It would also be possible using a webhook and serverless function. I recently started a email nurturing campaign. Add a delay to the workflow that will send the email on the desired day and time. You can also review the details of all your marketing emails in the Email Performance dashboard at the. Records will then be enrolled in Today’s Date 2. Fourth, turned on my workflow and enroll all eligible contacts. I am told. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. trigger is " job title is known". 2. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. Add more Enrollment Triggers if needed. Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. Enroll on "Last modified date is after XX date (XX date = Any date in the past) 2. Click the name of the workflow or create a new workflow. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. In the actions panel, select Unenroll from sequence . In the right sidebar, click the Re-enrollment tab. This is what they suggested: 1. That's why re-enrollment criteria exist: you can decide when and how a record should be added to the workflow a second (or third) time. Could you explain what you're trying to achieve. I'm working on a workaround outside Hubspot with a schedule workflow. This won't work because Contact will need to be updated more than once. We would like to do the following: 1. Hi You can build your workflow using 'time of last visit - is known' as your renrollment trigger. Re enrollment based on Property update. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB. I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal. The enrollment triggers will be when "Create date" is "known" and when "Last modified date" is "known. The contact enrollment criteria changes when I add new enrollment criteria (mostly this is adding a new form fill action). Do you have a ticket number I can refer to for a support case? happy to be your main POC here instead of going back to Support, but just want you to be aware of our public agreement on time to response and expectations of what we normally handle. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. We use cookies to make HubSpot's community a better place. To provide some more context, I was trying to have contacts re-enroll based on. 1. In the lead nurture workflow example, enrollment wouldn’t make sense, because you would not want a HubSpot contact to receive the same series of re-engagement emails multiple times. However, does this mean i still have to select re-enrollment option - "allow contacts who me. Currently no company properties. Hi , To enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. 3) enroll in another workflow: waiting for event #2. Hi @domcorriveau,. In company workflows, you'll now see an enrollment trigger category for List Membership. HubSpo. CPQ Software. Workflow Re-enrollment based on page visit. You're in good company. However, the trigger criteria is to submit a form and when testing it the workflow won't work. To search for a specific object, use the search bar and enter the name of the object you're searching for. Step 2: Setting your workflow’s enrollment. g. Turn on suggestions. In the left sidebar, click Unenrollment and suppression. (This is preset based on the date you chose on the previous screen, but can be edited. Because I don't know all of the details here, at a high level I would suggest enrolling the deal into another workflow (WF2) at the end of the first workflow (WF1). Search HubSpot Ideas or Create Idea cancel. Action 2: Delay the next action for 7 days. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. In this case, what's going to happen is that everytime first name is updated, it will be known, thus triggering re-enrollment in the workflow. Use HubSpot's workflows to automate business processes and be more efficient. This would only work going forward, not historically. In the past, there was a detail that listed the other workflows which were enrolling in to the workflow you were viewing. ” You will also want to turn on Re-enrollment triggers for “has filled out Name of the form on Any page ” so that your contacts will receive a copy of their form submission every time they submit. We use cookies to make HubSpot's community a better place. With each passing day, this percentage decreases, so I consider each and every product in the cart, no matter if him are an active customer o. The date a contact is enrolled in a particular workflow isn’t stored in a contact property; instead, you can make a request to the current enrollment endpoint. I'd recommend going by "Number of session" (the number of sessions the contact has had on your website, this is automatically set by HubSpot for each contact). The crucial point: if a user "X" enters the workflow, he's in a step of the funnel (and, so, he is in the 20 minutes waitlist), but in the meantime he changes the funnel stage, he DOES NOT re-enroll the same workflow from beginning because he's already inside it!Workflow Re-Enrollment based on new Form Submissions. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. Best regards! Hi In my opinion must be re-enrolled yes, because I understand that if the customer accessed and put in the cart, he has a% chance of return and purchase. Source. (Yes, this could be. " Click "and" one more time to select "has completed workflow. You can see this in the line "Ignored a request to enroll a record which is already enrolled". (This is the first selection HubSpot asks you to make when creating a new workflow. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". Welcome @lasseschou! Have you consulted Support about this? They should be more than capable, and faster responding (we aim to answer queries here in under 2 business days) so it would be a better place to start. First, if not already, rotate to team member. Select the company list you care about, and choose if you want to trigger automation for companies that are a member of that list, or ones that are not. Hi @MorganW,. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. Hmm, that's not what we should be doing @lasseschou . HubSpot interprets "is know" also as "has changed". For example, enrolling a contact into a contact workflow, every time a contact property value changes. My question is, does clicking "Enroll Existing Contacts" when adding a new list to the master list (let's say Import 4) causes contacts on the previous lists 1-3 to be re-enrolled into the workflow? I don't want the same contacts to receive the same emails multiple times because they were re-enrolled into the workflow. However, we must give HubSpot time to recognize changes when they occur. Re-enrollment triggers are not applicable with a scheduled workflow, as all records that meet the enrollment criteria will enroll at the recurring scheduled date and time. This will update the date property, which will then trigger the HubSpot workflow according to the desired cadence; Note: you will need to set the initial "Monthly Call Task Date" if you are using it. Hello team, We need to find a workflow that whenever there is a new update (internal or external) after leaving the ticket "on hold", "pending" or "closed", the ticket goes back to "open" status. If you’re unsure why an object was suddenly. ) After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . Re-enrollment triggers do not consider date or number refinements. You should see the Form Submission. Set your enrollment triggers, then click + to add an action. Humans of HubSpot Recorded Events INBOUND Groups. Ok yes, I've now set my workflow to clear the property and then i've also selected that contacts are removed from the workflow when they no longer meet the enrollment criteria. Examine Your Data and Identify What You Should Clean Up. My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. CRM & Sales Marketing Service RevOps & Operations CommercePart 2: Create Corresponding Workflow . (This is the first selection HubSpot asks you to make when creating a new workflow. Click Set enrollment triggers. ) Instead of re-enrolling contacts when a deal and product are found, matching your defined criteria, you would enroll each deal that gets to the "Processed" or. My approach to a solution would be a main workflow and a second workflow which includes the step to decrease the value. The only question I have about re-enrollment triggers is if you can have multiple enrollment triggers ('Enrollment 1' OR 'Enrollment 2' OR 'Enrollment 3'. Thanks. From the workflows tool, you can create a workflow from. Hi , thanks for your reply. Click on the “Create Sequence” button. For example, when we set a deal property as an enrollment criteria in a workflow, it isn’t possible to use that same criterion for re-enrollment. HubSpot won't check these criteria daily. Here's how: Click Automation and select Workflows; In the workflow that you want to trigger a sequence, click the + iconHi , If you choose the "is known" filter and enable reenrollment for it, it'll behave like "has changed". Fantastic, thanks mate! I hadn't thought of a "fire off all the time" enrolment trigger. In the dialog box, hover over the sequence and click Select . You can also use your CRM to trigger email workflows, either based on user data or user actions. For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". The way to work around this is by either creating a workflow of the other object (in this case a company. For example: If a re-enrollment trigger is based on list membership, a contact will re-. Workflow & Deal Stage Trigger. Thanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. This one is similar to the suppression list, except that goal lists serve a different purpose. Question 11. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Workflow Re-enrollment. If you connect your Stripe account as a payment processor, HubSpot will charge a platform fee of 0. English English Español Português Français Mistake #1: Incorrectly Using Goals. I have a branch in it which check if an action should be execute. Hi , This is how you can achieve that: Add an additional filter to your enrollment criteria, specifying that the Deal stage of the associated deal is none of [anything from invoice sent to fully enrolled]. If I correctly understood your question maybe you can use list memeberships. If you can share screenshots of what. Will step 2 stop subsequent 5 min delay. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. Timely Follow Ups: Follow up with your leads in a timely manner to keep them engaged and interested as well as keep your brand top of mind. Navigate to. Re-activate WF. Currently, if you have a workflow. For example, enrolling a contact into a contact workflow, every time a contact property value changes. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. Use re-enrollment triggers to allow records to be re-enrolled in your workflows. So if we apply your suggested 5 min or similar delay to the relevant workflows and then our initial workflow has a 1 min delay and has the steps. CRM & Sales. We're seeing issues when we bulk enroll contacts in a new workflow that has a custom-coded workflow action, that we can frequently get rate-limited or generate errors by hitting the system too aggressively. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. Create a workflow from scratch. In the Choose an action panel, select Set contact. Might as well offer both features. If you use enrollment criteria with more than one attribute (Not a "Customer" & Score = x, or Stage = Sub, MQL, Lead, SQL), the workflow setting for auto re-enrollment cannot be used, so the Contact can only pass through the workflow one time. Thanks, Nicu Excellent, thanks, Frank. However, if that workflow contains marketing emails and your contact is a marketing contact, HubSpot should not execute the send. What I'm chasing is sycing Contact Type, when Company's Type changes. In. We use cookies to make HubSpot's community a better place. Explore The HubSpot Workflow Butterfly Effect and some of the many other reasons delays are not really an optional 'option'. currently, we are not able to use scoring properties for re-enrollment in workflows. You would set this custom contact property to "yes" at the end of the contact-based workflow. The property is updated from one value to another. We use cookies to make HubSpot's community a better place. English English Español Português FrançaisMistake #1: Incorrectly Using Goals. I see that a CTA could not be used for re-enrollment in a workflow. The first and only action in this workflow would then be the "Set property value" action. Hope this helps! Hello, Is there a way to re-enroll a Contact based workflow that copies a property from Companies module, when that property changes on a specific company? So, the enrollment part works perfectly, but re-enrollment seems to lack - based on the same property. 99/month (Starter); $49/month (Professional) 10. To learn more, and to see a full list of cookies we use, check out ourTo enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. For more on Enrollment Triggers, visit here. To learn more, and to see a full list of cookies we use, check out ourTo trigger a workflow whenever a new contact has been created you can create a contact based workflow> select start from scratch and select the contact property "Create Date" is "known". Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and. . 3. Update workflow settings to allow re-enrollment if member of [Update Today's Date] list; run at specific time every day = 12:00 AM; when contact no longer meets enrollment criteria = remove from workflow . This one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Servers cost. Tested and it works for the deal object, pretty sure it would work for any object (contact, company, etc. Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. Use sequences properties and activity as Contact filters in List and Workflows. Eventually, I managed to manually enroll my personal email into the workflow, but even though my personal contact was mentioned in the history section, it did not receive the email itself. Clone your workflow. . One key example: We want to track the "Time of Last Call Connected". You then check what the status is, i. . If you include "[custom property] is known" in your workflow enrollment triggers and set re-enrollment to use this trigger, HubSpot would (re-)enroll contacts when there is a change in the value of this property. You can then use this property for reporting or list building. OAuth Access Token. The ads are exactly as you mentioned - see ad, click download, get PDF. This is applicable when the object, workflow type and property type are the same. Get workflows a contact is currently enrolled in. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list. Products: Marketing. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Then it dawned me that I could use a Seventh Sense webhook to re-enroll a contact based on any criteria or property I desired. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. The disadvantage of working with re-enrollment only, is that the workflow will be triggered when the contact clicks the CTA also when it's not up to renewal yet. Use marketing email campaigns to share updates with your subscribers and promote special offers. 2) Delay until the event happens. 9% of all credit card transactions and 0. Which I understand why that is the case. Hey @AllisonAltus,. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. Neglecting the user experience. Thanks for the tag @jennysowyrda!. You can add up to 250 filters to a workflow's enrollment triggers. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. In the right panel, navigate to the "Re-enrollment" tab. The crucial point: if a user "X" enters the workflow, he's in a step of the funnel (and, so, he is in the 20 minutes waitlist), but in the meantime he changes the funnel stage, he DOES NOT re-enroll the same workflow from beginning because he's already inside it!Workflow Re-Enrollment based on new Form Submissions. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. To do: Use ”Is known" as an enrollment and re. While they're, broadly speaking, functionally the same, a list might take a moment to populate. Hi @AGardner,. Only properties of the same object can be used in a workflow for re-enrollment, e. Problem. Create a. Creating a list of bounced contacts. Get a demo to learn about our premium software, or get. We use cookies to make HubSpot's community a better place. User-Agent. If you're not working with integral numbers, then you'd have to work with an additional workflow which stamps the previous amount into an additional property. While there's no documentation on how the updated in last x days type workflow enrollment trigger works, I was able to confirm how things work by running some test on my end. That's why re-enrollment criteria exist: you can decide when and how a record should be added to the workflow a second (or third) time. 5% per transaction. Do you have to enroll the deal? Can you not run the workflow from quotes? If so, you can renroll on quote properties and you can still set deal properties from the workflow. Hi @Stanza,. Stay sharp. With Today’s date is unknown, new records would enroll into the workflow. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. In the left panel, click the email Email icon. Set event enrollment triggers. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. you should be able to enable re-enrollment for "Expected close date is known", without changing the overall enrollment logic. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. Workflows enrollment delayed. Could you share a screenshot of your workflow? Also, could you maybe test this on yourself, opening a page, accepting the cooki. Personalized Emails: Personalize your emails (and all lead nurturing tactics, when possible) to. 5% (capped at $10) of ACH payments. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. . English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. . Change all delays to five minutes. . Right @lasseschou , the contact would not continuously re-enroll just because the condition that the event occurred was less than 2 days ago. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Until today, re-enrollment criteria only existed for contact-based workflows. The sales rep would then manually enroll each eligible contact in the correct sequence. Instead, click into the Company enrollment trigger field, switch to the Re-enrollment tab in the right sidebar and check the box for "Health Score Level is any of Monitor (8-11pts)". Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This one is similar to the suppression list, except that goal lists serve a different purpose. Hi , HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. We use cookies to make HubSpot's community a better place. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. Based on the categorie of the form, do multiple stuff. There's the set up for Contact workflow (sceenshot), but there's no this option in the deal type workflow, which will be very useful if we can. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". Out of the box, without custom development, workflows do not have any cap / throttling features. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. Then I get the workflow overwhelmed because sometimes a deal didn't even finish the WF, he is re-enrolled and. Once I've added this additional enrollment criteria I get prompted by HubSpot if I'd like to. Following the delay, Today’s date will be set to the date of step. Contacts already met the workflow goal. Hi, , It is Type that I'm copying from Company to Type on associated Contacts. Hi there, We are selling a service to which users can subscribe online: - for 1 month - for 3 months for 6 months The enrollment workflows for each are created and triggered based on a contact property set at selection of the subscription duration in a subscription form. In my mind you could do something like: When Activity occurs "Meeting name is 123" then set a date stamp at time of action via a workflow. This customer retention metric is especially useful for account managers and customer service teams because it lets you know if a customer is at risk of churning and how high. Hi , If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earliest A contact can't reenroll while still being in a workflow. Enrolling a list in a workflow. Please note: deals can't re-enroll based on line items. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. We use the forms of GoToWebinar and send the registration information via the integration into HubSpot. In my opinion must be re-enrolled yes, because I understand that if the customer accessed and put in the cart, he has a% chance of return and purchase. Below is a list of enrollment triggers. Re-enrollment. 2. In the left panel, select Contact-based and Next in the top right. Why is this?Re-enrollment. In the left panel, click Delay. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Set up the trigger, then click Apply filter. Add a filter / select the filter category "Workflow enrollment": You can then specify whether the contact's engagement with your workflow: (If you're looking at a list that was used for enrolling contacts into a workflow, that might not be 100% accurate as contacts might leave the workflow before completing it, due to exclusion, un-enrollment. Customize the settings of your workflow, such as re-enrollment options, suppression lists, or limiting workflow execution to specific days or times. If this is something you need to do on a semi-periodic or ongoing basis, you can set up the HubSpot workflow to fire, based on specific data you import. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. I have a few important evergreen workflows that set attribution and assigns MQLs. However, you might want to use re-enrollment for certain kinds of automation, such as setting contact properties when they take certain actions. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. It would be great if this can be made availableI recently started a email nurturing campaign. In which case, you can build a list of contacts who have completed specific workflows in the list builder. To do: Use ”Is known" as an enrollment and re-enrollment. HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment. " Choose the specific triggers you want to utilize for re-enrollment. How to use. currently, we are not able to use scoring properties for re-enrollment in workflows. For example, if you want contacts to re-enroll when their Lifecycle stage changes, this can be achieved by including 'Lifecycle stage is known' as an enrollment trigger and enabling re-enrollment for it, too. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment @Rebecca93, for a contact to (re-)enroll, the contact needs to meet all criteria, regardless of whether it's the first, second or third time enrolling. How to create a HubSpot workflow from scratch. Click the Settings and notifications tab. Hope. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. ) Reply. You can also use workflow actions from connected apps . Hi In my opinion must be re-enrolled yes, because I understand that if the customer accessed and put in the cart, he has a% chance of return and. It would be great if this can be made available Be sure enable Re-Enrollment, with "Monthly Call Task Date" as well; Create action step to Create Task; Zapier Requirements & Live Example: Create Zap with "Schedule by Zapier" as Trigger, set desired frequency; Set Action Step - HubSpot - Find Contact/Company You can use lists or properties to search for records In company workflows, you'll now see an enrollment trigger category for List Membership. When switching on the workflow, don't enroll contacts who meet the criteria already. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. . developers. It does not affect enrollment at all: For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is known". If the option is turned on, the HubSpot will enroll any contact that meets the enrollment triggers set. This is particularly useful for integrations that take contact data and display them in a different. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's not working. In your HubSpot account, navigate to Automation > Workflows. To. We would like to trigger a number of things based on the. If you include "[custom property] is known" in your workflow enrollment triggers and set re-enrollment to use this trigger, HubSpot would (re-)enroll contacts when there is a change in the value of this property. Help other HubSpot searchers find this post quickly by accepting this solution today. " Once this is saved and processed, the list should pull in the contacts that have been enrolled in your workflow but have not met the. Hi @MWilliams3, By default, a form submission will overwrite an existing value. To view additional details, hover over the name of the object and click Enrollment details. Click the name of a workflow. . Click the name of a workflow. Hi @aj. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. In the workflow editor, click the + plus icon to add an action. . Currently no company properties can be used as re-enrollment criteria, so although we can use a workflow once to set company record data, we can't do it again. Frank's correct that these kinds of enrollment evaluations are happening all the time. Step 3. Hope this helps. In your HubSpot account, navigate to Automation > Workflows. To do: Use ”Is known" as an enrollment and re-enrollment criteria. Why is that? I am running a CES workflow and want to send the customer regularly a survey. . A HubSpot workflow is a tool inside of HubSpot that allows you to automate parts of your marketing, sales, and customer service efforts. In the right sidebar, click the Re-enrollment tab. When working on some more advanced workflows within HubSpot, I realized that you can only re-enroll contacts based on specific criteria. Hi , You can set this up using a company property. Create a workflow to deliver the email. . Follow along and catch all of our HubSpot tips here. Update workflow settings to allow re-enrollment if member of [Update Today's Date] list; run at specific time every day = 12:00 AM; when contact no longer meets enrollment criteria = remove from workflow . 4. It then jumps from 0 to. Not setting a workflow goal. If you're reading this article, chances are you know how. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Select the company list you care about, and choose if you want to trigger automation for companies that are a member of that list, or ones that are not. To learn more, and to see a full list. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. " Click on that enrollment step, and for the re-enrollment trigger, click "Allow contacts who meet the trigger" to re-enroll, and check the "Create date is known" box. Ok, but that sounds like the solution then. This is particularly useful for integrations that take contact data and display them in a different interface. To do: Use ”Is known" as an enrollment and re-enrollment criteria. I will advise you to log out from the acc and log in again, try creating wf only after some time. See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. Finally, create a new Contact-based workflow. All of your goals sound possible with workflows except maybe your second point, but it. I don't want contacts. Defining the HubSpot Workflow. And there is some timing thing with HubSpot that loops are not always "on time" so I can get the process to work for several iterations but if/when there is an intermittent delay then the contact doesn't re-enroll.