Example workflow #4: Create tasks for company owners based on G2 Buyer Intent activity

This example workflow assigns tasks to your HubSpot company owners based on high-priority G2 Buyer Intent signals. For this example, the workflow only assigns tasks when a company has viewed a comparisons page for a certain competitor product.

With this workflow, company owners will know when to prioritize an account based on G2 Buyer Intent activity.

To recreate this HubSpot workflow, complete the following steps:

1. Go to your HubSpot environment, and then select Workflows.
2. Select Create workflow.
3. Select Start from scratch > Company-based, and then Next.
4. Select Set enrollment triggers.
5. In the right-hand side Filters menu, select Company.
6. Search for and select G2 Buyer Intent Details.
7. Select contains any of. Then, enter compare in the Add options field and select Create option “compare”.
8. In the same Add options field, enter [the competitor product’s name] in the Add options field and select Create options "competitor product’s name".
9. Select Apply filter.

10. Select the Re-enrollment tab, and then choose whether companies can enter this workflow again if they meet the workflow criteria.
11. Select Save.
12. In the workflow builder, select + to reveal the Choose an action menu.
13. In the Available actions tab, select Create task.
14. Enter all of the desired info for the task, including when the task is due and whether email reminders are sent. Select Company’s existing owner in the Assign task to dropdown and Company owner in the Which owner dropdown.
15. Select Save.

16. Select Review, and then decide whether companies that currently meet the criteria should be enrolled in the workflow. G2 suggests selecting Yes, enroll existing companies which meet the trigger criteria as of now.
17. Review all details to ensure the appropriate selections have been made, and then select Turn on to activate the workflow.

The workflow should now be activated. As companies trigger the enrollment criteria for the workflow, your HubSpot company owners should be assigned tasks to follow up with their accounts.