hubspot workflow re enrollment. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. hubspot workflow re enrollment

 
 To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneoushubspot workflow re enrollment  While they're, broadly speaking, functionally the same, a list might take a moment to populate

Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. 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. 3. The company workflow would already have done it's job. Use HubSpot's workflows to automate business processes and be more efficient. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hope this helps. In your case, for example, when the Aged Date switches from known to unknown, but not if it simply stays unknown. In the list, you would filter for contacts associated to an email activity with the corresponding subject line. 5% (capped at $10) of ACH payments. 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. Thanks a bunch for the advice!!! RebeckaEnglish English Español Português FrançaisWe use cookies to make HubSpot's community a better place. HubSpot is trusted by over 184,000. English English Español Português Français Mistake #1: Incorrectly Using Goals. 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. I know that HubSpot api calls will retry, but. Contact, Company, Deal, Ticket) . User-Agent. Hope. In the left panel, select Contact-based and Next in the top right. Hi @IBrockschmidt, If you want to enroll a contact into a workflow when a property changes, you would simply set the enrollment trigger to "is known": It sound like you'd want contact to be enrolled whenever that happens. Enter your sequence’s name and click the “Create” button. . Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. I recently started a email nurturing campaign. We use cookies to make HubSpot's community a better place. Help other HubSpot searchers find this post quickly by accepting this solution today. The first and only action in this workflow would then be the "Set property value" action. 4. Hope this helps. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. The property won't contain the selections from previous submissions anymore. However my contacts ar. When you go into this particular bucket, it will show some of the past metrics here from other sequences, other emails I've sent out in this particular sequence, and more related to the messaging. Unfortunately this only works once due to the fact that re-enrollment is not an option. 1. They'd enroll but nothing would happen. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. And yes, a longer delay would also work. How Trigger or Enroll in Workflow with Form on External Site SOLVE Hmm, perhaps. 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. In the right panel, view the record's workflow history. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. Question 11. If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. (uber important) - see image excerpt . Learn from leading experts on the latest. If we manage to get a contact on the phone to discuss their proposal then we need to unenroll them from the sales sequence that they're currently enrolled in. You can also use workflow actions from connected apps . However, does this mean i still have to select re-enrollment option - "allow contacts who me. 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. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). 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. 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. Set a delay for the number of days, weeks or months that you want to wait before the email in workflow B is sent. Contacts already met the workflow goal. I recommend creating a separate workflow for each contact owner with a meeting link. Discussions. 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". To get started, navigate to the Workflow tool in HubSpot. This is a limitation in HubSpot. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. 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. (This is the first selection HubSpot asks you to make when creating a new workflow. ” When to Use Re-Enrollment Triggers. . However, you might want to use re-enrollment for certain kinds of automation, such as setting contact properties when they take certain actions. We use cookies to make HubSpot's community a better place. I have a schedule workflow which I enroll contacts only one time. Re-enrollment should be enabled for both. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. We have it set up so a task goes to someone anytime the deal close date changed in the last 1 day. Contact Forms. This allows you to take the appropriate actions to test out the different branches. By default, records are only. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . Set the criteria for the list, so that the contacts automatically gets added to the list and therby triggering the workflow. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. 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. Hey @lasseschou, to get on the same page, I'd like to reiterate what you're looking to accomplish. In the Settings tab of the workflow, select "Yes, remove them from this workflow", as expla. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. Click the name of a workflow. 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. And yes, I made sure the re-enrollment settings were set. 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. It then jumps from 0 to. Q : Is there a way to work around this and either consolidate. Hi What kind of property are you trying to use in your workflow enrollment criteria? Is it a HubSpot standard one, or a custom one? And what type? Thanks, Phil. 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. If all of the values. Hi @Bob2245, "Create date is known" is the most immediate and easiest way to "catch" and enroll all new deal records. Hope this helps. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. That would be a "set property" action to set the deal stage, which should accomplish a similar goal. However, the trigger criteria is to submit a form and when testing it the workflow won't work. In which case, you can build a list of contacts who have completed specific workflows in the list builder. Re-activate WF. Instead of using the test feature, I then set both workflows live – effectively they can only enroll one record (myself). To learn more, and to see a full list. Hover over the workflow, then click Edit. Add 'Deal amount is known OR Days until close is known OR Deal probability is known' as enrollment triggers and enable reenrollment for these three. Set an enrollment trigger to enroll Contacts when they submit the form you'd like to track. Set up the trigger, then click Apply filter. There's the set up for Contact workflow (sceenshot), but there's no this option in the deal type workflow, which will be very useful if we can. There are multiple types of workflows in HubSpot based on your end goals. You can add up to 250 filters to a workflow's enrollment triggers. _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. Will step 2 stop subsequent 5 min delay. Set up the trigger, then click Apply filter. . workflow enrollment criteriaClick the name of the workflow. If the step changes, the option to call it is still "NO" and the workflow ends. HubSpot Workflow Re-Enrollment Common Failure Points Select the workflow in question, then select "contact has been enrolled. Allow merged deal to enroll in the deal type workflow. This would only work going forward, not historically. CRM & Sales Marketing Service RevOps & Operations Commerce3. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. In the upper right, click Enroll. Finally, create a new Contact-based workflow. In the right pane, set an unenrollment trigger. 2. 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. We use cookies to make HubSpot's community a better place. Products: Marketing. 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. A HubSpot workflow is a tool inside of HubSpot that allows you to automate parts of your marketing, sales, and customer service efforts. 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'. 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. Workflow Re-enrollment. 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). I'm working on a workaround outside Hubspot with a schedule workflow. (This is the first selection HubSpot asks you to make when creating a new workflow. Click the Settings and notifications tab. Before you start, you’ll want to check the overall condition of your data. We added two screenshot below to show you the company properties (condition for unknown) are getting listed for re-enrollment but this is not occurring for Contact Properties. 1. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. Tested and it works for the deal object, pretty sure it would work for any object (contact, company, etc. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. To search for a specific object, use the search bar and. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. When I add an if / this branch, based on the categories, it works fine the first time. This is applicable when the object, workflow type and property type are the same. Create a. People don't seem to be triggering the. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. 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)". Servers cost. g. I see that a CTA could not be used for re-enrollment in a workflow. . These adjustments help ensure your. 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. 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. 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 . 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. When using the property filter is known for re-enrollment, objects can re-enroll. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Defining the HubSpot Workflow. When a contact meets the set goal, they’re automatically unenrolled from the workflow. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in. Very limited data relating to Tasks is stored on an associated record of another object-type (e. The workflow is activated and everything is tested. We use cookies to make HubSpot's community a better place. Thanks so much for your help! If i have the following: 'Last visited date is known' AND 'Consequtive 1:1 sessions is greater than 0' Would I tick only the re-enrollment to 'Last visited date is known' ? AIM: I want the deal to only pass through the workflow if they meet both criterias? I. Products: Marketing. ). Stay sharp. To learn more, and to see a full list of cookies we use,. Hi @domcorriveau,. To further refine your trigger, click Add refinement. In the left panel, select the when an event occurs. One key example: We want to track the "Time of Last Call Connected". Workflow & Deal Stage Trigger. status (Active vs. Hi, I have created two workflows one for that include conditions of Contact Properties and the other includes Company properties. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. In the left panel, click Delay. Add an action to clear the custom date property that you’ve created. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. Inside my email to test the trigger and the email that is meant to be sent it does not work. If another company is added, it would enroll as a new company. First, if not already, rotate to team member. For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is. To learn more, and to see a full list of cookies we use, check out ourWorkflow - can't solve this issues. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". In the pop-up box, click Sequences. There is no workflow enrolment limit - the main limits are either: the enrolment settings; the re-enrolment settings; the goal settings; unenrol settings; suppression list settings; You mentioned that "When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow where they meet all the criteria (I've. Now, when you associated a new contact, the Number of associated contacts updates automatically, HubSpot registers the change (via "is known") and the company. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. . Use marketing email campaigns to share updates with your subscribers and promote special offers. Hi, , It is Type that I'm copying from Company to Type on associated Contacts. In the right sidebar, click the Re-enrollment tab. How might I reflect this in HubSpot? Thanks!I want deals to re-enroll into a workflow but only go through We use cookies to make HubSpot's community a better place. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. Using List membership filters in other lists and custom reports. . The issue we have is as. From workflow 2, you can remove " Health Score Level has been updated in the last 1 day". if you would like a workflow to be triggered when a property is updated, select the property 'is known' option and then select this under re-enrollement - every time the property is updated, the record will be re. Actions are functions that the workflow will execute for enrolled records. To do this effectively, you might have to. Further up in the workflow, you could check (in an if/then branch) whether that date property is known or not. 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). . This property could be called "Contact from company already being nurtured", a single-checkbox property. Thanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. Enrollment triggers are only checked by HubSpot when one of the referenced properties changes and the remaining triggers still hold true. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. Sorry about the confusion, as Frank explained it's a bit of both. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. The contacts will enroll into the workflow,. You may be aware of this already: Currently your workflow will only enroll a company if both. In the actions panel, select Unenroll from sequence . Need help choosing a plan? +1 (857) 829-5060. To learn more, and to see a full list of cookies we use, check out ourCreate workflow from form submission. HubSpot Partners solution:. _____ workflows will operate once a contact meets the enrollment triggers of that workflow. " I have two enrollment triggers - 1. Hi , This behavior can be achieved with an additional custom property and an assisting workflow. 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. 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. 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. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. We use cookies to make HubSpot's community a better place. By default, records are only enrolled in workfl. 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. Hi @Louraine,. Send notification to user when property is updated. First, I created a static list in HubSpot that I used as the trigger for this zapier flow. The contact enrollment criteria changes when I add new enrollment criteria (mostly this is adding a new form fill action). what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. 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. g. Contacts can also be entered manually with a list. (Vice versa from the perspective of the workflow for the remaining 4: the records. for example. 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. In the upper right, click Enroll. We use cookies to make HubSpot's community a better place. In the right sidebar, click the Re-enrollment tab. 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. If HubSpot allows users to trigger a workflow every time someone sends an. Fourth, turned on my workflow and enroll all eligible contacts. 2. Until today, re-enrollment criteria only existed for contact-based workflows. Select the triggers that will be used for re-enrollment. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. developers. A solution I found with a HS support person is very similar. The workflow is activated and everything is tested. Enrollment Triggers. Yes: Create a task “Ask owner for status update,” assign to sales manager. Best regards! We use cookies to make HubSpot's community a better place. You're in good company. Creating a list of bounced contacts. 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. You would al. @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. developers. . Jun. Hi You can build your workflow using 'time of last visit - is known' as your renrollment trigger. I am told. Why is this?Re-enrollment. Contacts cannot be enrolled in a workflow more than once at a time, so. 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. Manually enroll yourself. Follow along and catch all of our HubSpot tips here. To start with why on earth we can't use "now in sequence" property for workflow re-enrollment? Please expand the scope. Generally, there are different properties you could use for this but **bleep** is in the detail. How to create a HubSpot workflow using a template. Action 3: Send sales team member an in-app notification of. At the beginning of your nurturing workflow, use the "Set property value" workflow action to set the property value to "Yes". Contact Forms. 3) enroll in another workflow: waiting for event #2. 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. We use cookies to make HubSpot's community a better place. Every time HubSpot offers a re-enrollment trigger, it is granting users access to their servers to perform an action. 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. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . Any idea how this could be resolved. Please note: if you're not using the drag and drop email editor, check out our guide to creating and sending marketing. We use cookies to make HubSpot's community a better place. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Enrollment triggers: Let me know if. For example: If a re-enrollment trigger is based on list membership, a contact will re-. 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. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. It seems that I am not enrolled even tho I meet the trigger. However, the trigger criteria is to submit a form and when testing it the workflow won't work. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Jun. currently, we are not able to use scoring properties for re-enrollment in workflows. Might as well offer both features. You would have to find. For example, enrolling a contact into a contact workflow, every time a contact property value changes. . " Choose the specific triggers you want to utilize for re-enrollment. It is possible to set up workflows based on meeting and call criteria. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. From Add re-enrollment triggers to a workflow : " When using the property filter is known for re-enrollment, objects can re-enroll in two ways: The property gains a value after not previously having one. HubSpot Workflows: Adding Workflow ActionsWorkflow not updating contact info. e. ----- 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. The inability to allow for re-enrollment when workflow triggers depend on activity/engagements has limited us. Not updating unenrollment criteria. In this example, only contacts with a HubSpot score between 10 and 30, and a Lifecycle stage that is not equal to Customer, will be enrolled. To. Is the solution to. Delete all enrollment criteria. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Add the “Send Email” activity to the workflow. Could you explain what you're trying to achieve. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. This won't work because Contact will need to be updated more than once. 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. Hi , I test workflows on myself. Activity properties cannot be used for re-enrollment. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. Since Hubspot doesn't let you select the "On This Page" option unless it's a created landing page in Hubspot, I guess I'll just clone the form, give it a new name, and then embed that on my WP site page instead of using the original form on multiple pages. 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. 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. Any deals with an associated product that's been discounted more than 10% could then enroll in the workflow. Kindly, Pam. " 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. 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. You may be aware of this already: Currently your workflow will only enroll a company if both the Company owner and Collaborators. That's it. . 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 ). Until today, re-enrollment criteria only existed for contact-based workflows. Select a contact to enroll. 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. Just click the orange button in the top right corner and you'll see the options. Once the actions are executed, they're executed. g. In company workflows, you'll now see an enrollment trigger category for List Membership. If the user logs in, and then waits another 30 days, the email should fire again. 4. Not setting a workflow goal. Right @lasseschou , the contact would not continuously re-enroll just because the condition that the event occurred was less than 2 days ago. For example, you can set up your workflow to enroll based on a filter of Discount % is greater than 10. OAuth Access Token. Following the delay, Today’s date will be set to the date of step. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. ) 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. Discussions. . Hi all, i've a question with workflow enrollement. It waits for the first workflow to set 30 day re-enrollment trigger to "Yes", clears the property, waits 30 days and then sets it to "Yes" again – which will make the deal re-enroll in the first workflow (see second group of enrollment criteria in first workflow). HubSpot won't check these criteria daily. 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. 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. You can use "Number of associated deals is known" as a re-enrollment trigger. Description. 1825 days. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB. When using the property filter is known for re-enrollment, objects can re-enroll. Allow workflow re-enrollment for deal properties. Create a workflow to deliver the email. You can set up a workflow manually as an alternative to having a re-enrollment trigger. However, HubSpot can only re-enroll a contact if the property that triggers the enrollment criteria changes. This is applicable when the object, workflow type and property type are the same. 181 Upvotes. Additionally, you'd filter for the ticket to be associated with an activity of your specifications. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. .