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Status: Idea Submitted
richard88
Submitted by on ‎Mar 26, 2021 12:47 PM

workflow triggers based on hubspot user information and activities

Idea: Have workflow triggers based on hubspot users, example: User A (lets call him Bob) is in a meeting, or Bob is active in chat, or Bob has a >70% email response rate, etc. as a workflow trigger // if/then branch use

 

Example Use Case: Bob is currently in a meeting, do not assign Bob as a contact owner. IF owner is in a meeting, then rotate record owner for a newly created lead to a different owner to take more immediate action.

 

Use Case 2: Bob is active in chat, therefore is online, a new lead just submitted a form, assign Bob this lead to message them immediately. 

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1 Reply
NWarner
Member
‎Mar 26, 2021 12:57 PM

This is exactly what my organization needs. We would use this feature all the time. Hope it gets implemented!