Workflow delay until task complete
I would love to be able to assign a task in a workflow, then delay that workflow from proceeding until the aforementioned task is completed.
Here is my use case:
I have a quote request form that gets filled out. If the contact already has a HubSpot Owner assigned, then the person filling out that form gets an email from their designated HubSpot Owner. The HubSpot Owner also gets an email informing them of the new lead.
If they do not have a HubSpot Owner assigned, it sends an email to the contact from me. Next it assigns me a task to assign a HubSpot Owner to that particular contact. What I would like, is for the same email about the new lead to automatically go to the HubSpot Owner as soon as they are assigned to the lead.
Rotating leads does not work for us because our sales territories are geographic.