HubSpot Ideas

Zaams

Use NEW custom behavioral event as a Workflow trigger

There is a new Behavioral Event functionality for Marketing Enterprise, and the old one is marked as a "legacy". The new one supports only Delay until event happens feature on workflows.  Knowledgebase article explains how it works, but currently, you can't use events for anything else but delays.

 

We want to use Behavioral Events also as a trigger – not delay. For example, when event X happens, we want a Slack notification. 

 

This is an important feature for especially Sales and Service, when something critical happens. Also, Marketing people can benefit from this. When notification reaches proper persons, they can serve better customers in real-time. 

 

 

 

 

 

HubSpot Updates
In Planning
March 14, 2022 04:47 AM

March 14, 2022 04:47 AM

Hi everyone,

Thank you for continuing to add your questions and comments. We understand your needs for this functionality and it remains a top priority on our end. 
 
For clarification, the vast majority of you will have already seen a system upgrade to your lists tool, which brought the new custom behavioral events filters to your contact lists. There is a very small percentage of portals where the lists system upgrade may still be underway. If you do not see the new custom behavioral event (CBE) filters in your contact lists, please reach out to your HubSpot point of contact for more information and assistance. This is the available workaround that helps you use the new CBEs in contact workflows, by triggering workflows off of lists where those filters are available. I know this workaround has limitations, such as re-enrollment mentioned in a follow up comment, but I assure you we are continuing to work toward our end goal of making workflow functionality for CBEs complete. 
 
The workflows team is now actively working on the system upgrades, that I mentioned we were planning, back in November. We've been working on them for the last couple of months, and we have at least several months of work remaining. We consider this a top priority, and it will remain high priority work on our end. We appreciate your continued patience and understanding. Any future news about this will be relayed here, on this thread.

Thank you,
Megan

Being Reviewed
November 09, 2021 08:15 AM

Hi folks,

I’m Megan Legge, a product manager for HubSpot’s workflows tool. Thank you all for taking the time to upvote and comment on this Idea. We hear your feedback and we agree that this functionality is important. There are a couple of large systems changes that the workflows tool will need to make in order to support the new custom behavioral event (CBE) functionality in workflow triggers. We’re currently planning out the work for those system upgrades, and it will take some time, but they are on our roadmap.
 
After those changes, we’ll be better positioned to tackle this request of having access to custom behavioral events as workflow triggers. In the meantime, the good news is there's an alternate way you can support your CBE & automation use cases, today:
 
  • Create a contact list and use the new CBE filters that are available there to capture the contacts who complete the event you’re interested in
  • Create a contact workflow that uses a “List Membership” trigger, and select the list you made in the previous step. When a new contact completes the event, they will join that list, and enroll in the workflow.
If you have questions about how to set this up, please reach out to support. Any future news about this feature request will be relayed on this thread.

Best,
Megan

44 Replies
mcraciun
HubSpot Employee

+1

vgupta2
Member

New to Hubspot and trying to upgrade our implementation - it's shocking to me that this feature doesn't exist. 

AMarquardt
Member | Platinum Partner

@vgupta2 from what I can tell, you can do it, as long as you're using the "legacy" behavioral events, it's just odd that they rolled out a new feature with LESS functionality.

vgupta2
Member

@AMarquardt thanks! Yup I looked into it - my challenge with legacy behavioral events is that they can't carry much data with them, so I am limited in personalization of outreach in the workflow

tomwright1982
Participant

I'm guessing this must be a temporary omission since the new behavioural events are still in beta? Could the Hubspot Team provide a rough idea of what this will be available so I can plan whether to implement using legacy or the new events please?

fdorval
Member

+1

BVergess
Member

+1

jimthornton
Participant

+1

KDupont
Participant

I am very interested to know about this as well. I think this has to do with that they try to take certain triggers out of the enterprise plan. Like send webhook and other wf triggers and force you to buy the operations hub as well. 

Daniel1991
Member

We also use a lot of Custom behaviour events to track our users on our web app, and it's frustarting with the lack of customization with the workflows on this. 

 

We want to have the ablity to have an If/Then with the trigger of a behaviour event in the last X amount of days so we know who's active or not. Right now, we have nothing that can give us this. 

JacquelineOng
HubSpot Employee

Posting on behalf of a customer who's using custom behavioural events here:

I want to create, tasks, trigger email sequences, assign leads, update lifecycle stages based on the events which are being triggered.

TristanGray
Member

Blows my mind that some fool at hubspot has removed the ability to trigger workflows based on events. What a stupid decision

 

CTrujillo
Member

I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting.

WF: waiting for event #1

1) Enrollment trigger: Manual, enable re-enrollment

2) Delay until the event happens. 1825 days.

3) enroll in another workflow: waiting for event #2

 

WF: waiting for event #2

1) Enrollment trigger: Manual, enable re-enrollment

2) Delay until the event happens. 1825 days.

3) enroll in another workflow: waiting for event #1

 

Opinions?

CTrujillo
Member

Never mind!!!

CTrujillo_0-1632236028285.png

 

JLee76
Member

we would love to have custom behavioral events mapped onto property fields so we can use marketing automations for this (if customer conducts action X, send email Y) 

Bausbrooks
Participant

Absolutely this should be implemented. I'm really not sure why this wasn't the initial reason behind the change. 

In the meantime, I am trying to use the behaviors to reflect on contact properties. Ideally, I'd use the custom event as a trigger to increase the field by +1. 

Any ideas for workarounds?

CTrujillo
Member
I created a workflow that everybody is enrolled with 256 DELAYS UNTIL EVENT IS TRIGGERED. Every time is triggered, something is happening (increase a counter, email is triggered, alert to an internal team member)

I hope we dont get to 256 before the final solution is implemented

Cnadler
Participant | Gold Partner

+1 - custom behavioral events was sold as a robust feature but not being able to use it in workflows or lists is a real problem. 

derekcavaliero
Top Contributor | Diamond Partner

I really don't understand how a beta of this feature was rolled out without support for use in (arguably) the most important functionality HubSpot offers (workflows and automation). Right now its just a very clunky version of something you can do much more effieciently via Google Analytics.

 

 

CTrujillo
Member
not fair.... google analytics is ANONIMOUS, here we know exactly who clicks where...and there is a work around. I rather have this now and wait for the better version than nothing and waiting for the full version.