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. 

Atualizações da HubSpot
February 21, 2020 06:07 AM

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

Status atualizado para: Delivered
February 21, 2020 06:04 AM

Status atualizado para: In Planning
September 19, 2019 08:00 AM

4 Comentários
DGilman
Membro

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?

 

 

Status atualizado para: In Planning
zeke
Equipe de Produto da HubSpot
 
Status atualizado para: Delivered
MeganLegge
Equipe de Produto da HubSpot
 
MeganLegge
Equipe de Produto da HubSpot

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