I was able to get on a call with a HubSport product manager a few weeks back and was told that some of these features are already in production. Hopefully we'll see some new updates in the next few weeks but I'm very happy that HubSpot is actually listening to our suggestions. Your votes do really matter! Thank you! 

DAnaGuiloff
Occasional Contributor

@JoseHan VERY nice list. We need #1 & #5 yesterday. 

MW
Occasional Contributor

Being able to customize these workflows in more ways will really add another layer of functionality to the workflows. I'm often very confused by some of the limitations we come across with options and drop downs. Formulas especially!

olsendm04
Occasional Contributor

I cannot agree more with your first point!!! When we first started using Hubspot and mapping out how we wanted our worklfows to work, we relied hevily on what you are saying.  Very disappointed when I found out that there was not an easy way to do what I wanted.  Upvoted!!! 

NoD
Occasional Contributor

How about giving the opportunity to associate a ticket to a Company?

We get emails in conversations that open up a ticket. This ticket is associated to the email sender but not to the contact associated company. Please make this possible to get solved throug workflow settings. Thanks.

 

rachaelshaw7
Regular Contributor

Hi Everyone,

An idea similar to #1 seems to be in planning.
It asks for branches to be reconnected to the main branch once an exception is dealt with - in most cases this would negate the need to clone branches over and over again - since this feature is in planning you could vote and request the branches connect to any section not just the main branch


Vote here:


https://community.hubspot.com/t5/HubSpot-Ideas/IF-branches-reconnection/idi-p/11322


Rachael

kkeenan
Occasional Contributor

I agree that workflows are powerful, but the fact that you have to create them for seeminly basic requirements is just plain silly/lazy design.  Point #3 in this request is spot on.  The fact that you have to manually associate companies/contacts, companies/tasks, companies/deals is unacceptable.  

AdamSavage
New Contributor

If we can't have #1, then can I get a "Branch Copy" module that would allow me to copy/paste a segment onto another branch without having to manually rebuild.

erikblues
Top Contributor

Agree! +1

 

I also need the option to send notifications to the "contact owner" and not a set contact.

 

This is specially annoying when I assign a user to an owner using the "rotate leads to" option, and then don't have the option to send a notification to that owner in a next workflow step (some times later, for example)

 

I added this as a separate idea, but could also be a part of this one. What do you guys think? Any feedback?

Workflows: Add option to send notification to "contact owner" variable