A special Thanksgiving mini-episode dedicated to contact workflows [Hubcast 252]
By Carina Duffy
This episode of the Hubcast is brought to you by all of the calories being consumed in America this week. Happy Thanksgiving, everyone!
Thanksgiving is here in the U.S., and while this episode is airing during the holiday, you can be assured that your favorite Hubcast hosts are busy getting stuffed with delicious food.
It’s been an amazing year in the HubSpot world and we wanted to take this time to share what we’re thankful for.
Stephanie - HubSpot User Groups!
Nick - the new content marketing certification and the sales tools!
Carina - this year, I’m thankful for workflows, specifically contact workflows, and all the work that the HubSpot product team has been doing to get them updated to the new workflows engine.
New Contact Workflows Engine - Deep Dive
“Any workflows in the new system will have access to the following new actions:
- Go to action (merging branches). Connect if/then branches with to streamline your most complex workflows.
- Slack notifications. Trigger Slack updates when certain contact-based actions are taken. For example, notify sales reps of a new lead or marketers of a new webinar registrant.
- Asana task creation. Create a task in Asana when certain trigger criteria are met in HubSpot.
- Copy contact properties to deal, quote, and tickets. For example, when a lead fills out a form, copy some of their submission details to a new deal. As a part of the update, you can also set and clear deal, quote, and ticket properties with contact workflows.
In addition, you'll see minor updates to exports and delays with the migration to the new system. For the full scoop, read through this help doc.”
Let’s break down exactly what it’s going to look like to use the upgraded contact based workflows.
And lastly, we’re thankful for you, our listeners, who keep this show going! Thanks for being passionate about all things HubSpot and inbound. You’re all certified dope in our book!
Until next time
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Until next time. This is Carina Duffy, Nick Bennet, and Stephanie Baiocchi saying to you, get out there and get after it!
Wondering where to begin?