Lists, Lead Scoring & Workflows

JMA1
Participant

Task Outcomes

SOLVE

 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? 

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Task Outcomes

SOLVE

_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.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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4 Replies 4
Rajib_alimul
Participant

Task Outcomes

SOLVE

But does this re-enroll contact? Otherwise only 1st time it will do I suppose.

0 Upvotes
kvlschaefer
Community Manager
Community Manager

Task Outcomes

SOLVE

Hi @Rajib_alimul,

 

Thanks for reaching out!

 

This thread is 5 years old and may not have full visibility among our Community Members.

 

To ensure that your question is seen by our community members, I would encourage you to create a new post on the Community.

 

Please make sure to include a full description of your goal and any pertinent screenshots of your workflow in the new post for the Community to better assist with the next steps.

 

Thank you,

Kristen


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0 Upvotes
MFrankJohnson
Solution
Thought Leader

Task Outcomes

SOLVE

_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.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
JMA1
Participant

Task Outcomes

SOLVE

Can I create additional task statuses?

0 Upvotes