Being able to select several templates for one unique Automation
Sonia Serra
shared this idea
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Daniel Finamore
commented
Currently I have to create a single automation for each template I have created. I would like to be able to select Multiple Templates to follow one automation. IE. For all our Sales Documents, we need to upload completed documents to our CRM. I have many templates, and I have to write 1 automation for each template. This is very difficult to create and pretty much impossible to manage if a change in our process commences.
I would like the ability to write 1 automation and add as many template to follow the one automation as I need.
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Fiona Maher
commented
We auto attach a copy of completed contracts to the deal in HubSpot. The automation is created based on the template. We have many, many contract templates to cater for special conditions, locations and products. I have to manually create an automation for each template - literally just selecting the status and the template name.
It would be much easier to manage if all templates could be selected on one automation. -
Can only select one template at a time (have a customer who uses over 180-200 templates (workflows). Will add a video clip example from the call once it's available!
