Great minds think alike

Hi,   Right now, we can search workflows by name and filter them by status, creator, type and team.   It would be very useful we can search workflows which have some kind of actions inside.   For example. Right now I need to know which of our workflows have the "rotate record owner" action inside. But we have a hundred workflows.    Thanks, Daniel. ...read more

Sequences have a "owner" field:  However, we can't access the "sequence owner" field when creating lists or workflows. I'm asking for it to be made available to be used as a property in lists or workflows. "Last sequenced enrolled" is also buggy, since we cannot filter by sequence names... it only accepts numeric values. ...read more

I see that there is an action on contact based workflows to delete contact, but we need the same in dealbased workflows! (And preferably in all types of workflows) ...read more

It would be awesome if the About this Deal section within a Deal autopoulated properties based on values in the Deal. Example: If enter a Line Item within the Deal, the "About this Deal" section would pull in the property values from the Line Item like Term, Product, or MRC. ...read more

I would like to create a workflow that assigns a task to the deal owner based on a property field.    For example: My reps complete a field "Initial Post-Demo Follow Up Call Date" after a demo is completed. I would like a task to be assigned for the date within that property. This is not a capablity right now per Hubspot support. ...read more

I am a Hubspot Admin in a company in the process of launching a new Business Unit. We have acquired the Business Units add-on, and I am now revising hundreds of workflows in order to see which will apply only to the existing BU and which will be required for both units. I've realised pretty quickly that the default Hubspot options for filtering/identifying etc are pretty weak (in the GUI at least, maybe via API is better? Currently you can filter by Object, Status, Creator and Team (which I think is to filter for workflows created by all users in a given Primary Team). You can also search by name and organise into multi-level folders. Some things that I think would be extremely useful are: 1. Being able to label workflows with one of more labels e.g "Owner rotation", "Internal notification", "Pipeline automation", "Task creation", "Email to contact". I think these would be much more useful than folders or trying to maintain any sort of naming convention 2. Being able to select a specific object property and seeing what workflows include that property in the "trigger" 3. Being able to select a specific object property and seeing what workflows modify/update that object property (I'm aware that for 2 and 3 you can go to the Setting tab and look for where the property is used, but this isn't enough) ...read more

When creating a workflow there's a "Delay Until" option, which is very useful. Sadly you can only use a AND operator in it. If you add the OR operator as well, it becomes a much more flexible and useful tool. ...read more

Hello -    Putting in a feature enhancement of being able to build automations/workflows based on activities.    For example: Enrollment trigger = Activity outcome is XXXX    Workflow Create task and assign to activity owner    Or Enrollment trigger = latest activity date = xx/xx/xxxx   Workflow Copy to company property "Latest Meeting Date"  ...read more

 It would be awesome to be able to add a description to workflow based folders. Just like we can for regular workflows. I would love to add a description of what should be in each folder. It would help us tremendisly as we have multiple users with varying levels of familiarity with our procedures. Having a reminder there would easily smooth some roadblocks for some of the people we work with.  ...read more