Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In your HubSpot account, navigate to Automation > Workflows. ) 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. 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. However, if a user selects an option after the workflow trigger happened, the workflow is not triggered again and there's no new deal being created for the new added option. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. It will do the job every day. 1. Re-enrollment should be enabled for both. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. It doesnt' show up on the. Jun. We use cookies to make HubSpot's community a better place. Set the enrollment trigger to ‘[Property Name] is known’ - this will enroll the record whenever this property value is updated. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. In your HubSpot account, navigate to Automation > Workflows. 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. 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. 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. If the step changes, the option to call it is still "NO" and the workflow ends. Hi @rpkumar,. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Customize the settings of your workflow, such as re-enrollment options, suppression lists, or limiting workflow execution to specific days or times. 1. 1. Set event enrollment triggers. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. 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. Portals with 50,000 or m. Enrol in Workflow B, the no further action; or Is the user enrolled in. Manually relaunch a workflow. In the pop-up box, click Sequences. You can use "Number of associated deals is known" as a re-enrollment trigger. And these ads are from a year back, so they may not always be the first or last seen pages. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. Hi @AGardner,. 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. ” When to Use Re-Enrollment Triggers. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Hi , thanks for your reply. Not monitoring key metrics. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Solution. CPQ Software. Set up the trigger, then click Apply filter. Create a workflow to deliver the email. Ok, but that sounds like the solution then. 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. The Workflows API currently only supports contact-based workflows, the latest stable version of. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. ). Workflow Re-enrollment. Do you have to enroll the deal? Can you not run the workflow from quotes? If so, you can renroll on quote properties and you can still set deal properties from the workflow. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. If you can share screenshots of what. Not setting a workflow goal. Clone your workflow. Click the Workflows with errors tab. In the right sidebar, click the Re-enrollment tab. 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. . My last resort i. It seems that I am not enrolled even tho I meet the trigger. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. Problem. Inside my email to test the trigger and the email that is meant to be sent it does not work. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. I have a workflow to segment my audience in personas. 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. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. However, contacts. Click on the “Add email” button to add an email to your sequence. 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. 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. The workflow is activated and everything is tested. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). 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. Export Workflow History. In the left panel, click the email Email icon. English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. Hi @DrewLacy,. We use cookies to make HubSpot's community a better place. You would al. In the left panel, select the when an event occurs. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Upon re-enrollment in a workflow, the record will go through all workflow actions again, including receiving automated emails. Think of it like an “unenrollment” trigger. We use cookies to make HubSpot's community a better place. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. ” 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. Add a “Set Contact Property Value” activity to. Inside my email to test the trigger and the email that is meant to be sent it does not work. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. 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. In the actions panel, select Unenroll from sequence . Just click the orange button in the top right corner and you'll see the options. We use cookies to make HubSpot's community a better place. Re-activate WF. 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 way to work around this is by either creating a workflow of the other object (in this case a company. 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. 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. . If the step changes, the option to call it is still "NO" and the workflow ends. Once you have your enrollment trigger set to be for the specific contact owner, you can c lick the plus icon + to add an action. Contacts already met the workflow goal. But everytime a lead completes the same form, I want it to run a webhook everytime, despite already being in a workflow. If I correctly understood your question maybe you can use list memeberships. To edit an existing workflow, hover over the workflow, then click Edit. Save your changes. User-Agent. expired. 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. . Add a delay to the workflow. Solution: Workflow weekly to send reminders. However, we've consistently noticed a delay between when a contact is created and when they are enrolled in the workflow. " I have two enrollment triggers - 1. 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. 2. The second workflow would look like this. 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. Examine Your Data and Identify What You Should Clean Up. Set up the trigger, then click Apply filter. Allow merged deal to enroll in the deal type workflow. " Choose the specific triggers you want to utilize for re-enrollment. Hello @TWiese, currently is possible to set up a date property-based workflow (based on that property you created), and then you can add an action to happen one day after the date has passed. 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. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. Based on the categorie of the form, do multiple stuff. Hi , I test workflows on myself. Just click the orange button in the top right corner and you'll see the options. Never came across such an issue. We then combine this with 1 or 2 follow-up phone calls. Allow workflow re-enrollment for deal properties. This is what they suggested: 1. 2. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. Are you sending this email after y. 2) Delay until the event happens. For example, enrolling a contact into a contact workflow, every time a contact property value changes. English English Español Português FrançaisMistake #1: Incorrectly Using Goals. Add a delay to the workflow that will send the email on the desired day and time. To learn more, and to see a full list of cookies we use,. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. (Yes, this could be. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. amount is changed, using the 'Amount is known' enrollment trigger would be a better. HubSpot interprets "is known" also as a "has changed", meaning that an update to the value would trigger re-enrollment. Click the name of your workflow. non-contact properties cannot be used for re-enrollment in a contact-based. Fantastic, thanks mate! I hadn't thought of a "fire off all the time" enrolment trigger. 4. Not updating unenrollment criteria. 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. In workflows, enroll up to 100K records per day per sandbox. In the left panel, select Contact-based and Next in the top right. If you use HubSpot payments, your fees will be 2. A solution I found with a HS support person is very similar. Hi all, i've a question with workflow enrollement. 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. 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. Value 0 is stored in separate property (by a workflow which copies values from the the actual property into the new property). Before you start, you’ll want to check the overall condition of your data. 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. I recommend creating a separate workflow for each contact owner with a meeting link. It would also be possible using a webhook and serverless function. Hi @MWilliams3, By default, a form submission will overwrite an existing value. Send notification to user when property is updated. ) Reply. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. 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. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. Discussions. In the list, you would filter for contacts associated to an email activity with the corresponding subject line. 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. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. In this HubSpot tutorial, we will walk you through how-to add re-enrollment triggers to a workflow in HubSpot. 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. g. In your HubSpot account, navigate to Automation > Workflows. To do: Use ”Is known" as an enrollment and re-enrollment criteria. To learn more, and. We use cookies to make HubSpot's community a better place. . However, you. Auto-suggest helps you quickly narrow down your search results by. In. 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. Hello team, We need to find a workflow that whenever there is a new update (internal or external) after leaving the ticket "on hold", "pending" or "closed", the ticket goes back to "open" status. Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. Please note: if you're not using the drag and drop email editor, check out our guide to creating and sending marketing. Search HubSpot Ideas or Create Idea cancel. HubSpot Partners solution:. then I changed to anytime. You can use the contact property Date of last meeting booked in meetings tool for this. 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. In the dialog box, hover over the sequence and click Select . (Yes, this could be. Tested and it works for the deal object, pretty sure it would work for any object (contact, company, etc. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. Hi guys, i have a company enrollment trigger workflow. But the CTA used in de email can only trigger a workflow, because there is no re-enrollment based on CTA-clicks. We use cookies to make HubSpot's community a better place. You will also pay the processing fee you have agreed to with Stripe. In your case, for example, when the Aged Date switches from known to unknown, but not if it simply stays unknown. Hi , You can set this up using a company property. Discussions. (Vice versa from the perspective of the workflow for the remaining 4: the records. We don't want to turn off re-enrollment in case a specific field (in this case, "close date") changes. " 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. These adjustments help ensure your. Change all delays to five minutes. The first and only action in this workflow would then be the "Set property value" action. check for a new contact NOT being created by a form. 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. Products: Marketing. It does not affect enrollment at all: For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is known". Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If HubSpot allows users to trigger a workflow every time someone sends an. I'd recommend the nested if/then branches from 's response. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. Sequence Enrollment Limit via Workflow. 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. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. It would be great if this can be made availableI recently started a email nurturing campaign. Hope this helps. To search for a specific object, use the search bar and enter the name of the object you're searching for. 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. * You can of course simply adjust your enrollment trigger to only let in contacts who are marketing contacts. Thanks a bunch for the advice!!! RebeckaEnglish English Español Português FrançaisWe use cookies to make HubSpot's community a better place. 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. HubSpot won't check these criteria daily. HubSpot Ideas. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's. 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. Create and manage workflows. Then, select the "Create Record" action. currently, we are not able to use scoring properties for re-enrollment in workflows. Hope. Add more Enrollment Triggers if needed. g. See all features and limits. To do: Use ”Is known" as an enrollment and re. For example, record 1 gets value 0. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. Contacts can also be entered manually with a list. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. WF2 could essentially check if the value has updated, and re-enroll the deal in WF1. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. 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. . Got it @lasseschou, thanks for the clarification. HubSpot Re-Enrollment can be very complex. 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. If a record is already syncing between HubSpot and Salesforce, then any new campaign enrollment on the Salesforce side syncs back to HubSpot. How to create a HubSpot workflow from scratch. In the right pane, set an unenrollment trigger. You would have to find. This currently works fine. Until today, re-enrollment criteria only existed for contact-based workflows. This is what they suggested: 1. Date cannot be re-enrolled in Workflow SOLVE Hi Folks,. The company workflow would already have done it's job. Just click the orange button in the top right corner and you'll see the options. No: End. trigger is " job title is known". For example, enrolling a contact into a contact workflow, every time a contact property value changes. . Navigate to. And no, unfortunately there's no way to reverse workflow enrollment. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. This is working for the majority of users, bar 1. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. First, if not already, rotate to team member. g. Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. Enter your sequence’s name and click the “Create” button. 4. Create a workflow from scratch. 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. 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. ) 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. HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. 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. The "login" is an event we push in via the Timeline API, and when tha. It seems that I am not enrolled even tho I meet the trigger. Click the name of the workflow or create a new workflow. Sometimes our properties clear out via the API sync and we need to re-enroll them back into the WF to update that property. This one is similar to the suppression list, except that goal lists serve a different purpose. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 1. In the past, there was a detail that listed the other workflows which were enrolling in to the workflow you were viewing. Jun. Select the triggers that will be used for re-enrollment. 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. To do: Use ”Is known" as an enrollment and re. Date of last meeting booked in meetings tool for example could be the recent conversion but could. However, we must give HubSpot time to recognize changes when they occur. When switching on the workflow, don't enroll contacts who meet the criteria already. Learn more about the Workflows API in the Workflows API overview . These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. Only properties of the same object can be used in a workflow for re-enrollment, e. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. (understatement) - see Add re-enrollment triggers to a workflow. See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. 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. 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. . Enrolling a list in a workflow. Generally, there are different properties you could use for this but **bleep** is in the detail. 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. A simple update in your database can trigger a whole host of internal tasks, including lead scoring and alerting your sales team to new prospects. If the option is turned on, the HubSpot will enroll any contact that meets the enrollment triggers set. Here are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. 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. HubSpo. 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. Thanks for the tag @jennysowyrda!. 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. ----- 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. People don't seem to be triggering the. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. To provide some more context, I was trying to have contacts re-enroll based on. While there's no documentation on how the updated in last x days type workflow enrollment trigger works, I was able to confirm how things work by running some test on my end. Servers cost. The workflow history for the record will be. Neglecting the user experience. This is impossible to do without re-enrolement allowed on activities/engagement actions. This is applicable when the object, workflow type and property type are the same. To learn more, and to see a full list. If you can share screenshots of what. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. We use cookies to make HubSpot's community a better place. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. Your best option is usually to build a contact-based list that contains contacts which were enrolled in the workflow but not successfully sent the email. We use cookies to make HubSpot's community a better place. Add more Enrollment. If another company is added, it would enroll as a new company. To view the complete workflow history for a record in the Enrollment history tab: Hover over the record you want to see the history of, then click Enrollment details. . Or, learn how to create a new workflow. Get a demo to learn about our premium software, or get. currently, we are not able to use scoring properties for re-enrollment in workflows. I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. 4. . First, I created a static list in HubSpot that I used as the trigger for this zapier flow. I know that HubSpot api calls will retry, but. 2. Hi @domcorriveau,. . One key example: We want to track the "Time of Last Call Connected". Enrollment triggers: Let me know if. Any deals with an associated product that's been discounted more than 10% could then enroll in the workflow. status (Active vs. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We would like to trigger a number of things based on the. Enrollment trigger: Contact gathers a certain number of HubSpot points. 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 . You can see this in the line "Ignored a request to enroll a record which is already enrolled". Further up in the workflow, you could check (in an if/then branch) whether that date property is known or not. In the upper right, click Enroll. However, you. It would be great if this can be made availableBe sure enable Re-Enrollment, with "Monthly Call Task Date" as well; Create action step to Create Task; Zapier Requirements & Live Example:. Workflow enrollment details are not clear when the enrollment is coming from another workflow. If you’re unsure why an object was suddenly. We use cookies to make HubSpot's community a better place. Make sure that you have re-enrollment enabled. However, the trigger criteria is to submit a form and when testing it the workflow won't work. You can also use workflow actions from connected apps . There are multiple types of workflows in HubSpot based on your end goals. . e. Might as well offer both features. . We would like to do the following: 1.