Great minds think alike

Its incredibly painful that lifecycle stages cannot move backwards, if its something users leverage to assess an "actual" lifecycle stage. A contact/company can move through the stages, and then go back to stage (1) as its being contacted again by a new seller. Not being able to automate this workflow, is a huge pain for our team, as it requires the sellers to do this manual, with lots of errors down the line.. ...read more

Hi,    Because of our process, we need to create a new Slack channel for every new ticket in a specific pipeline.  I really need to be able to create a workflow that automatically creates a new Slack channel and adds specific users to it.    Is that something Hubspot is planning on creating?  Thanks team.  ...read more

Unenrollment triggers can be set in company, deal, ticket, quote, custom object, and conversation-based workflows.   Currently in contact based workflows, you can set unenrollments through suppression lists or in goals. It would be worthwhile being able to add the same unenrollment triggers into a contact-based workflow. ...read more

I used my own email to initiate testing a workflow several weeks ago.   This workflow involves sending 3 emails, and my contact was credited with some opens and clicks as I interacted with the emails as they arrived over the course of a couple weeks.   I would just like the ability to delete datapoints in this workflow history associated with my contact record since they are obviously not real results.   If I delete the contact record altogether, this workflow history is retained as an anonymous contact.   If I add my contact record to a suppression list within the workflow settings, this history cannot be retroactively erased either.   I am looking for a solution to forever delete this useless data from workflow history, or to be able to easily filter it out manually when viewing workflow results.   Thanks! ...read more

Workflow functionality could be improved by expanding the triggers and branch criteria available for user fields to include an option to specify a Team. This would reduce the need to specify individual users, which can be a hassle during on- and offboarding.   Example: Customer Service needs to be notified if they have a deal open for over 3 days. The following are the current trigger criteria: 1. Deal stage = Open 2. Create date has not been updated in the last 3 days 3. Deal owner = user 1, user 2, ..., user 7 Trigger 3 would be more efficient if we could specify a Team. Trigger 3 could be "Deal owner is a member of the Customer Service Team."  ...read more

When using the new 'Trigger when an event occurs' workflow trigger type you aren't able to edit existing triggers. So if you set up triggers based on multiple form fills or property values, any time you add a new trigger you have to add a new trigger group, rather than say having all form fills grouped into one.   Essentially it would be great to have the functionality of the old workflows mirrored in this new one. ...read more

The new custom behavioral event as a Workflow trigger is amazing and has lots of new features which are amazing to explore.  Because of this feature i was trying to create a Workflow for a custom property which would be used to report on the average number of calls which has to be made in order to "XX" (for me it is to schedule a meeting, we got a call outcome then where it states "meeting scheduled") For my specific case it is kind of difficult to report on the average number of calls bc: I only want specific call outcomes + only specific SR -> to add a counter to the custom property -> If Customer Support/ CSM calls this contact then it would ruin the counter Therefore the "and" filter funcion would be amazing to add so that multiple parameters can be selected to have an even better workflow experience! ...read more

It would be great to be able to use a HubSpot Token within a Workflow to update a date field.   When using "Set a property" on a date field, the only options available are a "Static Date" or "Date of Step" and does not have the ability to use a token/variable to populate the date field.   The option to "Increase or decrease a property value" does not work for date fields.   Example: I have a custom object created in HubSpot and this object has a date field called "Expiry Date". I want to use a workflow to grab this value, increase it by 1 year, and enter it back into the Expiry Date field. ...read more

We have a workflow that we have used for about a year. The first set of tasks were for one person/department. When you check the last task, it would delay the next set of tasks for another team member in a different department. All we did was remove the "delay" and the tasks have now stopped appearing for the 2nd person. If you uncheck then recheck the last task for the 1st person, the tasks for the 2nd person will show up.  Does anyone know how we can get the proper flow to work again? ...read more