Great minds think alike

We have business units, and would like to be able to automatically exclude contacts from other brands' workflows if they are currently in another workflow.   For example, if they are going through a renewal nurture sequence for one brand, we don't want them to be receiving other (less important) communications from other brands and bombarding them with emails.   I know there is a way to automatically remove a contact from ALL other workflows if they are currently in a specific workflow, but we don't want to exclude them from everything, like notification based workflows.   It would be helpful to have auto-suppression rules if they meet certain filter criteria - just in case people forget to add the suppression lists to their workflows! ...read more

I would like to see the following features added to workflows:   - Update Property Option for Activity Records for example... a call or meeting type is unknown. If the contact type is x and the call outcome is z, then call type = abc - Update Conversation Status for Conversation Workflows for example... a conversation was assigned to a bot. If last message received was over 1 day ago and the conversation was never reassigned to a rep, then close the conversation.  ...read more

Regarding the Product Update to the workflow tool on June 12. When the feature 'Workflows Custom Views and Subfolders' was launched, the 'Objects on Hold' column was removed from the UI. This option should be added back to the view, as it makes finding contacts on hold in a workflow easy to identify at a glance. ...read more

Is it just me or should the Annual Revenue options in Workflow creation have Greater Than, Less Than, and In Between as options?   The ones given don't seem relevant to the field - "any of" is confusing, at best, ya?  ...read more

So, this may be specific to our company, but surely others will find this functionality useful as well...   Instead of "end," I would like to be able to "repeat" the whole workflow, or perhaps repeat starting from a certain step.   We're a manufacturer of, among other things, dust collector units with filter bags. To keep our dust collectors running well, you need to occasionally swap out the old filter bag with a new one.   We've got a workflow that reminds customers every 90 days to swap out the filters. But the workflow ends after four sets of actions to send the reminder every 90 days. Our products are built to last, and indeed, we've got some units out there in the field still running after 30+ years. We need to remind customers for the long haul that they need to keep replacing their filter bags. It would be unreasonable to have to create a workflow that does every 90 days for thirty years.   I would LOVE some functionality for HubSpot workflows that lets me loop back to the start of the workflow rather than simply ending. (A "repeat workflow" instead of "stop" sort of thing.)   We're also planning to launch a subscription service for filter bags, and we'll need to set up some workflows for internal emails to go to our teams to remember to send out the new filter bags on time — we'll need to get the same "repeat forever until customer cancels" functionality for that as well.   Thanks! ...read more

We need to control that a certain set of tasks is completed before a deal moves forward to the next stage in a pipeline. Currently, we can create new tasks for each new stage reached but we can't control that those tasks are completed before moving forward.   The option of creating custom yes/no properties appearing in the popup between 2 stages is no good. Firstly, it makes users edit both the task's status and the custom properties. Two way to record the same thing. Secondly, when the user answer "yes I've done this", no check is made. He could just make mistakes, though he completed the task while he did not.   Stages are things that work in sequence.  Tasks are things can work in parallel. Once we have the above, we would have a great stages/tasks package.   Stage A (list of tasks to complete during A and before can go to B) - Task 1 - Task 2 - Task 3   Stage B (list of tasks to complete during B and before can go to C) - Task 4 - Task 5 - Task 6 ...read more

Based on this article: https://knowledge.hubspot.com/contacts/how-can-i-filter-on-original-source-drill-down-2 When using filters or automations based on Imports, we have only the option of selecting them either one by one, or specifically by their internal value. I would suggest that we enable a global HubSpot setting for Imports names to be unique per each HubSpot portal and thus allowing us to bring other filtering and trigger possibilites to HubSpot. These are already offered in a Drill-down 2 enrollment criteria, but they don't apply to Imports. :S  Use case: If I have a standardised naming convention for all my imports, I could filter for the contacts that are created by a specific department, regardless if the contact is later updated or modified through other imports. The source would allow me to create segmentations based on their source.     ...read more

Pourrie-vous développer la fonctionnalité de bloquer les droits de suppression de tâches à certains utilisateurs.  ...read more

I would like to set up a workflow that identifies contacts that have clicked multiple times in an email but have not continued on with an inquiry/ contact/ reply ect    so the workflow trigger would be  opens (xxx) email -  clicked any link (minimum x) times -  set task to (x) to follow up  ...read more