Is the solution to. Jun. Hi , This behavior can be achieved with an additional custom property and an assisting workflow. 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. You then check what the status is, i. 1825 days. e. " Choose the specific triggers you want to utilize for re-enrollment. To further refine your trigger, click Add refinement. If you connect your Stripe account as a payment processor, HubSpot will charge a platform fee of 0. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. The inability to allow for re-enrollment when workflow triggers depend on activity/engagements has limited us. 1. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. We use cookies to make HubSpot's community a better place. Click the Delay type dropdown. Click the name of your workflow. In the actions panel, select Unenroll from sequence . 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. Based on the categorie of the form, do multiple stuff. Hi @BrettloweAUS, You could do this by adding "Last contacted date" as a re-enrollment trigger ( the last time a call, email, or meeting was logged on the ticket ). Hi @MorganW,. Contacts can also be entered manually with a list. This can be achieved with a deal-based workflow instead of a contact-based workflow. For example, enrolling a contact into a contact workflow, every time a contact property value changes. We use cookies to make HubSpot's community a better place. When you're satisfied with your Workflow, select "Activate" in the top right and test it out by submitting the form. In the workflow editor, click the + plus icon to add an action. On the enrollment trigger action, you'll find the re-enrollment tab where you can set re-enrollment: re-enrollment . Hi , That's correct – activities can't be used for re-enrollment. This is working for the majority of users, bar 1. You can also review the details of all your marketing emails in the Email Performance dashboard at the. Once we worked with over 700+ lists in workflows didn't face any such thing. You can also use workflow actions from connected apps . 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. First, I created a static list in HubSpot that I used as the trigger for this zapier flow. 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. 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. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. 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. Thanks, Nicu Excellent, thanks, Frank. . In this case, if you're looking to enroll deal almost instantly when e. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. If you’re unsure why an object was suddenly. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. 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. what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment. Hi @Louraine,. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. So every time this property changes a contact gets enrolled. Since we use this to offer specification sheets, re-enrollment is enabled. 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. (This is the first selection HubSpot asks you to make when creating a new workflow. In the Settings tab of the workflow, select "Yes, remove them from this workflow", as expla. 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. 1) Enrollment trigger: Manual, enable re-enrollment. That way, our sales manager isn't innundated with multiple notifications for a given contact who re-visits multiple times a day. Hi @domcorriveau,. To further refine your trigger, click Add refinement. Click the name of the workflow or create a new workflow. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". 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. (The exact list criteria depend on your workflow actions. The sequence editor will open up and see a blank canvas. Actions are functions that the workflow will execute for enrolled records. Then enroll contact into static list. Thanks. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. 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. . When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. Grow Your Business. Delete all enrollment criteria. . Workflow B is triggered by the completion of Workflow A and sends a series of emails to ensure the contact clicks on the download CTA. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. The workflow is activated and everything is tested. You can set up a workflow manually as an alternative to having a re-enrollment trigger. then I changed to anytime. You may be aware of this already: Currently your workflow will only enroll a company if both. . Humans of HubSpot Recorded Events INBOUND Groups. 5. 2. We have a workflow in place for new contacts, which includes rotating the contact owner. 1. Need help choosing a plan? +1 (857) 829-5060. You can use the contact property Date of last meeting booked in meetings tool for this. I need to find a work around aside from manually enrolling contacts. However, the trigger criteria is to submit a form and when testing it the workflow won't work. 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. Company List Membership triggers are not currently supported for re-enrollment, but we're working on. 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. I see that a CTA could not be used for re-enrollment in a workflow. Only properties of the same object can be used in a workflow for re-enrollment, e. trigger is " job title is known". Contact date property. Select a contact to enroll. 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. Make sure that you have re-enrollment enabled. 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). However, HubSpot can only re-enroll a contact if the property that triggers the enrollment criteria changes. Might as well offer both features. (understatement) - see Add re-enrollment triggers to a workflow. For example: If a re-enrollment trigger is based on list membership, a contact will re-. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. Additionally. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. HubSpot Partners solution:. We use cookies to make HubSpot's community a better place. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. This allows you to take the appropriate actions to test out the different branches. Discussions. Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. To edit an existing workflow, hover over the workflow, then click Edit. We use cookies to make HubSpot's community a better place. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. I know that some propertie. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Hi , wrote: When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow where they meet all the criteriaHi , The general answer here would be no, you can't enroll objects into a workflow of another type. I'll also be asking clarifying questions along the way. HubSpot is trusted by over 184,000. Step 3: In your HubSpot account, navigate to Automation > Workflows to create a new, contact-based workflow. 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. Get a demo to learn about our premium software, or get. Instead of using the test feature, I then set both workflows live – effectively they can only enroll one record (myself). 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. Hope this helps. The workflow history for the record will be. CRM & Sales Marketing Service RevOps & OperationsEven Hubspot support themselves didn't know that. In the dialog box, hover over the sequence and click Select . By default, records are only enrolled in workfl. In this HubSpot tutorial, we will walk you through how-to add re-enrollment triggers to a workflow in HubSpot. CRM & Sales Marketing Service RevOps & Operations CommercePart 2: Create Corresponding Workflow . You would have to find. Best regardsIf a lead comes back to the site and a day later fills out same form, they will not be reentered into the workflow. Workflow ID: 3732306 The enrollment criterion is set up - it's supposed to enroll whenever the custom. I have setup a workflow which sends Quote details to a webhook whenever "Customer" Signed my quote. We use cookies to make HubSpot's community a better place. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. 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. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. HubSpot Workflows: Adding Workflow ActionsWorkflow not updating contact info. Enrollment trigger: Contact is member of Webinar Registrants. Add a delay to the workflow. Click on the “Create Sequence” button. Activity properties cannot be used for re-enrollment. In the workflow editor, click Set enrollment triggers. To do: Use ”Is known" as an enrollment and re-enrollment criteria. Discussions. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. The workflow is not turned on. Add a delay to the workflow that will send the email on the desired day and time. 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. Neglecting the user experience. Thankfully, your CRM and marketing automation can go hand-in-hand. I am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. You can use met goal or completed (down a path to checkered end, not meeting the goal) as a trigger/property but to "complete" I believe it counts both ways of working your way through the workflow be it a goal or end of the path. " 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. . Add the “Send Email” activity to the workflow. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. . 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. Personalized Emails: Personalize your emails (and all lead nurturing tactics, when possible) to. 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. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. In the right panel, under OneSignal, choose an option:Free HubSpot account: 500 emails per day; Paid HubSpot account: 5000 emails per day; Size limits. Enrollment Triggers. Or, learn how to create a new workflow. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. 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. 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. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. Out of the box, without custom development, workflows do not have any cap / throttling features. In the workflow editor, click the + plus icon. In your HubSpot account, navigate to Automation > Workflows. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. Next, create a workflow. 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. Every time HubSpot offers a re-enrollment trigger, it is granting users access to their servers to perform an action. 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". hubspot. In the actions panel, select Unenroll from sequence . In your HubSpot account, navigate to Automation > Workflows. Action 2: Delay the next action for 7 days. 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 . However, you. In the list, you would filter for contacts associated to an email activity with the corresponding subject line. The Workflows API allows for full CRUD access to workflows in your portal. . 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. In your HubSpot account, navigate to Automation > Workflows. We use cookies to make HubSpot's community a better place. Create a workflow to deliver the email. Use HubSpot's workflows to automate business processes and be more efficient. From workflow 2, you can remove " Health Score Level has been updated in the last 1 day". In your HubSpot account, navigate to Automation > Workflows. I don't want contacts. The property is updated from one value to another. Hi all, i've a question with workflow enrollement. At the moment, it’s only possible to enroll an object into a workflow once based on another object’s properties. If a new company is added it will be enrolled in this assisting workflow once, set the single checkbox property value which in turn can be used for re-enrollment. Hi Re-enrollment triggers cannot be refined by date or number. 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. 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. The ads are exactly as you mentioned - see ad, click download, get PDF. Get workflows a contact is currently enrolled in. 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. Create a. Discussions. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. We use the forms of GoToWebinar and send the registration information via the integration into HubSpot. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. From this workflow, we. Just click the orange button in the top right corner and you'll see the options. We would like to trigger a number of things based on the. 1. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hmm, that's not what we should be doing @lasseschou . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. HubSpot Re-Enrollment can be very complex. Contacts cannot be enrolled in a workflow more than once at a time, so. 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. 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. There is no way to turn this off. currently, we are not able to use scoring properties for re-enrollment in workflows. To start with why on earth we can't use "now in sequence" property for workflow re-enrollment? Please expand the scope. It will be nice if we can have the setting to let the merged deal to re-enroll in the deal type workflow if it meets the (re)enrollment criteria. The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. See all features and limits. As per this HubSpot Knowledge Base article, it's not possible to use Activities (including Tasks) as workflow re-enrollment triggers. Best regardsIt was the case that a contact filled out a form with his primary mail address, however, he was not enrolled in the marketing workflow with his business address. Servers cost. Contacts already met the workflow goal. Hi @Stanza,. This property could be called "Contact from company already being nurtured", a single-checkbox property. Help other HubSpot searchers find this post quickly by accepting this solution today. To learn more, and to see a full list of cookies we use, check out ourWorkflow - can't solve this issues. Hi , Thanks for confirming! Re-enrollment alone will not do that, re-enrollment would make sure that you get notifications repeatedly, not just once, for a 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. 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. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. ) 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. 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. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". No: End. If you're re-enrolling a contact based on a form submission and the if/then branch checks which value the property has, it will be the most current one. . For more on Enrollment Triggers, visit here. . When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. This won't work because Contact will need to be updated more than once. To. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. Value 0 is stored in separate property (by a workflow which copies values from the the actual property into the new property). Create and manage workflows. Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. We use cookies to make HubSpot's community a better place. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). It would be great if this can be made availableI recently started a email nurturing campaign. Hi , My apologies, I had missed the fact that this was a deal-based workflow. We have found that it works with the workflow: - "If the Status of the ticket is either On Hold (Pip. 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. 9% of all credit card transactions and 0. Hi @aj. I'm working on a workaround outside Hubspot with a schedule workflow. This is applicable when the object, workflow type and property type are the same. To learn more, and to see a full list of cookies we use,. This one is similar to the suppression list, except that goal lists serve a different purpose. Products: Marketing. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. The sales rep would then manually enroll each eligible contact in the correct sequence. In the right panel, navigate to the "Re-enrollment" tab. When meeting certain criteria in workflow A, contact is. status (Active vs. Here's a video showing how to use nested if/then branches to overcome the 20-branch limitation (we run into this A LOT with needing a Workflow If/Then branch for each US state). Thanks . 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. Jul 27, 2022 12:54 PM - edited Jul 27, 2022 1:02 PM. Delays and actions are based on the action before it, not the lead's enrollment date. Log and track sales calls to the HubSpot CRM, so you can stay one step ahead of your prospects. However, you might want to use re-enrollment for certain kinds of automation, such as setting contact properties when they take certain actions. ) After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. " 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. It's sorted by most recent. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. Click on the “Add email” button to add an email to your sequence. Could you share a screenshot of your workflow? Also, could you maybe test this on yourself, opening a page, accepting the cooki. Be well,Hi @JRudowska,. 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. How to use. 1. We use cookies to make HubSpot's community a better place. The workflow is activated and everything is tested. Yes: Create a task “Ask owner for status update,” assign to sales manager. Specific date. Hi @russellmasters,. 4. We have created a workflow to create a ticket that is triggered off of the "call outcome" activity being "left voicemail". @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. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. Hi , I test workflows on myself. 1. Just click the orange button in the top right corner and you'll see the options. Learn more about the Workflows API in the Workflows API overview . Click the name of the workflow or create a new workflow. The "login" is an event we push in via the Timeline API, and when tha. Based on the categorie of the form, do multiple stuff. 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. . Then I get the workflow overwhelmed because sometimes a deal didn't even finish the WF, he is re-enrolled and. Thank you so much for this! At this time we do not have Operations Hub Professional, so that makes sense that it isn't an option. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. If a record is already syncing between HubSpot and Salesforce, then any new campaign enrollment on the Salesforce side syncs back to HubSpot. 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. 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. " Click "and" one more time to select "has completed workflow. 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. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. Especially crucial when you are working with sync errors and your view is only available from contacts tab and cannot be bulk enrolled into a static list to then bulk enroll in a workflow. if job title is know then i have branches for each of the personas: if title is x, persona property is y. 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. . Which I understand why that is the case. * You can of course simply adjust your enrollment trigger to only let in contacts who are marketing contacts. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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). You will either see this in the history of workflow actions or on the contact record. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. ('is known' is equivalent to 'has changed' in HubSpot workflows. Best regardsHi @JRudowska,. Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll. (This is preset based on the date you chose on the previous screen, but can be edited. For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is. Something that would be useful for workflows would be a way to enqueue enrollment in Workflows. Use the workflows tool to take your automation to the next level. Allow company property changes to re-enroll contacts into workflows. To create the deal i added a branch in order to check if the company all ready has a deal in this pipeline, but this condition is not working. I know that HubSpot api calls will retry, but. . If all of the values. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I have a branch in it which check if an action should be execute. Hi , If your workflow doesn't have any branches/actions for the remaining 4 industries, those would simply end up in the last n/a branch which usually doesn't have any action. Workflow & Deal Stage Trigger. " Click "and" to select the same workflow, then select "has not met the goal. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. Workflows enroll records and execute actions. . Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. 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. The company workflow would not have to re-enroll. In the upper right, click Enroll.