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Workflow Issue Notifications is now live for all Enterprise customers. You can receive notifications of workflow issuesviaSlack, Email, Facebook Workplace, MS Teams, Mobile, Browser, or with In-app notifications on a per workflow basis. As a result, less business critical workflows can continue to be managed through the workflows Needs Review tab, but users can receive notifications for higher priority workflow issues every time they occur, or after as set period of time defined by the user. Workflow notifications are available in Enterprise-level HubSpot portals.
Two steps are needed for an account to receive this notification: notification recipients need to be selected per workflow, and those recipients need to opt-in to that notification per channel.
For the first step, to turn on issue notifications for a workflow, users will go toWorkflows > Settings and notifications > Notificationstab. Then they'll set select the desired individuals or teams that will receive notifications for that workflow. Lastly, they'll turn theWhen Workflow Needs Reviewtoggle toOn.
For the second step, in order for each of those recipient to receive this notification, they will need to opt-in to one or more notification channels. To do so, users will first go toSettings > Your preferences > Notifications. Then will select the tab for a notification channelsEmail,Desktop, orSlack.
Then, to opt-in for this notification within each desired channel, users will expand theWorkflowsaccordion. Within that accordion, users will check the checkbox next toWhen a workflow needs review.
We released the next iteration of workflow issue/error management to public beta last week. With this update you can set preferencesfor the types of workflow issues you want to monitor. You can choose to ignore trivial issues indefinitely, while critical issues can be set for review every time they occur. You can also set preferences to review specific workflow issues on certain dates or after set time periods. The preferences you set will determine what shows up for review on the tab on the main workflows page. We expect this feature to go to an automated rollout for everyone begin using it next week. If you would like to join the public beta this week, go to Product Updates > Early Access > [Public Beta] Workflows - Issue Details Panel with Reminders.
The next iteration of workflow issue/error management is workflow notifications.
Question regarding workflow notifications for anyone who would like to share feedback: Is there a prefered channel through which you would like to receive notifications about workflow issues? Slack, email, in-app, mobile app, any other channels? I appreciate your feedback!
We are working on a series of error management improvements in 2023, including notifications. The first improvement (it's not notifications) will be out of beta and available to everyone next week. It includes additional information about workflows with errors, along with the ability to clear the workflow from the workflows with errors list <>. Error Notifications is coming - I will definitely update this group with beta details when it's ready. I appreciate all your insights and patience.
I'm Jess, a product manager on HubSpot's Automation team. Thank you all for your input for this idea. I'm excited to share the product team is actively working on workflow error notifications, along with some other error management enhancements! If you are interested in participating in the Beta (it will likley be later this year) for workflow error notifications, as well as for other workflow error management features, please contact me directly at jhartnagle@hubspot.com.
Our team is currently evaluating the best way to notify users about workflow events. If anyone would be interested in speaking with us (the product team) about their use case, feel free to send me a direct message and we can set up some time to talk!
Hi @Herschel. Thanks for the reply here. I had an itchy finger on that one and saved before it was ready.
Just to note here, this status does not mean that the idea is rejected. It just means that we have reviewed it, but have not prioritized it in our roadmap. We will update this thread if that changes.
Thank you for taking the time to contribute and vote on this idea. We don't currently have this specific feature planned, but we are currently looking at ways to improve our error and alerts system. The current path is to help surface these better in-app. If anyone would like to be a part of the beta when it is available, please let us know.
We just discovered our support tickets weren't being sent to our support desk (this is the main part of our business) because of a workflow error. Would really love this feature!
It's very confusing when you try to find expected functionality in a platform, only to end up on the forum again! (In yet another thread discussing something that's an ordinary, expected behaviour and just... isn't in HubSpot, even though there's plenty of other bells and whistles that were apparently more important to develop!)
It would be nice if HubSpot could perhaps consider taking a break from whatever roadmap they've developed, and take a look at what their existing customer base have repeatedly raised as being high priorities.
It'd also be nice to be notified if a workflow is meeting an enrollment goal since sometimes there's an issue with how you set it up that does not necessarily result in an error.
HubSpot needs a better notification system when things fail such as a workflow or a social post failed to send out. I would like to be a part of the beta.
@jtremblay Considering the amount of comments on this thread I think this would be a great addition to the platform. We have to do a lot of fixing for our sales agents when one of our deals gets lost due to workflow errors. Not only annoying to spend the time on but it's really hurting the eas of use for the sales agents and with that their perception of the platform. If a beta comes available I would love to enroll our accounts.
It would also be helpful to know what the error is. When going through the workflows with "errors" there's nothing that I can find that's wrong with it.
This would be really useful. Right now we're relying on custom Slack notifications to notify us of any errors that could affect our workflows (e.g. when a company isn't attached to a deal record) - but updating them requires dev time. Having an in-app option in Hubspot would greatly simplify this process.
I think this is a very important feature that Zapier already offers for example. I don't think I can check for each client account every day if there's an error or something that went wrong. Clients could also lose so many leads, etc..
I would like to be added to the beta list as well, please.
Also, could there be not only an alert system but a fallback option? So when anybody falls into an error - instead of going on with the flow and completing it - receives a pre-set outcome.
This is a much needed feature for us. It will be great when it is developed! Knowing immediately when there is a system error, would help us to give our clients a better service, and it would save us so much time to avoid creating bottle neck in our follow up process. Thank you for considering it again on your roadmap!
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