HubSpot Ideas

RhiannonKingdom

Workflow If Then branches to include option 'Else If' branches

I often find myself using nested if/then branches in workflows to segment properly - I think being able to include multiple 'else if' branches would be beneficial. For example, I have the following workflow: 

If contact is in list X and had recent conversion X then create task for HubSpot User John
else
If contact is in List Y and had recent conversion Y then create task for HubSpot User Jane
else
If contact is in List Z and had recent converstion Z then create task for HubSpot User Mary
ifThenHubSpot.png

 

 

This could be simplified by allowing users to create multiple branches in the one 'If/Then' as shown:

 

ifThenElseThenHubSpot.png

This would allow for easier if/then instruction without users having to 'waterfall' if/then branches within their workflows. It would also allow for a more robust 'catch all' fallback - where none of the if/then branches are satisfied. 

4 Replies
DGilman
Member

This would be really great because my company also has several different memberships that we would like to up-sell in a variety of ways. I know this concept can be done using Marketo's esp. 

 

Looks like this idea was submitted September 2017... Has HubSpot considered this or ever responded to this idea?

 

 

zeke
HubSpot Product Team
 
MeganLegge
HubSpot Product Team
 
MeganLegge
HubSpot Product Team

This feature is now live to all Smiley Happy read more here: https://knowledge.hubspot.com/workflows/use-if-then-branches-in-workflows