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.

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20 Replies
CarolineFellows
New Contributor

This is a feature that we would find really useful in our business as well.

 

I am currently designing a workflow where I want the next activity to be assinged when a "Task" is marked as complete. 

 

Our work flow looks like this

User registers, when they meet some predefined criteria they enter the workflow, and a deal is created

A "task" to call our new client is then assigned to one of our team, on completion of that task I want an email to be sent and a new "task" to be assigned, when that "Task" has been completed it triggers the next action.

We can't really predetermine our time spacing for all our tasks as that relies on us getting a hold of the person on the set day which in our industry isn't realistic.

SarahN
Regular Contributor

I agree! It would be really helpful to be able to use a task completion as an enrollment factor. For example, we have steps/tasks to complete after the client answers for their onboarding call. If the client doesn't answer on the first try, we can't automatically set the tasks. We need that first call to happen before the next tasks get set up. 

ediponc
New Contributor

Agreed on this one. There are at least 2 other submissions in this forum requesting this same feature.

gepot
Regular Contributor

 I would also like to have task completion as a trigger for workflows.  In our case it may be used as escalation to management should tasks not be completed on time.

 

AlishaV
Occasional Contributor

Yes please. Add task status to workflow enrollment and goal options. Also need task status to be included in lists. 

Buffalo_Bob
New Contributor

I agree.

This would be extremely useful.

jeeshenlee
Regular Contributor

Wish to see this feature implemented on Hubspot as well.

VagaeNatus
Advisor

This idea along with some others could be achieved with one very clear thing in Hubspot: task-based workflows. We currently have contact-based, deal-based and ticket-based workflows, why not for task-based workflows? I suggest we bring all the upvote under one big idea. So anybody interesting like us to have workflow depend on the properties of one task, please comment and upvote "Task-based workflows" here: https://community.hubspot.com/t5/HubSpot-Ideas/Task-based-Workflows/idi-p/204852

Andrew3
Top Contributor

Agreed!

cmaestephens
New Contributor

 Yep, we need this one, too - for our Marketing-to-Sales handoff process!