Great minds think alike

Please bring back the number that was displayed in workflows in a delay. This was very useful to see how many contacts exactly were at each delay and how they were moving through a nurture sequence.    This was replaced with "Active Contacts In This Action" which to be honest is rather insignificant and does not tell me anything except contacts are waiting. Knowing an exact number allows me to assess how many contacts are there and if I want to change their course of action then what number i am dealing with or if I want to introduce a logic feature and split that delay what number I am working with.   Its unfortunate that hubspot would deem this an irrelevant feature to many hubspot users who use this figure in our nurture sequences and replace it with something that is in fact irrelevant.  ...read more

Unfortunately, HubSpot doesn't let you auto-subscribe contacts to WhatsApp communications. You have no direct access to the subscription type in workflows and you don't even see the subscription in the settings.   The option you have is to go into contact's profile and inspect all their subscriptions there. You will see WhatsApp and you'll be able to subscribe the contact manually.  (don't mind the German language)   Why don't we have an option to auto-subscribe the contact to WhatsApp Notifications if they submitted a form with their phone (WhatsApp) number and agreed to receive notifications via WhatsApp? When we collect consent from our contacts by ticking a checkbox or by clicking a button, we expect the contacts to be auto subscribed to WA-notifications.   P.S. I am talking about a situation when a contact doesn't know your WA number and cannot contact you first (as described here), so it is way better for both sides when a contact submits a form and gives their phone number and asks to be contacted per WhatsApp. The rest should be handled by HubSpot.   Added: There's currently an option to mass opt-in contacts for WhatsApp communications in your Contacts view. This is currently in Beta so make sure you add this function to your HS portal in Product Updates. STILL this is a manual process that is not convenient when you actively use WhatsApp for communications with your contacts. ...read more

Ability to filter workflows by the actions used within the workflow so that you can use this to more easily find workflows for maintenance, troubleshooting, etc. ...read more

I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM.   I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. eg; when contact property is set to 'X' trigger sequence 'Y' ...read more

I was disappointed to see that I can't do an A/B test in an automated email: https://knowledge.hubspot.com/articles/kcs_article/email/how-to-create-an-a-b-test-email   Marketo (a HubSpot competitor) allows this functionality. Can you add this to the product sometime? It's particularly helpful with a Welcome email sequence which is key to on-boarding new customers. ...read more

Similar to the new folders to organize contact list, the same organization for workflows is needed. Many of my workflows automate specific campaigns or simple administrative tasks. Many of them are related or unrelated in someway. I would love a way to better organize each workflow into a folder structure.   http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/5739715-folders-to-organize-workflows ...read more

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. ...read more

When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". Rather, a specific Owner with a Paid Seat must be selected.   For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be the Sender of the Sequence Email.    IDEA:  Please enable Sequence Emails to be sent dynamically from the Contact Owner.    Who is this for? Sales, Marketing and Customer Success Teams wanting to scale and leverage automation to enroll Contacts in Sequences with workflows.    What is their goal? Scalable Sequence Automation from many different potential Senders.   Thank you for the consideration!     (Edited: Removed the reference to missing email signatures as that's been delivered. Email signatures are now available in the sequence templates when enrolled with workflows. Thanks Hubspot!) ...read more

There is a new Behavioral Event functionality for Marketing Enterprise, and the old one is marked as a "legacy". The new one supports only Delay until event happens feature on workflows.  Knowledgebase article explains how it works, but currently, you can't use events for anything else but delays.   We want to use Behavioral Events also as a trigger – not delay. For example, when event X happens, we want a Slack notification.    This is an important feature for especially Sales and Service, when something critical happens. Also, Marketing people can benefit from this. When notification reaches proper persons, they can serve better customers in real-time.            ...read more