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It would be nice to be able to set workflow triggers based on the exact time a meeting is scheduled.   For example, we would like to be able to trigger an SMS reminder that the meeting John Doe scheduled with us starts in 15 minutes. As of now, we can only trigger actions a day before the date of the meeting at a specific time. We cannot trigger actions based on the exact time of the meeting itself, nor anything within the day of the meeting. ... Mostrar más

We run an inbound sales system and struggle with duplicate leads.  On occasion, our clients will create multiple accounts in our system.  HubSpot does a great job of filtering by email to eliminate duplicate contacts, however, in some instances the client will use multiple email addresses but keep the same phone number. It doesn't happen often, but when it does it creates big problems.   I would like the ability to be proactive and implement mechanisims to filter new leads for phone numbers that already exist in our system.   In most cases I would merge the contact, but in the moment I would make sure the original lead owner is notified of the new account.  ... Mostrar más

In short, I want to be able to use the invoice properties as triggers in a workflow to copy them to another property.   HubSpot stores all of my invoices synced over from Quickbooks. But from what I can tell there is no way to work with that data. You can only view it. HubSpot says:   "When the QuickBooks Online integration is installed, you can create workflows using the new invoice deal properties listed below."   But that's not really true. After speaking with support, there's no way to work with that data in a workflow. I need to access the invoice number in a workflow and copy it to a contact property. ... Mostrar más

Currently, it's not possible to pass a "Datetime" property (one of the default timestamp looking like "01/02/2019 15:44", like "became a lead date" for example" to be copied into "Date" custom created properties via workflow. Currently it's not possible and since all data is there, it should. We needed it 10+ times.   Copying below a post explaining it is not possible. Workflows enable you to copy contact or companyproperty values to other contact or company properties. You can also copy values between contact and company properties. If you are looking to copy a property, but notice the target property you’d like to use isn’t available in the dropdown, it may be because of its property type.   Link to post: https://knowledge.hubspot.com/articles/kcs_article/workflows/why-am-i-unable-to-select-my-target-property-when-copying-properties-using-a-workflow ... Mostrar más

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. ... Mostrar más

Please add a "Complete Task" automation for this workflow.  (instead of 30 min delay)  Contact owner changes but if they don’t complete task first – they get a pending task and no longer have permissions to clear it.   ... Mostrar más

Set unique permission levels on Projects. For the moment, when users have access to the Projects tools, they are able to see all of the projects within the tool.   We need a way to restrict the access levels of users so that they can only access the projects that they own. ... Mostrar más

I'm trying to set up a workflow for lead routing where we want to first check if the Contact Owner is a member of one of our Teams. If the Contact Owner is not a member of that team, then the workflow will first Round Robin assign the Contact to a member of the Team before the other actions are performed, otherwise, it will do just do the actions without first assigning ownership.   Basically, I want the if/then branch to be "Contact Owner is any of [member of {{Blank}} Team}}]" instead of just "Contact Owner is any of: {{Specific User1}}, {{Specific User2}} which is what's currently all that's allowed.   The reason for this is because, without the ability to check a team and having to set a specific list of users to check ownership against, when there's turnover in the team then it will break this workflow. ... Mostrar más

Hi, We use both Slack and Hubspot, thankfully both are integrated.    We are using Hubspot Workflows. We use a lot of Slack notifications. We would love to be able to use Slack commands in these notifications with Hubspot Workflows.   Here is the use case: Our marketing team used to notify our "Sales & Marketing" channel on Slack when they get a new lead. They used to post a random gif attached (using Giphy commands) to the message and it would both cheer and motivate us. Here is an example: "Hey guys, a new lead came in!" A new lead came in!   Now we automated almost everything thanks to Hubspot Workflows. We send automated notifications. However, we can't see these funny gifs on Slack because Slack commands do not work in workflows.   If there was this feature, I'm sure other people would also use it with other helpful Slack commands.   Hope I find supporters to this fun idea! 🙌 ... Mostrar más