Great minds think alike

It would be useful to have the number (and relative percentage) of enrolled objects in the workflow's branches based on the total number of enrolled objects.   e.g.   ...read more

It would be really useful to be able to create associations and update association labels in Lead based workflows. Leads can be manually associated to other record types so I don't see why these associations can't be automated like they can be for other objects. ...read more

Since the launch of new Breeze / Copilot AI we have stumbled upon issues on multiple customer portals. Users without access to worfklow / automation tools are able to create workflows with prompts with Breeze AI chat. I presume this is not intended, since the workflows themselves are often full of gibberish and do not provide any value. The prompt doesn't even have to include a command to create a workflow, when Breeze interprets it as such and creates workflows. This in turn causes lots of cluttering in the workflow view. ...read more

Currently, Hubspot does not allow the re-enrollment of a contact in a workflow that uses the optin to a privacy subscription as a trigger.   When a user completes over time this sequence of preferences: optin -> optout -> reoptin for a specific privacy item, there is no way to managing actions in a workflow that monitors the status of the subscriptions.   The same happens when a user accesses the manage preference page to confirm their subscriptions (i.e. consent expiring after a certain amount of time). After saving the subscriptions, there is no possibility of triggering a workflow.   BENEFITS: It would be useful implementing this functionality to allow automation management in all cases in which a user chooses to re-subscribe or confirm their choices to a privacy option.   I share two screenshots where you can see: 1- Using subscription changes as a workflow trigger. 2- History of subscription's changes where you can see that HS already tracks the transition between optin and optout, but does not allow you to use this information.       ...read more

Sales reps already hate filling CRMs out so I'd love to have the abiltiy to automate meeting outcomes. For example, if we have a meeting with a contact that is after today, then the outcome is set to "scheduled". Once the meeting has passed, then it automatically defaults to "completed". This also aligns with our deal stages so we could automate deal progression based on the meeting. For example, one of our deal stages is "demo scheduled". Then I can go in and create a workflow that has "demo" included in the meeting title and the date is in the future, then I can automate that deal to be put in "demo scheduled". ...read more

I would love to be able to add in the new association labels using a workflow - rather than needing to do this manually. this would enable businesses who have contact A who makes a booking and Contacts B, C, D etc who attend a course or an event flagged as attendees. so a business knows which are valuable contacts.   It would also be helpful to be able to use a workflow to send different communications to clients based on their association tag. ...read more

Currently, my team dispositions leads through a property I created called "Tags."    Using the workflow, I have the ability to add a SINGLE or MULTIPLE tags, but I do not have the ability to remove them. In fact, in a workflow, I have to Clear all properties associated with that single property. It would be fantastic if I could delete certain properties because this helps with our list segmentation.  ...read more

Problem: There is currently no way to view the total count of contacts per "Issue" that occurs in a workflow.   Context: We use workflows to send marketing emails to our contact lists.   On a recent campaign, there were about 1400 contacts enrolled and only about 550 were sent the email.   It is currently not possible to quickly analyze which issue is causing the bulk of contacts to not receive the email.   Request: Can HubSpot please add the total count of contacts per 'Issue' in workflows?   I've attached a photo below showing an example of how it could look.   ...read more

It would be great if we could set up an automation that notifies us if any of our blog posts get over a set number of views.    Currently, we can only track views per contact instead of all views per blog post!  ...read more