Great minds think alike

Hey team! Posting on behalf of a customer: Would be handy if we're able to track where and how the Whatsapp conversations originate from - e.g. conversations inbox, or sent out via workflow and which workflow specifically. This way any increase in the limits can be more easily justified. Thank you! ...read more

I'm a huge lover of the HubSpot Projects tool as it helps me keep an extensive checklist of tasks pertaining to client onboardings, offboardings, etc. BUT, I'd love to be able to trigger automatic project creation based on any number of triggers in the workflows tool. For example, if a deal moves into Closed Won, I'd love to have a project created automatically based on an onboarding checklist template. Does anyone else share this specific use case?  ...read more

The idea is to be able to copy line items from one deal to another, with the possibility to copy the SKU, the quantity, the price and all the others desired item properties.   We need this to manage our renewals since we sell software licences that are renewed every year. Right now we use the initial deal to create a new one into a recurring pipeline and we are able to do almost everything except copying line items. So we need to manually add the line items on the new deal.   I saw the new workflow feature that makes it possible to add line items with the action Create Record. It's not helpful for us since we have multiple licence types and the number of licences per deal can vary from one to thousands, so it's not manageable to have workflows that cover every possibility.   I'm not sure if there's actually a post with this idea, but I saw this exact idea under many posts, so I decided to create its own post to be sure it gets enough visibility. ...read more

Hi,    We're currently stuck with the following scenario:    We want to distribute leads randomly to reps A, B and C.  Rep A receives 20% of leads, rep B 40% and rep C 40%.   This is currently not possible in the system.  The random attribution is important to us, i.e. we cannot solve it through IF branches.  ...read more

I use workflows to automate contact enrollments into existing sequences, but I am currently unable to do this across regions because the "Delay until specific time" feature only allows me to base it on two criteria:   The contact's timezone based on IP address The HubSpot account timezone (comany-wide default) In the first scenario, not all leads (or even the majority) have the correct timezone associated with them. In the second scenario, as a global company, we have people in different regions, and the current default timezone (company-wide) cannot be changed due to our setup.   The only alternative would be to have a feature, similar to the one added in email sequences, that allows me to individually set timezones per sequence when I enroll contacts. However, this is not currently possible.   Therefore, I would love a feature that allows me to trigger a workflow at a specific time, in a specific timezone. ...read more

I noticed there's no option to utilize social media interactions such as clicks, shares, likes, etc. to build lists. I want to be able to include that in an engaged member list that I could use in workflows or emails but it's currently not an option. I think a lot of people can benefit from adding this to the UI, especially when it comes to reengaging contacts and using it for other initiatives like lead scoring. ...read more

It would be incredibly useful if we would be able to change an activity property within a workflow. Here are a couple of use cases: Our Sales team completes call using Aircall, which is integrated with HS. Aircall has the limitation that both a connected call and a voicemail are recorded as connected (both within Aircall and HS). We are able to set up a tag and can then create a workflow triggered by the tag. It would be amazing if there could be a workflow that if the tag says voicemail (selected by sales within Aircall) we could change the call outcome from 'Connected' to 'Voicemail".   Anther use case would be the automation of setting a meeting type. For example if a meeting is being scheduled outside of HubSpot (Google Calendar for example) and the name includes a key word such as 'Demo', it would set the meeting type to 'Demo'. This could then move on to another automation which moves the deal along in the deal pipeline to demo booked. ...read more

I am wanting my workflow to continuously reenroll / create new deal records but I receive an error message that says HubSpot workflows don't allow for infinite loops and it manually removed my record to complete the automation.    This would be a nice feature to have as we are trying to streamline some of our business processes all through workflow triggers to alert our sales team on reoccuring tasks / deals / pipeline.  ...read more

It would be beneficial to be able to trigger a workflow based on the size of a list of contacts, we have lists of contacts based on their subscriptions and to easier highlight milestone signups it would be helpful to use a workflow to notify colleagues when a subscriptions has reached a certain number of signups.  ...read more