Task Outcomes

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 I'm coming from another CRM where there are task outcomes. Depending on the outcome of the task, I can then fire workflow automation. Anyone figure out a way to do this with Hubspot? 

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Q: Depending on the outcome of the task, I can then fire workflow automation. Anyone figure out a way to do this with Hubspot? ?

 

Short A: n/a

 

Longer A:

Depending on how you'd like to approach the solution you'll want to either use a workflow triggered on Activity->Task Status. (see image)hubspot-activity-task-status-workflow-gif.gif

 

 

 

AND / OR use a list triggered on Activity->Task Status. (see image)

 

hubspot-activity-task-status-list-gif.gif

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


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MFrankJohnson.com | Connect on LinkedIn

Find posts quickly ... accept this solution now.

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Highlighted
Resident Expert

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Depending on the outcome of the task, I can then fire workflow automation. Anyone figure out a way to do this with Hubspot? ?

 

Short A: n/a

 

Longer A:

Depending on how you'd like to approach the solution you'll want to either use a workflow triggered on Activity->Task Status. (see image)hubspot-activity-task-status-workflow-gif.gif

 

 

 

AND / OR use a list triggered on Activity->Task Status. (see image)

 

hubspot-activity-task-status-list-gif.gif

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Find posts quickly ... accept this solution now.

New Contributor

Can I create additional task statuses?

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