“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!
If you’re listening on iTunes - head on over and leave us a review! We love hearing your feedback, so feel free to leave some in the comments, or shoot me an email at email@example.com!
Until next time. This is Carina Duffy, Nick Bennet, and Stephanie Baiocchi saying to you, get out there and get after it!
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