Is there a way of using the automation functionality of HubSpot that I'm not thinking of when our customers have such diverse needs? We very rarely are asked the same thing twice and the problems our customers face are as varied as the number of customers we have.

Hi Pierce, Without knowing more detail, it's difficult to give more info but I'll give it my best shot. So if the need of each customer is very particular to their company, then I'd say the best thing to do (to automate other actions) would be to try and capture that need in two stages: the first being a generic/universal grouping for their need, followed by capturing the customer's exact need. I'll explain that in more detail below. This is how I'd do that in practice: Create a form that includes a form field that offers a finite number of options (ie. this would need to be a dropdown select property type) which capture the broad categories of the needs among your customer base. Then the second 'stage' use the dependent logic functionality on the form to serve further questions, which again use a dropdown select of options, that are relevant to how they answered the first. One of these options could be 'other' and if they answer in that way, then set it so that it serves up a multiline text field where your customer can write their exact need. By taking this approach, with the first and second stages you're capturing common concerns among your customers which will help you segment them for things like triggering specific nurturing campaigns for them, as well as giving you some useful customer data for any reports you want to create about them. At the same time your also capturing your customer's exact needs in their words (with the multiline select property), which you could send to your colleagues, perhaps using it as an email token to send to your account managers or salespeople...or even something that you just make visible on your CRM record for them. I hope the above is helpful but let me know if you have any questions. Best wishes, Mark