Great minds think alike

I recently found out the form submission URLs cannot be used for workflows as triggers or filters, despite the fact that HubSpot collects this data.   Currently, form submission sources in workflows can only be for forms that have been placed on HubSpot pages, not external pages. To circumvent this, one must utilize the following enrollment triggers: Form Submission - form xyz AND, recent conversion -- example: [Name of page] | [Name of form] HubSpot defines the following as: Recent conversion: the last form the contact submitted. This is formatted as the name of the page the form was submitted on, followed by a colon, then the name of the submitted form (i.e., Name of page: Name of form).   This is a manual process and could be very prohibitive for a dynamic form that appears across a site or access multiple sites.   I would suggest that HubSpot allows for external URLs to be part of form submission triggers / filters in workflows.  ...read more

It would be great if you could create a date based deal workflow. ...read more

Currently when a date property is used in Hubspot, you only have the option of the format DD/MM/YY or MM/DD/YY, depending on your region.   Being able to choose other formats would be hugely beneficial, especially for marketing emails, as in many cases short format looks tacky and long format (09 September 2020) would be better suited.  ...read more

I'd like to create a task, or deal or anything that can be automatically pinned to the top of a contact record from a worfkflow without having to manually pin the note within the record. ...read more

Workflows with the action "Create a task" should also have the option for the task to be assigned to a specific task queue. ...read more

Use Case: Whenever a new lead comes in, we send that lead to a slack channel for everyone to see. In that slack message, the BDR/SDR is tagged to alert the new lead eg "@JohnDoe has a new Lead". Zapier is currently doing this for me.   What I can't do in Hubspot that I'd like to: Ability to tag the owner/user's slack name within the slack message.  Currently, the options are to send the owner a message, but not tag the owner within the message (screenshot with current options attached).   Value/What this solves: 1-This removes a big reliance on Zapier. I use this feature on all of our new lead and meeting notifications. 2-The @-mention within the message gives visibility to everyone that the message has been sent and the owner is tagged appropriately.   ...read more

Our sales team uses Activity & Meeting Types very heavily to track what types of activities we are completing with prospects & customers. We've customized Meeting Types to align with our selling model. For example, we use "Meaningful Interraction" as a Meeting Type. Additionally, we like to track the most recent "Meaningful Interraction" Date on Deals as well. However, HubSpot doesn't allow Workflows to be triggered from Activities/Calls/Meetings?? Because of this, our sales reps have to manually update DATE properties on the Deal Record after they've already took the time to manually log/schedule a meeting.    If Workflows could be triggered off of Meetings, we would save our team so much manual data entry.  ...read more

Howdy,  I'd love to have the ability to restrict discounts on quotes. Specifically the discounts that are across the entire quote (the ones you add at the bottom). Here's the problem with these - We have advanced approval rules built out to route deals based on margins. We can calculate margins on products based on discounts on each line item.    However, when a discount is added to the entire quote, it doesn't get distributed across line items, it just subtracts from the total. So we're unable to calculate margins, and the quote skips over approval.    The quote-wide discount field also isn't accessible via workflows, so we're unable to grab quotes with this enabled and force an approval.    So it would help a ton if we could restrict this ability for users. There are some other improvements on quotes that would help as well, but at least the ability to limit this feature would solve a big problem. ...read more

Workflows is the most powerful and arguably most important tool in HubSpot. It'd be amazing if HubSpot can implement more advanced logic options and expand its abilities as in its current state is pretty limited and hasn't seen drastic/significant changes over the years.    As a heavy HubSpot and Workflows user, I'd love to see the following additions.   1) "Mini" if/then statements that allow the branch to check for a condition, and if it doesn't meet it then it goes back to the original branch. I don't know the specific name for this type of thing in programming terminology but here's an example. Let's say that in a branch, I want to check whether or not a field is blank. If it is blank, I want to fill it with something. If it's not, then it skips that action and continues onto the same branch. This isn't possible currently and I have to copy the entire branch into the second option which is just silly and creates a huge visual mess. In other words, we can build conditional logic that can go back to the original branch if needed.    2) Ability to run Companies or Deals objects through workflows. Currently, workflows are run with Contacts being the focal point. Yes you can change company properties and create new deals, but these must always be connected to a contact. Essentially you cannot run a Company through a workflow if there's no associated contact. And for deals, you can't even update anything after inception. This would be useful for SO many things it's ridiculous that HubSpot doesn't already support it.   3) Being able to automate Associations between deals and contacts, companies and contacts, and deals and companies, and any combination of these. I understand that HubSpot will create auto-associations but sometimes I'd like to create my own rules. In its current state sales reps have to do this MANUALLY which is insane when you're dealing with thousands of records.   4) Folders. Like really HubSpot? We get folders for Lists, file manager, LPs, etc. but no organization options for Workflows. This is such a basic feature that people shouldn't even be requesting. Some sort of organization feature for Workflows would be great.   5) Formulas functions. Sometimes I'd like to be able to sum up 2 different number fields and set the result to another different field. I'm not even asking for complex mathematical formulas (which would be nice to have) at this point. Just simple addition, substractions, division, multiplication functions would be really amazing to have and would open up a world of possibilities.    These are all of the features I would LOVE to see implemented in HubSpot. I honestly think it would improve the tool so much and give HubSpot a leg up against it's competitors and resolve so many frustrations that many enterprise-level customers have. Thank you for reading and Up-Voting this!!! ...read more