Automation of tasks for customers to action

[breville]

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 👍

[karstenkoehler · Accepted solution]

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!

[karstenkoehler]

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

[breville]

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.

[karstenkoehler]

Hey @breville,

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

Best regards!

[breville]

Hello!

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

Thanks!