Great minds think alike

I have a workflow and would like to export contacts who have completed a certain action from a branch. Right now I can't do that from within the workflow view. I would like to be able to export these contacts so I can save them as a static list. I would like to use this static list in other workflows and one-off emails. ...read more

Idea: Have workflow triggers based on hubspot users, example: User A (lets call him Bob) is in a meeting, or Bob is active in chat, or Bob has a >70% email response rate, etc. as a workflow trigger // if/then branch use   Example Use Case: Bob is currently in a meeting, do not assign Bob as a contact owner. IF owner is in a meeting, then rotate record owner for a newly created lead to a different owner to take more immediate action.   Use Case 2: Bob is active in chat, therefore is online, a new lead just submitted a form, assign Bob this lead to message them immediately.  ...read more

When you drill into an ecommerce deal that came from Shopify, deal line items indicate product and sku in Hubspot.  However I am not able to build a workflow off of sku.  This data is already in hubspot, and should be available to build lists/workflows.  sku data in Hubspot ...read more

In our team we work with a lot of systems to get the job done. And although we would love for everyone to be a jack of all trades. Some people do better with some systems and other people have more knowledge about the other systems.  In our team we need to create a new calendly whenever a new Workflow or Form is created in Hubspot. The person who would make the Workflow or Form in Hubspot isn't always the same as the one who then creates the Calendly. We do all this to make sure that we have the best customer journey possible.  To avoid errors, we would there for want Person B to get a new email or text every time a New Workflow or Form is created. So that we can be sure that nothing goes wrong in case Person A forgets to notify Person B about the new Workflow.  ...read more

I would love to be able to nestle folders inside of my workflow folders.    For example - I have a folder called "Form Submissions" and then inside of that folder I have other folders for workflows that happen based off of specific form submissions, such as "Webinar", "Request a Demo", "Ebook", and "Blog".   The flow would look something like this: All Workflows --> All Form Submissions Folder --> Ebook Form Submissions --> Name of Specific Workflow ...read more

Huge pain point is current integration only creates tasks not projects. We need the project created from deals we close in Hubspot, then after that we may have tasks we want to create.    Also as these are new projects we want to create they don't already exist in Asana, but the workflow to create an Asana task wants you to select the project. Even if i manually create the project in Asana (as the above doesn't work to do this) not every deal i close will associate to the same project, quite the opposite they will all associate to different projects. So this integration actually does nothing to help us automate our process of winning a deal and marking as won in Hubspot then using that as the trigger to create that as a new project in Asana with all the products from the quote included as individual tasks.  ...read more

We needed to enroll a bunch of people who fell out of out workflow unintentionally. This would have been a critical filter option for us to uncover exactly who needed to be put back through the workflow.  ...read more

If someone opens an email multiple times, you should be able to trigger a workflow as the customer may need to be pushed through the lead cycle by a sales person.    Eg. Last marketing email opens is greater than 5 = do something  ...read more

Hi all,   I would like to propose two slight improvements that could really help the reporting on the efficiency of Workflows and marketing emails.   This is the scenario:  - One of our multiple nurturing workflows is made of 6 different emails, sent every 7 days. Activating the goal inside the workflow would give us the goal conversion rate for the whole workflow and when (absolut date) the Contact Met the Goal however I would like to have the exact time that passed since the contact was enrolled.    - Furthermore, it would be great if we could be able to know 3 KPIs that for me are key to any optimization:     - Contacts that met the goal after they received an email    - Contacts that met the goal after they opened an email    - Contacts that met the goal after they clicked an email   - Finally, if I need to go the manual way to obtain this metrics (not scalable at this should be something that could go to a dashboard) I cannot do it in a list neither as I do not have the possibility of using the following criteria: - Pageview Seen AFTER Click Date on Email X - Goal Completed AFTER Open Date on Email X And such combinations that could be very very helpful for a plethora of cases in which you need create a list in order to know what activity happened before or after other one.    Any help would be appreciated!    Thanks!   ...read more