On the enrollment trigger action, you'll find the re-enrollment tab where you can set re-enrollment: re-enrollment . You will also pay the processing fee you have agreed to with Stripe. Hi , thanks for your reply. I'll also be asking clarifying questions along the way. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll? 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. This is applicable when the object, workflow type and property type are the same. However, contacts. To view additional details, hover over the name of the object and click Enrollment details. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. CRM & Sales Marketing Service RevOps & Operations CommercePart 2: Create Corresponding Workflow . Activity properties cannot be used for re-enrollment. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. Manually relaunch a workflow. Set an enrollment trigger to enroll Contacts when they submit the form you'd like to track. I am told. HubSpot Workflows: Adding Workflow ActionsWorkflow not updating contact info. Free Call Tracking Software. No: End. When using the property filter is known for re-enrollment, objects can re-enroll. Out of the box, without custom development, workflows do not have any cap / throttling features. smith, 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. currently, we are not able to use scoring properties for re-enrollment in workflows. 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. 181 Upvotes. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Servers cost. In your HubSpot account, navigate to Automation > Workflows. Step 3: In your HubSpot account, navigate to Automation > Workflows to create a new, contact-based workflow. See all features and limits. When meeting certain criteria in workflow A, contact is. Other HubSpot tools rely on lists to make changes to a specific group of contacts. At the top of the Select sequence dialog box, click the Start at dropdown menu and select the step where the contact should start the sequence. Hope. Creating a list of bounced contacts. 4. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. But the CTA used in de email can only trigger a workflow, because there is no re-enrollment based on CTA-clicks. Instead of using the test feature, I then set both workflows live – effectively they can only enroll one record (myself). Click Save. . . However, the trigger criteria is to submit a form and when testing it the workflow won't work. You can use SureTriggers to automate repetitive operations,. Set the criteria for the list, so that the contacts automatically gets added to the list and therby triggering the workflow. ) 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. We use cookies to make HubSpot's community a better place. Learn from leading experts on the latest. g. We use cookies to make HubSpot's community a better place. My approach to a solution would be a main workflow and a second workflow which in. So in short, we'd like to unroll users after a while. The "login" is an event we push in via the Timeline API, and when tha. Just click the orange button in the top right corner and you'll see the options. That's it. Hope that helps. Of course there would be additional enrollment criteria and actions but I stripped this down to the bare minimum of what is needed for the loop you wa. The property is updated from one value to another. In the dialog box, hover over the sequence and click Select . If the user logs in, and then waits another 30 days, the email should fire again. Will step 2 stop subsequent 5 min delay. If you want to bypass this, you would have to create a list and use that list as a re-enrollment trigger. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. In the left panel, select Contact-based and Next in the top right. To learn more, and to see a full list of cookies we use,. Finally, create a new Contact-based workflow. You can also use workflow actions from connected apps . You can also use your CRM to trigger email workflows, either based on user data or user actions. For example, enrolling a contact into a contact workflow, every time a contact property value changes. This one is similar to the suppression list, except that goal lists serve a different purpose. We use cookies to make HubSpot's community a better place. I have a workflow to segment my audience in personas. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. Enrol in Workflow B, the no further action; or Is the user enrolled in. Click the name of a workflow. Step 2: Setting your workflow’s enrollment. Hi , This behavior can be achieved with an additional custom property and an assisting workflow. 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. Best regards! Karsten Köhler HubSpot Freelancer | RevOps & CRM. By default, your workflow will be set to not allow for re-enrollment, but there are some scenarios where re-enrollment might make sense. 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. CPQ—configure, price, quote—makes tracking deals, attaching line items, and building quotes one streamlined selling process. Please note: if you're not using the drag and drop email editor, check out our guide to creating and sending marketing. So if you have create a contact-based workflow, you cannot. To do this effectively, you might have to. This one is similar to the suppression list, except that goal lists serve a different purpose. . In the left sidebar, click Unenrollment and suppression. Use HubSpot's workflows to automate business processes and be more efficient. If HubSpot is logging emails from your ERP system, you could leverage the "Contact Property" of "Last Email Subject" or "Recent Sales Email Subject" or another relevant email logging property to trigger the workflow. However, the trigger criteria is to submit a form and when testing it the workflow won't work. Hi @DrewLacy,. We have ~200 webinars a year and want to save specific information after a contact has registered and do a follow up after the webinar for attendees and non-attendees. I have these workflows: Deal Enrolment when <Unique ID Field> is empty, which populates it Quote Enrolment when Create Date is known, wipe <Unique ID Field> on associated Deal (then #1 kicks in to re-populate with re-enrolment) But what's missing is when a Quote is "Recalled & Edited" or re-publish. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. This is applicable when the object, workflow type and property type are the same. Whether you can use an enrollment trigger for re-enrollment depends on the type of trigger and operator. To do: Use ”Is known" as an enrollment and re-enrollment. By default, records are only enrolled in workfl. 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. Hi @aj. Use marketing email campaigns to share updates with your subscribers and promote special offers. To learn more, and to see a full list of cookies we use,. Yes, re-creating it as a contact-based workflow is an option but means. 1. 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'. All of our major relationship data is stored on the company record, so not being able to update company record. If contacts were enrolled in the workflow but did not receive a specific email action in the flow, thus showing as having "completed the workflow," the best way for us. In this HubSpot tutorial, we will walk you through how-to add re-enrollment triggers to a workflow in HubSpot. In the left panel, select the when an event occurs. When you enabled the workflow, did you choose to enroll contacts who met the criteria already? Can you please share a screenshot of your workflow? When you're in the workflow editor, please click Details in the top left corner, can you share a screenshot here as well? We're also using the CallRail integration since inbound calling seems to be a bit of an afterthought with Hubspot. Also, you should have access to HubSpot Technical Support if. currently, we are not able to use scoring properties for re-enrollment in workflows. To. 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. In your HubSpot account, navigate to Automation > Workflows. Enrollment triggers: Let me know if. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In addition to that behavior, depending on the size of your portal and/or the complexities of lists you're trying to join, it could take several minutes for any one contact to join a list. What I'm chasing is sycing Contact Type, when Company's Type changes. 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. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. Get a demo to learn about our premium software, or get. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. 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. In the right panel, navigate to the "Re-enrollment" tab. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. Reenrollment can be based on that. CRM & Sales Marketing Service RevOps & Operations CommerceStep 1: Choose your workflow’s object and type. It seems that I am not enrolled even tho I meet the trigger. People don't seem to be triggering the. You may be aware of this already: Currently your workflow will only enroll a company if both the Company owner and Collaborators. Basically it's a workflow centered around the date property, set to re-enroll on the date property = known criterium (it's possible if the workflow is centered around a date property apparently). 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. Hi all, i've a question with workflow enrollement. Inside my email to test the trigger and the email that is meant to be sent it does not work. Would be nice have the possibility to limit the re-enrollment in workflow using other process, like number of times, number of times by day. Why is this?Re-enrollment. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. check for a new contact NOT being created by a form. In the workflow editor, click the + plus icon. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. However, we must give HubSpot time to recognize changes when they occur. e. We use cookies to make HubSpot's community a better place. It doesnt' show up on the. In your case, for example, when the Aged Date switches from known to unknown, but not if it simply stays unknown. . when i first turned this on, i put every day at 3 am. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. 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]. " 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. Remove from all other workflows optionin Unenrollment and suppression. There are multiple types of workflows in HubSpot based on your end goals. Use re-enrollment triggers to allow records to be re-enrolled in your workflows. In the actions panel, select Unenroll from sequence . Make sure that you have re-enrollment enabled. This won't work because Contact will need to be updated more than once. CRM & Sales Marketing Service RevOps & OperationsEven Hubspot support themselves didn't know that. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating. Then, select the "Create Record" action. 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. Set event enrollment triggers. Generally, there are different properties you could use for this but **bleep** is in the detail. Allow merged deal to enroll in the deal type workflow. Hey @AllisonAltus,. 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)". The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. . Delays and actions are based on the action before it, not the lead's enrollment date. 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. We use cookies to make HubSpot's community a better place. 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. 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". I've got this working checking both "Create Date is known" and "Quote Approval Status is known" (both can be used for re-enrolment) and it picks up creations and recall+edit actions, with some additional logi. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. 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. Help other HubSpot searchers find this post quickly by accepting this solution today. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. From the workflow editor, you can check which actions require changes or have encountered errors. Workflow A sends an email with a download link to contacts that submit a form. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. Re-activate WF. To learn more, and to see a full list of cookies we use,. 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. The workflow is not turned on. HubSpot interprets "is known" also as a "has changed", meaning that an update to the value would trigger re-enrollment. Without this option turned on, the only contacts HubSpot will. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. . First, if not already, rotate to team member. 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. When working on some more advanced workflows within HubSpot, I realized that you can only re-enroll contacts based on specific criteria. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. I recently started a email nurturing campaign. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the left panel, click Delay. Next challenge is that I want to send an email when it's more than 30 days since the last login. Hi , I hope I'm understanding you correctly, thank you for the detailed post. 5% per transaction. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. Below is a list of enrollment triggers. 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. 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. All of your goals sound possible with workflows except maybe your second point, but it. If you want this workflow to trigger whenever a new contact is. Click the Settings and notifications tab. I see that a CTA could not be used for re-enrollment in a workflow. 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). Whether this is your first clean up or you’re looking for ways to improve your current system, here are some steps you can take to routinely clean your CRM data in HubSpot. To learn more, and to see a full list of cookies we use, check out ourCreate workflow from form submission. Are you sure that. At that point, using a list is a way of making a template of workflow enrollment criteria and keep their criteria up to date across multiple workflows. Contact Forms. Date cannot be re-enrolled in Workflow SOLVE Hi Folks,. It seems that I am not enrolled even tho I meet the trigger. HubSpo. As per this HubSpot Knowledge Base article, it's not possible to use Activities (including Tasks) as workflow re-enrollment triggers. How re-enrollment triggers work When setting up your re-enrollment triggers, do take note of the following: When re-enrollment is enabled, records can re-enroll in workflows either by manual re-enrollment or by meeting at least one selected re-enrollment trigger. I will advise you to log out from the acc and log in again, try creating wf only after some time. Workflow 1 is correct. Learn more about the Workflows API in the Workflows API overview . You can see this in the line "Ignored a request to enroll a record which is already enrolled". g. Click the Workflows with errors tab. I contacted HubSpot support and they said it was due to a backend limitation. expired. We would like to trigger a number of things based on the. Enter a name for the workflow, then click Create workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Navigate to. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. Hope this helps. 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 list, you would filter for contacts associated to an email activity with the corresponding subject line. Get workflows a contact is currently enrolled in. When I add an if / this branch, based on the categories, it works fine the first time. For the Hubspot product team, please consider incorporating some functionality where merged contacts do not get re-enrolled into workflows, or at least give admins a prompt to let them know which workflows will be triggered if we merge the contact, so we can opt them out of them. Any idea how this could be resolved. This data is updated in custom fields on the company, e. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. . 2. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". And no, unfortunately there's no way to reverse workflow enrollment. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. If you use HubSpot payments, your fees will be 2. However my contacts ar. 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. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. 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. 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. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. Discussions. HubSpot interprets "is known" as "has changed", too. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". A few more details surrounding the full workflow and process might help. Feel free to share a screenshot of the workflow for a final check. Hi @mmetros . The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. I need to find a work around aside from manually enrolling contacts. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We're using a workflow to remind our sales team to do certain follow-up tasks (log the outcome and meeting feedback) once a meeting ends. Hi , I test workflows on myself. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. 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. Question 58. To get started, navigate to the Workflow tool in HubSpot. 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. This triggers a workflow that then creates a new Deal for each selected option. The workflow is activated and everything is tested. To learn more, and to see a full list of cookies we use, check out ourAdd 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. They'd enroll but nothing would happen. You may be aware of this already: Currently your workflow will only enroll a company if both. This currently works fine. 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. 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. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. We use cookies to make HubSpot's community a better place. 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. Sequence Enrollment Limit via Workflow. 5% (capped at $10) of ACH payments. We use cookies to make HubSpot's community a better place. How to use. Custom url is known. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. ----- This is now in public beta!Hi , Have you checked the re-enrollment settings, as explained in my previous answer? If those settings are already enabled: Can you click Details in. Search HubSpot Ideas or Create Idea cancel. When you re-enroll a contact in a worklow, and this re-enrollment fails because the contact is already in the workflow. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. This is a limitation in HubSpot. Add an action to clear the custom date property that you’ve created. When using the property filter is known for re-enrollment, objects can re-enroll. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. 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". 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 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. Fourth, turned on my workflow and enroll all eligible contacts. . When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. It would be super helpful to allow for re-enrollment in a workflow where "contact property is unknown". 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. I have a branch in it which check if an action should be execute. Not monitoring key metrics. Actions are functions that the workflow will execute for enrolled records. Basically it's a workflow centered around the date property, set to re-enroll on the date property = known criterium (it's possible if the workflow is centered around a date property apparently). Re enrollment based on Property update. 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. This can be done by adding an additional enrollment criterion "Email is any of [my email address]". Also, the trigger of the workflow is based on properties' values that won't changed, but some conditions inside the worflow depend on properties whose values will. See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. However, we've consistently noticed a delay between when a contact is created and when they are enrolled in the workflow. . Inside my email to test the trigger and the email that is meant to be sent it does not work. Enrolling a list in a workflow. . _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. ) 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. 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. However, the trigger criteria is to submit a form and when testing it the workflow won't work. The sequence editor will open up and see a blank canvas. The only information I get. . The property is updated from one value to another. 1. In the workflow editor, click the + plus icon to add an action. To edit an existing workflow, hover over the workflow, then click Edit. Discussions. 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. 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. You would set this custom contact property to "yes" at the end of the contact-based workflow. Portals with 50,000 or m. To search for a specific object, use the search bar and. So every time this property changes a contact gets enrolled. CRM & Sales Marketing Service RevOps & Operations Commerce3. Typically, the causes of re-enrollment failure &/or excessive re-enrollment are tied to a violation of one or more rules laid out in that KB article. Now, when you associated a new contact, the Number of associated contacts updates automatically, HubSpot registers the change (via "is known") and the company. But i'm still confused by this statement "Contacts who meet the triggers above will be enrolled again if they meet one of 2 re-enrollment triggers. To learn more, and. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. This is working for the majority of users, bar 1. Hi, I have created two workflows one for that include conditions of Contact Properties and the other includes Company properties. Select workflow object and type. We have created a workflow to create a ticket that is triggered off of the "call outcome" activity being "left voicemail". 2. Yes: Create a task “Ask owner for status update,” assign to sales manager. (This is the first selection HubSpot asks you to make when creating a new workflow. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. HubSpot interprets "is know" also as "has changed". We've been having issues with some deal-based workflows generating duplicate auto-tasks when we have re-enrollment turned on. The second option is to work with re-enrollment only. Then enroll contact into static list. 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. amount is changed, using the 'Amount is known' enrollment trigger would be a better. Enrollment trigger: Contact gathers a certain number of HubSpot points. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Problem. 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. Customer Health Score. We use cookies to make HubSpot's community a better place.