Great minds think alike

We tried to create a post purchase experience for our customers based on which products they selected and how many. Currently there is no feature that adequately addresses our needs to have an additive associated object or SKU. It would be great if there were some kind of property that allowed for multiple different products being part of a single deal to trigger a certain branch of a workflow.  ...read more

Currently, you are able to go onto the All contacts list > select contacts by clicking off the checkboxes > clicking "more" > and clicking "enroll in workflow". While you can do this for contacts, you CANNOT do this for companies... it would be really beneficial if this feature was consistent between both contacts and companies! ...read more

We have some workflows with delays built in, sometimes a contact will get stuck in the delay even when the event has actually happened.    It would be great to be able to manually force individual contacts through a workflow step.    the current advice given to fix this is to delete the delay from the workflow which would move all contacts to the next step (this is a terrible solution)   there is a similar idea to this posted by Braeden but i was unable to upvote it  ...read more

Hey HubSpot We work with a number of organisations that are migrating to the Service Hub from other software purely for HubSpot's centralised automation and suite of products.  A recurring pain point is the lack of functionality to perform actions in their workflows based on ticket data-points/fields when working with contact-based workflows It seems every other object is supported, but Tickets aren't. This would solve so many non-scaleable complex workarounds currently in place. ...read more

I am a Customer Success Manager. I am moving a contact through a workflow. If necessary, I have a contact whom I need to skip through a step(s) throughout the Workflow. It should be a functionality allowance, and there is essentially no workaround.   I have all my POCs introduced to my CS and Renewals Workflow, and not all enter at the same stage due to when they were onboarded and whether they are a change management-related change in my related contacts. I need the ability to insert them at different stages of my Workflow for this and other extenuating circumstances; skipping steps is an absolute requirement.   Please let me know if this idea gains traction with your engineering team.   Warm Regards, Gus @perez @ Devensoft ...read more

Sería muy útil que los workflows permitan asociar artículos de línea a los negocios, les comparto un ejemplo: Pensemos en un contacto que llenó un form mediante una red social o sitio web, en el form se solicitó información de contacto y algunos campos relacionados a el producto o servicio de interés, entonces sería muy útil que se pudiera crear un workflow para que cuando se cree un negocio que cumpla con ciertos críterios en algunas propiedades, se asocie de manera automática un artículo de línea de nuestra biblioteca de productos, así no se debe de asociar de manera manual y podría facilitar el proceso de creación de cotizaciones ...read more

I was thinking it would be nice to be able to integrate LinkedIn with workflows. This way instead of assigning a ToDo with no tracking ability, we are able to automate this process and send over connection request, InMail, whatever.   This would enable us to not only track our LinkedIn interaction but also make sure it happens. Unsure how difficult it would be for backend team to integrate this as it may be difficult to confirm LinkedIn Profile, and if we must mannually enter their LinkedIn address we may as well mannually send the connection request. Although still may be useful for sending InMail. ...read more

As a Hubspot's enterprise customer, I'd like to trigger workflows based on forms submitted on specific pages not created with Hubspot (oftentimes, the same form is used on more than 1 webpage)! ...read more

When a contact, lead, or account record is deleted in Salesforce but not in HubSpot, a hidden field called "Salesforce Deleted" is marked "true" in HubSpot. However, this field isn't accessible currently.    Once they are tagged, if this contact that was deleted in Salesforce meets the inclusion list criteria in the future, they aren't sent over because of the hidden field value. They need to be manually pushed over for Salesforce to re-create them.    It would be incredibly helpful to be able to pull whoever was tagged as "true" for this hidden field into a list so I can monitor who needs to be manually pushed over, otherwise it's nearly impossible to keep track of. There are also plenty of use cases where this would be helpful to access for workflows and reports as well.  ...read more