Great minds think alike

I heavily rely on HubSpot's workflows, and having a dashboard to easily track their success or failures would be incredibly beneficial. I manage both MQL and SQL workflows that run consistently, along with creating them for major events we participate in. Having a clearer view of their outcomes would help me identify areas for optimization, especially in terms of workflows and emails that require the most attention. A centralized way to monitor these results would streamline my workflow and enable more effective decision-making for enhancing our marketing efforts. ...read more

It would be great to have the ability to set guardrails on an email workflow (marketing) that you could set and get alerted if they hit a certain level. E.g. if the unsubscribe rate hits a cerain number. Then you get notified by email or Slack depending on your integration that there is an issue/warning with that email. That way you can action/remedy promtly without having to go in reguarly and keep checking the performance of your workflow. ...read more

Please add a feature to the Email Marketing tool where users can "find and replace" a word or phrase anywhere in their marketing emails.   Naturally, this can't work for single-sends but would be huge for automated emails. Especially for companies with hundreds of automated emails needing bulk changes to them.   It should allow users to search and replace content in the email body, subject line, or preview text.   Additionally, the ability to swap out the From Name and From Email across multiple emails would be beneficial.   ...read more

Have an option to select which value, internal or external, to copy when copying a dropdown property via workflow.   When a dropdown select property is copied to a [text] property, the internal value is copied. Some cases this is ideal. For others, it would be helpful if the external value copied instead. ...read more

It would be super useful to be able to assign tasks to members of a team on a rotated basis just like the "Rotate Record Owner" function in workflows.   Not only would this mean that tasks could be distributed evenly, it would also mean that when a team member leaves a team or a new one joins you only need to change their team status and not every single workflow that they were tasked in.   Currently task assignment options are only a specific (named) user or a contact owner. As people inevitably change roles or leave the organisation this becomes a problem when you have lots of automated tasks in different workflows. Since the "teams" function already exists perhaps this could be an easy solution to this issue. ...read more

I'd like to suggest a new feature for HubSpot that would greatly improve workflow efficiency: the ability to create and save 'Trigger Sets' for reuse in other workflows.   While HubSpot already offers a similar functionality for actions in the form of 'Action Sets,' the ability to create and save sets of triggers would be immensely valuable.   Currently, I find myself spending a significant amount of time building workflows, especially when it comes to setting up complex trigger conditions like the one below:   Example for a complex workflow trigger   With the ability to save and reuse Trigger Sets, I could streamline this process and save valuable time, particularly when working with lengthy and detailed trigger criteria.   Implementing this feature would not only enhance workflow creation efficiency but also contribute to a more organized and standardized workflow-building process within HubSpot. ...read more

Currently, in a random split branch in workflow, HubSpot enforces an equal distribution. It's not possible to adjust the percentage:     It would be great if it was possible to adjust these percentages, the same way that list splits are allowing for custom / flexible splits:     Thank you for considering this request! ...read more

This request refers to the double opt-in features in HubSpot: https://knowledge.hubspot.com/marketing-email/set-up-double-opt-in-for-emails#send-opt-in-email-to-individual-contact   When HubSpot users want to bulk confirm the email addresses, the only way is currently via bulk edit:   Once you have the double opt-in feature enabled, you can update the double opt-in status for your contacts in bulk from your contacts home.   This means that every time there are new contacts to confirm, a user has to manually select and update contacts.   Please create a workflow action to update the 'Marketing email confirmation status' to 'Customer marked confirmed'.   Reasons why this is needed Some contacts should be automatically marked confirmed. For example, in many SaaS companies, software customers are considered confirmed because they already signed up for the software. In other companies, customers are generally considered confirmed across the board and should not have to go through a double opt-in process again. While there are workflow workarounds, using additional custom properties, it should be possible to update the confirmation status directly. If it's possible to update contacts in bulk (see article linked above), Professional and Enterprise customers should not be forced to do this manually. The point of such a subscription is that things do not have to be done manually. Thanks in advance for considering / evaluating. ...read more

Hi,   The "Activity type" workflow condition is relatively recent, but it lacks the ability to trigger re-enrollment. Users frequently encounter situations where they need to monitor sales emails sent to contacts and reenroll those contacts into the workflow to generate follow-up tasks, among other things. Enabling reenrollment within the "Activity type" condition would be immensely beneficial, as it would allow contacts to be pulled into the same workflow multiple times.   Thanks. ...read more