Director of HubSpot Training, Co-Host of the Hubcast, INBOUND Speaker, Certified HubSpot Trainer, Retains 10 HubSpot Certifications
November 14th, 2019
This episode of the Hubcast is brought to you by HubSpot’s new Contact-based workflows: the day HubSpot changed forever.
It’s been a few weeks since Marcus and Carina were on the mic together - and they’ve got a lot to catch up on!
Chris DuBois at Lean Labs
Wanted to track how often their sales reps are connecting with prospects (in alignment with their service level agreement (SLA)).
Initially, Chris created a series of workflows that would check every seven days if contact had been made, and if it had it would increase a custom contact property by a value of one. The only problem was, it was constantly cycling people through workflows, cluttering up their contact record unnecessarily.
So instead, he created one master workflow that enrolls them in three timed workflows for contact within one day, seven days, and 21 days, and then uses a calculated property to add up the number of contacts, and turn it into a score out of 100 for each rep!
Shoutout to Jeppe for surfacing this one - especially adding the need to have multilingual support for Knowledge Bases!
Export Data on All Your Workflows
“With today's update, your workflow export now includes data on all your workflows, not just your contact workflows.
To export your workflow data, navigate to Automation > Workflows > Export Workflows. The export now includes all workflows, including company, deal, ticket, and workflows.
Note that, as a part of this update, email performance data has been removed from the export. The email data can be found in your email tool via Marketing > Email > Export Emails. The email export includes an "associated workflows" column for filtering, and is more robust than the data that previously lived in the workflow export.”
“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.”