HubSpot Ideas

richard88

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. 

3件のコメント
NWarner
メンバー

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

JCraig0
メンバー

Is this possible now? I was trying to find a way to reach the same outcome. Contact owner + last sequence enrollment (if you have specific sequences for individual reps) is close, but still room for error. 

MHarp
参加者

Yes I would like this for Onboarding of new individuals when a new user is created, I would like to assign them tasks that help them learn Hubspot and customize their views.