HubSpot Ideas

nnikolas

Using a single Playbook multiple times on the same record

We work with clients again and again on multiple projects. We need to be able to save the same playbook to a record multiple times. Example, let's say there's a project planning playbook where we go through a set of questions that we ask the client and have pre-call research. We want to save this at the company level. We need this now, and for the project that comes up in a month, and we'll need it again a month after that. Currently you have to clear our the data field by field which is confusing. And there's no way to see all of your playbook submissions in one spot. 

1 Reply
Kierstin
Contributor | Diamond Partner

I need this as well. We're using playbooks to log every call and generate a custom object for the call log record so that we can generate reports with the call log data. Unfortunately, whenever I generate the object, it auto-associates it to the next instance of that playbook on the same company record. This won't work because we have pre-call and post-call reports. Additionally, those reports get generated multiple times per year.