Great minds think alike

Very often your processes in sales, marketing, and support require you to do the same thing at certain fixed frequencies. Examples are checking up a customer's state, ask if the customer still wants to subscribe to your newsletter, compliance requirement etc.   This a very simple recurring workflow that retriggers itself after it has executed.    This extremenly useful feature is not available in HubSpot marketing automation. There is no simple way just to say "keep on doing this until ...'.    There are multiple complex workarounds suggested by HubSpot and other users. The simple solution to let a workflow trigger it self is not possible in HubSpot. This is a major gap in how our business work and how it is supported by the application - especially when we can see this is a standard feature in similar offerings.   Requirements - you can design a workflow, which triggers itself as the last step - the workflow must have at least one branch    - retrigger workflow    - exit workflow - the workflow automatically allows to retrigger workflow on a contact, deal, ... - there must be at least one delay in the workflow. The delay can be explicitly or through an action with delay (e.g. action 'Delay until event happens').   Example The contact must confirm that they still want to have the freemium account on uQualio.  We wait up to 7 days for the to click on a link in the email. When confirmed we want to trigger the workflow again and wait another 3 months before we check again.   The last action is where we want to trigger the workflow again without havint to make a task or another complex workaround.       ...read more

Would appreciate the ability to copy Association Labels via workflow from one object to another.  For Example our Billing contact for the Deal is always the Billing contact for the Ticket however our team needs to manually fill this field in by referencing the Deal when a Ticket is automatically created via workflow.   ...read more

-Ability to see contacts who met the goal from the workflow -Clarify "met goal" within workflow steps (where did they meet the goal within the workflow) List - Contact has met goal "This Year" or equivalent date options   ...read more

Hi everyone,  Currently in a worfklow if you want to use the lead rotation tool based upon a team, this can only be done based on primary team.    There are limitations to this, I see the primary team as the highest level, ie a department link sales. Then child teams being the smaller teams such as sales team - [region]. Therfor primary team would not be appropriate.    What wolud also be very useful, is as well as rotating a lead based on child/additional team, this can be done even if the user is part of more than one child team. This feature would save a significant amount of time as adding and removing users from teams is much quicker than editing worfklows. Thanks for taking the time to read!   ...read more

Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers. ...read more

When creating a workflow there's a "Delay Until" option, which is very useful. Sadly you can only use a AND operator in it. If you add the OR operator as well, it becomes a much more flexible and useful tool. ...read more

We often need to associate more than one contact to a company, ticket, deal or custom record.   Some examples: Prospect + 3rd Party Partner (e.g. reseller, dealer, advisor, consultant) Multiple employees or stakeholders Multiple family members However, we regularly want to trigger different communications (emails, SMS, ads, etc) to these contacts based on specific properties, e.g. contact type.   It is now possible with the new flexible association labels to control which contacts receive specific Marketing Emails, but this is still not available for other communication types - and you still need to use 3rd parties such as Insycle to automatically set association labels.   It would be better if there was a new Trigger/Filter type that could be used on workflow triggers and if/then branches. This would work in exactly the same way as standard record triggers but should have an additional ONLY INCLUDE option to select specific records based on an additional set of rules.   e.g. If associated contact lifecycle is opportunity ONLY INCLUDE CONTACTS where associated contact type = customer   This was we can send one lot of communications to an associated customer and a different set of communications to the reseller to highlight progress with a deal.  ...read more

I have an automation where I copy a load of property types from Contact to Deal which took an age to make.   It would be great if I could then duplicate it so I can copy the same properties from Deal to Contact without needing to remake the workflow. ...read more

We used Zoom web conferencing for all of our webcasts.  I would love to see a Zoom Integration like the awesome integration for Go-To-Webinar that makes the webcast registration process a breeze in HubSpot.  I'm having to manually upload lists now.   I know HubSpot just switched to Zoom so I hope it's a possibility in the near future. ...read more