Great minds think alike

We have a product integration with CW PSA formerly CW Manage and I would love to see the ability to create product workflows for the things coming in through the integration.  Currently it's a pain in the butt task that has to be performed.  1. go to products  2. move 20 at a time (our people are creating up to a hundred products DAILY)  3. Refresh the page because it doesn't do that automatically.  4. Rinse and repeat steps 2 and 3 until you get through 500 products.    I can't think we're the only ones that need to organize products from an integration so would love to see this on the roadmap.  ...read more

I would like to block a step movement when a user repeats a value of a property that is already in the pipeline and is already in some business that is linked to the same company. That is, two businesses with the same associated company cannot have repeated the property. Ex: we have 2 businesses in the pipiline associated with the same company, one business has property A: with value X. Another business could not have in the property the value X, it would be repeated, it would have to be a value Y. ...read more

I recently discovered the workflow beta that allows access to associated data. This has the potential to make HubSpot workflows dramatically more powerful. Currently, related object data can be refined via association label or activity timing. It would be super if HubSpot added a data match refinement option. This could happen via a "whichever one we hit first" approach like a vlookup or - much more ideally - this option could be limited to those properties that are required to be unique. Here's an example use case. We're a software company. Sometimes, one contact has multiple software user accounts. This can happen for a couple of reasons I'll skip here. We store these user accounts on a custom object that is related to Contacts. In our case, we sometimes need to create a new company for one of these contact's user accounts. If we could say, "Create a new company under X, Y, Z conditions and use A,B,C data from the associated user account record to do that where the user account username property = contact property X", that would be hugely helpful. This is particularly true because subscription management solutions like Chargebee often require a company record to exist and our ERP prefers the customer data as a Company vs. a contact/individual. If we could refine this way, we could basically automate the entire company component here. I can think of lots of other possible use cases, too, where the ability to give a workflow access to move data from a related record based on a property match criteria would be extremely useful. ...read more

It would be great to be able to create a Workflow for when a new social media post (specifically Linkden post) is published, a company wide Outlook Email would be sent to inform employees to comment, like, share, etc.     ...read more

Hello everyone,   I've just seen the new beta on workflows which allows to trigger them with a custom behavorial events. This is great but we have use cases where we need to trigger custom object workflows from these events.   I'm attaching the screenshot of the contacts functionality that I'd like to have for Custom Objects:       This would be a real plus for all systems that use event-based notifications on their web or application platforms. It can be usefull for marketers, crm managers & developers.   Thanks Hubspotters! ...read more

Currently, one can only see when and if a sales email was opened and the link was clicked in the contact view of each only.  It can currently not be used as a trigger in workflows. It would be great if one could use it as a trigger to follow up on opened and clicked emails during the cold acquisition stage of sales/presales. ...read more

Nowadays, it's possible in Sales Hub Enterprise to enroll contacts in a specific sequence. But it's impossible to enroll them automatically in another strategic sequence that can be activated after the previous one is finished.    This should be possible with workflows with the "enroll in another workflow" criteria, but the configuration doesn't allow this to happen.   This could benefit many use cases, lead nurturing based on lifecycle stage, sales prospecting and other sales processes, customer onboarding, monthly follow-up, and getting in touch with different database segments. ...read more

Hi there,    I would like to propose a workflow that we can create so that as soon as a contact is made "Alumni" in their contact record, any active tasks be removed so It does not clutter my to-do tasks. Currently I have several quarterly check ins that don't need to be gone through because a lot of people are alumni (aka, not with the company anymore). This will save me so much time.    Thanks ...read more

It would be good to add a collaborator to a user in a special team when a workflow criteria has been met ...read more