HubSpot Ideas

cdellen

Trigger Workflow based on Engagements

It would be very helpful to be able to trigger workflow based on engagements. 

 

For example, I would like to have a lead status that is set when one of our sales team members has a meeting with a prospect.

 

Thanks!

HubSpot Updates
Re: Trigger Workflow based on Engagements - changed to: Delivered
November 09, 2018 01:57 PM

It should now be possible to add workflow triggers based on engagements! Please see this article from our Knowledge Base for a full list of the available engagement-based filters that can be used in workflows.

2 Replies
aseeler
HubSpot Product Team

It should now be possible to add workflow triggers based on engagements! Please see this article from our Knowledge Base for a full list of the available engagement-based filters that can be used in workflows.

BSegal
Member

Please provide that. 

 

This feature will be extermely valuable.