Automation of tasks for customers to action

SOLVE
breville
Member

Hi there,

I have a fair amount of CRM experience, but not Service and need to do the following, but can't figure out if it is possible with Workflow...

 

I have a number of tasks in our project management process that our customers need to carry out. Ideally, I would like to send them an email with a link to confirm when they've been completed and reminders when they don't.

 

Does anyone know if this is possible? It feels like a mix of a sequence and workflow.

 

Cheers 👍

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Accepted Solutions
karstenkoehler
Solution
Most Valuable Member

Hi @breville,

 

This would be the first thing for you to figure out. If you want to automate reminders, those reminders have to be triggered by an activity (or the lack thereof). A Google Sheet will not scale well because it's a different one for each customer, I assume. You could consider using form submissions, the click of a button in an automated email ("I have completed this step") or a property manually updated by an employee of yours – but there needs to be something that HubSpot can read and use as a starting point.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Most Valuable Member

Hey @breville,

 

Could you share more context on the type of tasks and how you would track completion?

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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breville
Member
Hello!

Mostly manual tasks to set up equipment. They don’t need third party system integration.

Thanks!
0 Upvotes
karstenkoehler
Most Valuable Member

Hi @breville,

 

How do you keep track of completion of these tasks? That's a crucial part of the step, otherwise automation would just be a series of emails, potentially not in sync with actual task completion.

 

Best regards

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


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breville
Member
Good point!
At the moment we have a google sheet with the tasks per client, but could use another reporting tool (like HS!).

Thank you.
0 Upvotes
karstenkoehler
Solution
Most Valuable Member

Hi @breville,

 

This would be the first thing for you to figure out. If you want to automate reminders, those reminders have to be triggered by an activity (or the lack thereof). A Google Sheet will not scale well because it's a different one for each customer, I assume. You could consider using form submissions, the click of a button in an automated email ("I have completed this step") or a property manually updated by an employee of yours – but there needs to be something that HubSpot can read and use as a starting point.

 

Best regards!

Karsten Köhler
Freelance Digital Marketing Advisor

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post