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Jeanisrad
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Member since ‎May 14, 2021
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natedame on February 10, 2021
Task-based workflows
It would be amazing to have task-based workflows! We have various things generating tasks - especially sequences. Task queues don't solve every problem - and many situations are more nuanced. As a result, tasks have become more cumbersome to m read more
Reply Idea Tasks Workflows
303 upvotes
60 Replies
Jeanisrad
Participant
March 02, 2022
Also, when an employee leaves, there are situations where their customers are split between more than one owner. Task-based workflows mean I can reas...read more
Arne on April 27, 2019
HubSpot User is Out of Office
We have quite a number of workflows in HubSpot that classify, notify, assign tasks and owners. If such users are out of office, processes get stuck in the dead end waiting for the users to eg come back from vacation. We are using rotation in some c read more
Reply Idea Contacts & Companies Lead Flows Tasks Workflows
372 upvotes
98 Replies
Jeanisrad
Participant
July 16, 2021
This is an urgent feature for a lot of companies. Workflows are tied to individual salespeople in many cases, and we have to account for automation w...read more
nathanparis on May 29, 2019
Workflow - Ability to Create Notes
Right now you only have the abilty to create tasks in workflows. Other MA platforms allow you to merge fields and save into a note during autmation which is extremly handy for team members when viewing hisotry of activity. For example someone f read more
Reply Idea Contacts & Companies Workflows
345 upvotes
107 Replies
Jeanisrad
Participant
July 15, 2021
I also would like to create notes in a workflow. Notating accounts is critical to global customer info, and if we can automate it based on certain co...read more
Jeanisrad on July 09, 2021
2 branches in a workflow simultaneously?
Is it possible that you can have a condition that sends a lead down two branches in a workflow, vs just the first? Scenario: Workflow sends an email to get the customer to do 2 things. The salesperson toggles yes or no on both. I want different read more
Reply Discussion CRM
0 upvote
3 Replies
Jeanisrad
Participant
July 12, 2021
Thanks Karsten. I ended up creating 4 conditions in the branches for the 4 scenarios as my solve.
Solved
DanaS on August 25, 2020
Different workflow goals for different branches?
Hi everyone, I know you can choose multiple goals for one workflow, however, I'm wondering if it's possible to create different workflow goals for different branches within the same workflow? For instance, if I have a workflow with 4 split read more
Reply Discussion Workflows
0 upvote
5 Replies
Jeanisrad
Participant
July 09, 2021
Karsten, is this still the best solution you know? Alternately, can you have one branch go through the workflow and another branch enroll in another ...read more
Jeanisrad on July 09, 2021
2 branches in a workflow simultaneously?
Is it possible that you can have a condition that sends a lead down two branches in a workflow, vs just the first? Scenario: Workflow sends an email to get the customer to do 2 things. The salesperson toggles yes or no on both. I want different read more
Reply Discussion CRM
0 upvote
3 Replies
Jeanisrad
Participant
July 12, 2021
Thanks Karsten. I ended up creating 4 conditions in the branches for the 4 scenarios as my solve.
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