Great minds think alike

This would be for anyone using workflows to any extent. The idea is that it would be amazing if in the case of an if/then with a delay, if a contact did the thing (is in the "yes" branch) and is in the delay before moving on, we could go in and push them to the next part of the workflow. Another way to look at it is "iterventional delay shortening."   An example from our own case: we have a workflow where there is an if/then that says: if you fill this form, move you on to this lead status and send the email. The delay is 4 days, to give people time to fill the form. But some people do it quickly, others don't. It would be great if we could just move the people who've done it as opposed to only waiting for the delay to finish.   Often, we could use workflow goals or other workflows to do this by using enrolment triggers, but this workflow is large and complicated (it needs to be) so that's not an option in this case. ...read more

We have multiple trials that have 30 day expiring keys and we are unable to have a form pass over the expiration date. It would be bennificial if we were able to create a date centric custom calculated field that could be increased by 30 days. This could be done via workflows, similar to the "Increase Contact Property" or possibly an alteration of the date stamp action, "Stamp date: (a) Static Date  (b) Date of Action (c) # days/weeks after date of action" ...read more

Who: Any job title that manages projects   Goal: Clear and concise project reporting and automation   Value: Eliminate the need for multiple SaaS tools or excel/Microsoft Projects. Project Management can be difficult and very manual, adding in workflows helps create automation that helps the project life cycle. Fast and quick reporting streamlines project "breakdown" meetings for stakeholders.    HubSpot has a project portion within its Marketing Hub, but it is pretty basic. One of the largest downsides is how the project does not actually interact with any other segment of HubSpot to produce reporting off of it.   While I am managing a project I am managing task assignment, budget requirements, scope of work, team availibities, project priorities, etc.    Generally, you produce a project timeline into a Gant chart format so you have a large overview of what exactly is going on in your entire "project portfolio." HubSpot seems to want to add a project management element, but it lacks a lot of what someone may need.   Technically, the project portion only deals with task assignment. It pretty much gives you a big list of tasks with little identifying information about what is going on, so you technically would have to produce your own Gant chart in excel or your chosen software.    I utilize HubSpot as a project management tool but I do it from the Deals portion of HubSpot, and I create advanced reporting based on deal information being populated. The benefits of producing project tracking this way are:   True pipeline oriented tracking for PMP/AGILE frameworks. I can customize it to my liking - for instance a pipeline that has deal stages: Intitiation, Planning, Executing Process, Monitoring and Control, Close Out.  You can measure the average completion time of projects through the Sales Productivity tool by selecting that pipeline and looking at how long a "project deal" takes to close You can leverage workflows that create automation for your projects - say you assign someone to a task or a due date changes, you can automate notifications. You can track budgeting through various properties. By creating Budget, Used Budget and Net Budget properties, you can create properties that calculate monetary values as those properties are updated. I calculate my estimated net budget off of these fields.  We incorporate workflows here as well. Once a Net Budget is less than $500 - meaning there is only $500 left in the project budget, it triggers a workflow that notifies the team that a project is in jeopardy of going over budget I utilize workflows to dictate project timelines based on Close Date. The close date information triggers a workflow that states the project is "In Jeopardy", a "Priority" or a "Non Priority".  I can create task lists for current, completed and overdue tasks I can create properties that designate things like project constraints, cross team requirements and many other useful data points There are many other things we accomplish doing it this way as well. Our reporting is very strong. I will give you an example of our Project Management Reporting Dashboard below :    ...read more

It should be possible to give different levels of access to Workflows.   I would like to be able to give my reps access to view workflows, but not edit them. Some reps I would want to give edit access, but not access to run them.   My ideal scenario would be:   READ: - See workflows   WRITE: - Edit non-live workflows   REVIEW: - Edit, review, and run all workflows ...read more

I want to trigger a workflow based on engagement with emails within a specific campaign. The campaign is ongoing. Right now I have to select EVERY email (sent daily) that should be included in this workflow within a campaign. It is tedious. We have campaigns can we please use campaigns as a filter. ...read more

We are currently able to see a list of workflows with 'errors'. However, right now too many events are being categorised as an error.    For example,   1. Outside time window settings. 2. Unable to send the email - Details: Previously unsubscribed from all subscription types   Both of these should not really be categorised as errors.   Recategorizing the above will make the list of workflows with 'errors' much more useful. ...read more

Hello, our team just upgraded to Sales Enterprise so we could use the "Enroll in Sequence" actions within our workflows. We use Hubspot primarily as a lead assignment and qualification tool for our Sales team, which experiences frequent turnover, so any amount of "hard coding" names into our workflows adds up to more maintanence. There are several other areas within Hubspot where "owner" properties can be selected instead of individual names, and I feel the Enroll in Sequence sender is a prime location for "Contact Owner" to be an option.    The best way for me to illustrate this is to describe the problem I've just run into. So here goes.    The lead enters my workflow. The lead is assigned a contact owner via the "Rotate record to owner" action. I now wish for the lead to enter a sequence wherein they are contacted by the new contact owner. If "Contact Owner" was an option for the Sender, this would be a sustainable one-action process. However, because I have to select a user by name, I now have to step back and add an "If contact property: Contact Owner equals any of *specific user*" action with equal branches for each sales rep, and then in each branch add an "Enroll in a sequence" action with each sales rep as the sender, and then redirect each branch back to a common next step action using the "Go to other action..." action. And not only that, but if one of my sales reps leaves, or if we hire a new sales rep, I have to go into the workflow and remove or add a new branch specific to that rep.      This issue is only compounded if I wish to do this for multiple different Sequences, as I'll need to build out similar trees for each sequence, all with specific users and names that need to be maintained. This feature would ultimately make workflows more sustainable and less clunky.  ...read more

Instead of having to select each CTA individually when you create a workflow, list, or score, we'd have the option to select "clicked any CTA".   Use case: adding a score set of +20 when a contact has clicked on any CTA within the last 2 weeks. ...read more

It would be great to be able to CC users on automated emails.   For example, when a deal is moved into a particular stage we often trigger automated emails to be sent to associated contacts. But, often we want to CC more than one user so they can follow up with the contacts if need be and be part of the same email thread.   A simple CC field for users would be great when setting up automated messages. ...read more