Great minds think alike

Would love to have the ability to update Activity properties, such as Meeting outcome, Meeting type etc..  ...read more

Hereby suggest/ propose a feature that enables users to set access levels for workflows on both an individual and team basis.   With this functionality, users would have the ability to create, edit, and delete workflows exclusively for themselves or their team, ensuring focused productivity and accountability.   Crucially, teams would be isolated from one another, with no visibility into workflows created by other teams, fostering a secure and confidential environment for collaboration.  ...read more

It would be very helpful to have the ability to create workflows from HubSpot assets. For example, we have a lot of marketing emails and landing pages, it would be great to automatically create and assign a recurring task to the user that created the item to review that the content is still accurate over time (every quarter for example). ...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

I would like to share an idea for a feature improvement in the tagging of survey responses that would be very helpful in filtering responses for our team. Our use case is that we would like to be able to filter responses based on certain contact properties that would be copied as tags.   Currently, in HubSpot, there is a beta feature that allows you to add tags to survey responses and then filter off those tags.  However, what is currently lacking is the ability to automate this tagging via a workflow. This would significantly facilitate the reporting and filtering of responses.    I believe implementing this improvement would significantly upgrade the user experience. Thank you for considering this suggestion. ...read more

I would love to see Automated SMS attributed to goals inside of workflows. We have an SMS only workflow and the only way to track goals from it is UTMs inside of another tool.   Talking with Hubspot support, only automated emails get goal attribution. I know SMS is working to meet the goal because of my other triggers outside of Hubspot, but having the data populate inside hubspot is necessary so that I don't have to do a workaround to take leads out of a workflow. ...read more

We have to define the objectTypes that a custom workflow action supports explicitly (or leave it blank for "any object"). Because custom objects have per-portal objectType ids -- we cannot have a workflow action that just targets custom objects.   Instead we have to open it to "any object", which leads to people accidentally trying to use the workflow on objects like a Contact.   We also don't get the objectType on which the workflow is running, which causes us to have to prompt users to manually select one so we know what objectType to make API calls against when the custom workflow action runs. ...read more

I am trying to set up automated deal alert notifications via workflow that trigger when a deal is moved to Closed Won it sends an email notification to the relevant members of our team that then need to go and action accordingly.   The email would be sent to our Operations, Marketing and Finance teams so Operations can execute the deal, Marketing can market their involvement, and Finance can then go and send an invoice.    Within our notification we then include what products they purchased, and who from the company needs to be contacted for finance, for marketing, for operations.    I have created Company association labels for the contacts to be assigned to, but am unable to insert these data fields into the workflow email    I am also unable to insert the Products on the deal into the email either.    It would be great if workflows could support this functionality in the future  ...read more

Code Action outputs seem to be configured with slight delay, and will not always be properly defined before the next action is run in a workflow.   If you output values with code and the next action copies that value to a property, it will likely fail since the output value isn't properly defined.   To mitigate this, you have to introduce a short delay after the code action. This should not be necessary, and these values should be set and available to the rest of the workflow before continuing. ...read more