If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. We have found that it works with the workflow: - "If the Status of the ticket is either On Hold (Pip. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. Step 3: In your HubSpot account, navigate to Automation > Workflows to create a new, contact-based workflow. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. HubSpot Ideas. Until today, re-enrollment criteria only existed for contact-based workflows. Thanks for the tag @jennysowyrda!. These workflow enrollment (and, more importantly, RE-ENROLLMENT) triggers will fire for a given contact once daily. Yes, re-creating it as a contact-based workflow is an option but means. As it currently stands, we are unable to re-enroll the same company in this workflow multiple times, despite having multiple deals with the sam. First, if not already, rotate to team member. Create a workflow to deliver the email. Hello, We have a workflow that we sometimes need to modify (eg: the values of the properties that will be set by this workflow will vary every 3 months). . To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. Hi @johnhenry,. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. . " 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. Think of it like an “unenrollment” trigger. Think of it like an “unenrollment” trigger. For example, a contact's lifecycle stage changing from Lead to. 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. Turns out that the "is known" filter option on properties will do this, i. . The company workflow would already have done it's job. I have two workflows utilized by a lead generation team that require re-enrollment but contacts are not currently re-enrolling since their activity-based triggers are not eligible conditions. With Today’s date is unknown, new records would enroll into the workflow. In the top left of the workflow editor, click Details. Click the name of a workflow. - see Add re-enrollment triggers to a workflow . . See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. We use cookies to make HubSpot's community a better place. Create workflows to sent automated emails every X time, like: send an important email every month to my customers with no time to end since they meet the criteria; Sync property values between contacts, companies, and deals by workflow copy property value option; After creating the workflow you have the option to add an action. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. The association between company and contact is irrelevant for the enrollment of your workflow. com Current enrollment | Workflows APIIf you want the workflow to run whenver the email or mobile phone number change, simply set the enrollment criteria to "Email is known OR Mobile phone number is known", enable re-enrollment. It's sorted by most recent. The second workflow would look like this. ). HubSpot's drag and drop email editor provides an intuitive interface to scale your email marketing efforts for your business. First, I created a static list in HubSpot that I used as the trigger for this zapier flow. CRM & Sales. The property is updated from one value to another. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. To learn more, and. Which I understand why that is the case. In the right sidebar, click the Re-enrollment tab. The company workflow would not have to re-enroll. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. " Choose the specific triggers you want to utilize for re-enrollment. ” When to Use Re-Enrollment Triggers. . hubspot. We use cookies to make HubSpot's community a better place. In the actions panel, select Unenroll from sequence . . 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. When you go into this particular bucket, it will show some of the past metrics here from other sequences, other emails I've sent out in this particular sequence, and more related to the messaging. Add more Enrollment. Use sequences properties and activity as Contact filters in List and Workflows. g. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. From workflow 2, you can remove " Health Score Level has been updated in the last 1 day". Once we worked with over 700+ lists in workflows didn't face any such thing. We use cookies to make HubSpot's community a better place. However my contacts ar. What I'm chasing is sycing Contact Type, when Company's Type changes. 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. Click the plus icon + to add an action to the workflow. In workflows, enroll up to 100K records per day per sandbox. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. Hi @MWilliams3, By default, a form submission will overwrite an existing value. Workflow & Deal Stage Trigger. Is there a way to enroll contacts into the workflow instantly or with a shorter delay?In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. 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. Contacts can also be entered manually with a list. Might as well offer both features. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). Re-activate WF. Got it @lasseschou, thanks for the clarification. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. " Click "and" to select the same workflow, then select "has not met the goal. if job title is know then i have branches for each of the personas: if title is x, persona property is y. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Re enrollment based on Property update. Re-enrollment should be enabled for both. 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. I have a few important evergreen workflows that set attribution and assigns MQLs. In the past, there was a detail that listed the other workflows which were enrolling in to the workflow you were viewing. The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. Hi Connor, What happens if I have a workflow with this enrollment trigger: "Credit refill occurred less than 2 days ago", and I add the We use cookies to make HubSpot's community a better place. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. Even when I manually try to enroll my work contact, it will not work. We use cookies to make HubSpot's community a better place. From Add re-enrollment triggers to a workflow : " When using the property filter is known for re-enrollment, objects can re-enroll in two ways: The property gains a value after not previously having one. Discussions. Hi There is no workflow enrolment limit - the main limits are either: the enrolment settings the re-enrolment settings the goal settings unenrol settings suppression list settings You mentioned that "When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow wh. The sequence editor will open up and see a blank canvas. Explore The HubSpot Workflow Butterfly Effect and some of the many other reasons delays are not really an optional 'option'. Hi , If you link your current criterion with "AND Expected close date is known", you should be able to enable re-enrollment for We use cookies to make HubSpot's community a better place. 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'. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. Enrollment triggers are only checked by HubSpot when one of the referenced properties changes and the remaining triggers still hold true. We use cookies to make HubSpot's community a better place. Click the Settings and notifications tab. (uber important) - see image excerpt . 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. As you said, what i expect to happen is, If there is a deal in the pipeline "MX Registro Plataforma", you don't want to create a new deal there. Ok, but that sounds like the solution then. 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. Hi @mmetros . We use the forms of GoToWebinar and send the registration information via the integration into HubSpot. Save your changes. ) 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. Date cannot be re-enrolled in Workflow SOLVE Hi Folks,. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". 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. In this case the condition i attached is to create the deal, so what expect to check is: If the company has associated deals (the company might have other. status (Active vs. Until today, re-enrollment criteria only existed for contact-based workflows. To learn more, and to see a full list of cookies we use, check out ourCreate workflow from form submission. Frank's correct that these kinds of enrollment evaluations are happening all the time. Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. The enrollment triggers will be when "Create date" is "known" and when "Last modified date" is "known. You can then use this property for reporting or list building. Set your enrollment triggers, then click + to add an action. if you would like a workflow to be triggered when a property is updated, select the property 'is known' option and then select this under re-enrollement - every time the property is updated, the record will be re. In the Settings tab of the workflow, select "Yes, remove them from this workflow", as expla. Customer Health Score. It would be great if this can be made availableI recently started a email nurturing campaign. By default, records are only. The only information I get. Hi @IBrockschmidt, If you want to enroll a contact into a workflow when a property changes, you would simply set the enrollment trigger to "is known": It sound like you'd want contact to be enrolled whenever that happens. Click the name of a workflow. you should be able to enable re-enrollment for "Expected close date is known", without changing the overall enrollment logic. The "login" is an event we push in via the Timeline API, and when tha. By default, records are only enrolled in workfl. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. If I correctly understood your question maybe you can use list memeberships. For example, enrolling a contact into a contact workflow, every time a contact property value changes. g. Allow merged deal to enroll in the deal type workflow. Additionally. Enrolling a list in a workflow. 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. Hope this helps. Personalized Emails: Personalize your emails (and all lead nurturing tactics, when possible) to. The contact enrollment criteria changes when I add new enrollment criteria (mostly this is adding a new form fill action). Hi all, Just wanted to confirm some information about the use of the Enrol in another workflow action, within a HubSpot Workflow? If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i. For example, enrolling a contact into a contact workflow, every time a contact property value changes. 3) enroll in another workflow: waiting for event #2. And yes, I made sure the re-enrollment settings were set. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. I thought that when someone completes the sequence, they will be able to compelte the form again and start again, but it's not shaking down that way. People don't seem to be triggering the. We added two screenshot below to show you the company properties (condition for unknown) are getting listed for re-enrollment but this is not occurring for Contact Properties. Creating ads audiences with contact. for example. A solution I found with a HS support person is very similar. You would have to find. Question 11. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. If so, I call an API which redistribute contacts in others classics worflows with manual re-enrollment. ” 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. However, you. 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. . This can be done by adding an additional enrollment criterion "Email is any of [my email address]". We then combine this with 1 or 2 follow-up phone calls. 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. This one is similar to the suppression list, except that goal lists serve a different purpose. Products: Marketing. Set a delay for the number of days, weeks or months that you want to wait before the email in workflow B is sent. It would be super helpful to allow for re-enrollment in a workflow where "contact property is unknown". It will do the job every day. Now,. Just click the orange button in the top right corner and you'll see the options. you have to fetch them through the api and get the id from the response, the id in the url is actually a different identifier which is not the identifier that the api uses. In the right pane, set an unenrollment trigger. Before you start, you’ll want to check the overall condition of your data. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. This one is similar to the suppression list, except that goal lists serve a different purpose. 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. 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. Below is a list of enrollment triggers. To do: Use ”Is known" as an enrollment and re-enrollment criteria. People don't seem to be triggering the. Log and track sales calls to the HubSpot CRM, so you can stay one step ahead of your prospects. ('is known' is equivalent to 'has changed' in HubSpot workflows. 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. 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". The first and only action in this workflow would then be the "Set property value" act. Turn On the Re-enrollment switch. 2. 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 or not, it is mandatory to. A customer health score is the best metric to help you determine whether a customer is planning to stay with your brand or leave your brand. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". Hey , thanks for reaching out! I noticed that in your first screenshot, the "unenrollment" workflows you have selected are: Enroll Contact Workflow Starter Enroll Contact Workflow Premium However, the workflow in your third screenshot is Enroll Contact Workflow Pro, not Premium. Here are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. ) There is no workflow enrolment limit - the main limits are either: the enrolment settings; the re-enrolment settings; the goal settings; unenrol settings; suppression list settings; You mentioned that "When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow where they meet all the criteria (I've reviewed it. Hi , I test workflows on myself. The issue we have is as. non-contact properties cannot be used for re-enrollment in a contact-based. Contact date property. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. . When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. If the step changes, the option to call it is still "NO" and the workflow ends. Hi , I hope I'm understanding you correctly, thank you for the detailed post. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. Very limited data relating to Tasks is stored on an associated record of another object-type (e. Get workflows a contact is currently enrolled in. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In HubSpot, this covers any change to the property. The way to work around this is by either creating a workflow of the other object (in this case a company. 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. English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. After merging the private with the business profile, the workflow startet from scratch and he received the first email of the workflow on his business address (new primary mail. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. 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 . Hover over the workflow, then click Edit. Q : Is there a way to work around this and either consolidate. It is possible to set up workflows based on meeting and call criteria. 1. We would like to do the following: 1. In the left panel, click the email Email icon. I have a workflow to segment my audience in personas. Enrollment trigger: Contact is member of Webinar Registrants. Are you sending this email after y. 11 months after the enrollment, it'll check if the date is still 11 months old - as it can also be refreshed by other things like form submissions. Enter a name for the workflow, then click Create workflow. Enrollment Triggers. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. Discussions. In your HubSpot account, navigate to Automation > Workflows. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Select the triggers that will be used for re-enrollment. 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". @megananderson I think there's an opportunity there to swap in some date time stamp actions within HubSpot and then clearing those actions as well. 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. Inside my email to test the trigger and the email that is meant to be sent it does not work. 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. . Third, turned on my zap. Fantastic, thanks mate! I hadn't thought of a "fire off all the time" enrolment trigger. Select workflow object and type. Just click the orange button in the top right corner and you'll see the options. HubSpot interprets "is know" also as "has changed". CPQ Software. 2. . 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. Currently no company properties. Thanks so much for your help! If i have the following: 'Last visited date is known' AND 'Consequtive 1:1 sessions is greater than 0' Would I tick only the re-enrollment to 'Last visited date is known' ? AIM: I want the deal to only pass through the workflow if they meet both criterias? I. 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. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. English English Español Português FrançaisMistake #1: Incorrectly Using Goals. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. Why is that? I am running a CES workflow and want to send the customer regularly a survey. Out of the box, without custom development, workflows do not have any cap / throttling features. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. Hi @DrewLacy,. Workflow A sends an email with a download link to contacts that submit a form. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. WF2 could essentially check if the value has updated, and re-enroll the deal in WF1. 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 contacts will not enroll into your workflow. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. If you can share screenshots of what. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. then I changed to anytime. I have a schedule workflow which I enroll contacts only one time. In the left panel, select Contact-based and Next in the top right. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. Further up in the workflow, you could check (in an if/then branch) whether that date property is known or not. However, we've consistently noticed a delay between when a contact is created and when they are enrolled in the workflow. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. This is what they suggested: 1. We use cookies to make HubSpot's community a better place. what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. Review the reports of your recipient engagement and delivery data, along with email performance data over a given time period. I'd recommend the nested if/then branches from 's response. 11 months after the enrollment, it'll check if the date is still 11 months old - as it can also be refreshed by other things like form submissions. Hi , Could you share a screenshot of the enrollment criteria, the re-enrollment settings and the workflow action log of the test contact? Best JavaScript must be installed and enabled to use these boards. You'd re-enroll contacts into the workflow when "Last sequence enrolled date" is known, then use the "Increase property value" workflow action to increase the value of the number property +1. Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. Enroll on "Last modified date is after XX date (XX date = Any date in the past) 2. The workflow is not turned on. Hi @aj. Creating a list of bounced contacts. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. Hi , This behavior can be achieved with an additional custom property and an assisting workflow. . Within HubSpot, navigate to Automation > Workflows and click Create workflow. You can use "Number of associated deals is known" as a re-enrollment trigger. By default, your workflow will be set to not allow for re-enrollment, but there are some scenarios where re-enrollment might make sense. Create a. CRM & Sales Marketing Service RevOps & Operations CommercePart 2: Create Corresponding Workflow . I will advise you to log out from the acc and log in again, try creating wf only after some time. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. The ads are exactly as you mentioned - see ad, click download, get PDF. Are you sure that. Hope. The easiest way to do that, in my opinion, would be creating a first list of contacts who have been sent the email and a second static list of contacts who have been enrolled in t. 9% of all credit card transactions and 0. This mostly relates to custom-coded workflows. 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. We have tried to set up a workflow based on company and deal properties that copies over a piece of information from the company to deal upon deal creation. To achieve this, in the enrollment triggers of a workflow, click Set up triggers > When filter criteria is met > Email subscriptions: You can then set up your criteria as follows, filtering. 2) Delay until the event happens. One way to approach this is to look at this from the angle of a contact-based workflow instead of a deal-based workflow and create tasks when "Date of last meeting booked in meetings tool is known" (and re-enroll based on. When you create a contact-based workflow, there are three options for the workflow type, which determines the timing of your workflow actions: Blank Workflow. 4. Inactive), Last month of billing, 12-month rolling revenue, etc. We use cookies to make HubSpot's community a better place. HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. Unfortunately this only works once due to the fact that re-enrollment is not an option. In the right sidebar, click the Re-enrollment tab. 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. This is how you could differentiate them in a workflow via Filter type > Activity properties. I'm working on a workaround outside Hubspot with a schedule workflow. You can see this in the line "Ignored a request to enroll a record which is already enrolled". For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000. Be well,Hi @JRudowska,. Add 'Deal amount is known OR Days until close is known OR Deal probability is known' as enrollment triggers and enable reenrollment for these three. Also, you should have access to HubSpot Technical Support if. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. Without this option turned on, the only contacts HubSpot will. 4. If another company is added, it would enroll as a new company. However, the trigger criteria is to submit a form and when testing it the workflow won't work. My approach to a solution would be a main workflow and a second workflow which includes the step to decrease the value. HubSpot Workflows: Adding Workflow ActionsWorkflow not updating contact info. Following the delay, Today’s date will be set to the date of step. 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. To view additional details, hover over the name of the object and click Enrollment details. Just click the orange button in the top right corner and you'll see the options. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. Fourth, turned on my workflow and enroll all eligible contacts. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. ) Action 2: Delay schedule and timing. Why is this?Re-enrollment. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. Blogs Knowledge Base right Chat & Automation right Workflows right Workflows | Frequently Asked Questions Workflows | Frequently Asked Questions Last updated: June 8, 2023 Available with any of the following subscriptions, except where noted: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise By default, once you've chosen to allow contacts to be reenrolled, contacts are automatically eligible to be reenrolled manually. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. Workflow Re-enrollment. When a contact meets the set goal, they’re automatically unenrolled from the workflow. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. We would like to trigger a number of things based on the. Reenrollment can be based on that. Can you send me your App ID, and the HubID of the account you're doing your automation through workflows in? If you just need to re-enroll you contacts into the workflow each time a timeline event is created in HubSpot, you should simply be able to. Or, learn how to create a new workflow. The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers. Create a workflow to deliver the email. . Generally, there are different properties you could use for this but **bleep** is in the detail. They'd enroll but nothing would happen. Best regardsHi @JRudowska,. (This is the first selection HubSpot asks you to make when creating a new workflow. Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. To learn more, and to see a full list of cookies we use,. How Trigger or Enroll in Workflow with Form on External Site SOLVE I would like to embed an instance of a form + a specific page in an external wordpress site, and then trigger a specific workflow based on the referring page, rather than the form itelf. Then I get the workflow overwhelmed because sometimes a deal didn't even finish the WF, he is re-enrolled and. Could you explain what you're trying to achieve. Other HubSpot tools rely on lists to make changes to a specific group of contacts. Learn more about how refinement filters apply to re-enrollment. You can also use your CRM to trigger email workflows, either based on user data or user actions. (This is the first selection HubSpot asks you to make when creating a new workflow. I have a branch in it which check if an action should be execute. When I add an if / this branch, based on the categories, it works fine the first time. If you’re unsure why an object was suddenly.