How to Use Live Comments in HubSpot Workflows - New Beta Feature!

This HubSpot training introduces the exciting new feature of live commenting now available in HubSpot workflows.

Video Overview

• Live commenting feature in workflows: HubSpot has a new feature that allows users to comment on workflows in real time and tag internal team members for feedback.
• Comment mode location: The comment mode is now on the left-hand side of the workflow editor, instead of the right-hand side. Users can drag it up or down to adjust the view.
• Commenting on specific actions: Users can comment on specific actions in the workflow by clicking on them and tagging a team member. The comments can be formatted and resolved once the issue is addressed.

How to Use Live Comments in HubSpot Workflows

In the twelfth part of our ‘How to HubSpot’ series, we’re excited to showcase a feature that enhances collaboration within your workflows: live commenting. This new beta feature from HubSpot elevates the user experience by providing a live chat-like interaction directly within your workflows.

Previously, comments within workflows were static, and you might have found yourself refreshing the page to see updates. But now, HubSpot has streamlined this process. If you’re new to commenting or simply wondering where it’s gone, don’t worry—it’s still here, just relocated to the left-hand side, in line with HubSpot’s interface updates.

The comment area is versatile. You can make general comments or pinpoint specific actions within your workflow to discuss. For instance, if you’re working on a complex workflow and have a question about a particular action, you can click on that action, tag a team member, and ask your question right there. The tagged member will receive a notification and can respond directly within the workflow.

Remember, once a discussion is complete or a question is answered, it’s best practice to resolve the comment to keep your workspace tidy. Resolving comments helps maintain clarity and focus, especially when dealing with multiple threads of conversation.

You can always revisit your comments or resolved comments if needed, but a clean comment area ensures a smoother workflow experience for everyone involved.

As we continue to explore the latest features and capabilities of the HubSpot CRM, stay with Xcellimark for more insights and tips. Our goal is to empower you with the knowledge to make the most of your digital marketing tools, ensuring that your strategies are as effective, efficient, and collaborative as possible.