Great minds think alike

Arne · ‎Apr 27, 2019

We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some cases to make sure that eg an initial follow up still takes place by a team member even if the initial user didn’t react in time. We also added delays of 1 day to make sure the initially selected users had the opportunity to work on a task. After that delay a rotation takes place. Bad enough that the first user was out of office, the next that received the task via rotation was OoO as well. We cannot delay and rotate again and again until we finally find one that actually works on the follow up action. Please add an option where users (and as a fallback the team lead/delegate) can set themselves Out of Office and define their delegate to make sure that important workflows don‘t get stuck due to absence or at least get delayed by several days until rotation finally found a user. It’s needed fast, ie before summer vacations start everywhere.

landers_210 · ‎Feb 15, 2019

It would be nice to have an undo button in Workflows, similar to emails. Sometimes we will edit a workflow and then quickly decide we want to revert back to the original creation. It's hard to remember what has to be changed back, especially for more complex workflows.

nathanparis · ‎May 29, 2019

Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone fills out a form...you want all of that data in a single note so dont have to go look at each field...

CaitlinRose · ‎Mar 3, 2021

Allow a workflow whereby if a deal is associated with a company (and than cmpany has associated contacts), then the contacts are pulled and automatically assigned to the deal. This would also work the other way where if a deal had an associated contact, the company assocated to that contact would also be assigned to the deal. This prevent double data entry and would ensure that all deals hve he appropriote associations.

bellawu · ‎Apr 6, 2017

Receive a notification for whenever one of my workflows encounters an error. This would avoid missing leads in real time due to undetected errors. http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/15774616-workflow-error-notifications

waihonger · ‎Jan 3, 2017

Right now Workflows can only be used to create a deal with limited options i.e. name/close date/amount. As such, when our customers fill up a sign up form, we aren't able to populate new deals with any information that relates to the sign up. This can only be done at the contact level. This is important to us because we need to track various properties at the deal level. We'd like for workflows to be able to have an option to 'specify deal property' or have additional fields upon creating a deal.

natedame · ‎Feb 10, 2021

It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to manage - costing our team time rather than helping us save time when getting things done. Would be AMAZING to have task-based workflows that: trigger when things happen to tasks to create actions and automation in other areas of HubSpot take action like making edits to tasks that have been created by users or through other means of automation (workflows + sequences) This would allow us to assign or reassign tasks, edit other task properties, and even delete/complete tasks, all based on numerous conditions across HubSpot.

Trevor · ‎Aug 3, 2017

Hello, this would be helpful for multiple reasons. An example of a use case would be to create a workflow to copy the parent company Hubspot owner to its child companies. Thanks!

sgerrits · ‎Jan 8, 2021

Because activities can't act as re-enrollment trigger, it would be great to have activity based workflows. An example of an application would be that every time I log a phone call with outcome = left voice mail, it will send an automated email to the contact. You could create similar workflows depending on the outcome of a call or meeting.

rjonesSolaria · ‎Dec 2, 2021

I'm very excited to have the beta of creating associations and labeling them between records. But it feels incomplete without the ability to associate records via workflows. My use case is something I've been trying to implement with workarounds since my company started using huspot. Use Case: We're a solar panel manfacturer. We sell to distributors, that sell to solar installers, that sell to homeowners. We generate plenty of homeowner leads that we would like to send to our customer installer companies. I want to set a workflow that will assoicate the lead's contact record to the installer company record under the assciation label I made for this purpose, then send a new lead notification to the campany' designated lead-getting employee associated contact , all based on the location of the lead. I want to be able to look at the lead contact record and see which of our installer companies we sent it to. Or look at an installer company and see all the leads we've sent to them. Or create a deal that is between the lead and the installer company for every lead we send to the company. There's just no way to manually associate these records as we get thousands of these leads a quarter, this seems like such a blind spot for B2B users.

Great minds think alike

HubSpot User is Out of Office

Workflow Undo Option

Workflow - Ability to Create Notes

Associate Records in a Workflow

Workflow Error Notifications

Allow Workflows to specify deal properties

Task-based workflows

Parent-child company properties available for workflows

Activity Based Workflows

Automate record associations in workflows

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