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.
Thanks for the question and the details about your use case.
The maximum delay time could be used for the purpose of moving the contact to the next step in the workflow, or also for removing the contact from the workflow. The question is in how long you want to wait and what should happen next - as in, at what point in time would you choose to remove the contact from the workflow, in your example?
If, for example, you expect a contact should fill out the form within two weeks, and if they don't it's no longer relevant, you could set your max delay time to 14 days. Then, you could follow the delay until event action with an if/then branch. The branch would ask if the contact filled out the form, if so move them along the YES branch to a Send Email action, if not, they go down the NO branch and there are no further workflow actions, effectively ending the workflow for that contact.
Does that solve your need? If not, what options or functionality would you like to see added, to better suit the use case? Or, how could we make the available options more clear?
Thank you for taking the time to share your questions and concerns.
Thank you for your continued feedback. I'm happy to announce that we now have this feature in beta. To set up this use case, you'll now see additional options in the workflow delay, "Delay until event happens" including an option to delay until a task is updated, including for example, until the task is marked complete. This is possible when there is a task action already present in the workflow.
delay until task change
If you'd like access to the beta, please send me a direct message with your HubID. Please note, the design may change as we gather feedback from beta participants.
Thanks for your input and feedback! We're actively working on adding this additional functionality to the new Delay until event happens action, so we hope to have this available to customers in the near term. Stay tuned to this post for updates!
We're currently working on a feature that will enable this requested feature. We've recently released a new type of workflow delay, a "Delay until event happens" action. To build on that feature, we're currently working on adding additional functionality, that will allow you to delay a workflow until a task, created earlier in the workflow, has been completed. Stay tuned to this thread for updates!
I’m Megan Legge, a product manager for HubSpot’s workflows tool. Thanks for the comments and feedback!
This request is similar to another feature, which is currently in planning. That feature is to add a delay to a workflow that waits until something happens, for example, delay until a contact submits a form or views a page.
As that feature develops, we're exploring additional capabilities, and one of those is the ability to use this type of delay to wait until a task's status has changed. As more information about this feature becomes available, we'll update here with more information.