Thoughts?Hi , Ok i've selected re-enrollment ON. Will step 2 stop subsequent 5 min delay. 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. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. . 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. You're sending an event from your custom app to HubSpot, which then fires an email. OAuth Access Token. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. If that's the case, you'd also enable re-enrollment as shown in my screenshot. Click the plus icon + to add an action to the workflow. 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 will also pay the processing fee you have agreed to with Stripe. In the workflow editor, click Set up triggers. 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. 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. hubspot. 4. The sales rep would then manually enroll each eligible contact in the correct sequence. In the right panel, view the record's workflow history. 2. 4. 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. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. In the left panel, click the email Email icon. Records would be delayed until the next day, and we can use 00:15 to allow for buffer in case of enrolment delays. Workflow A sends an email with a download link to contacts that submit a form. On the enrollment trigger action, you'll find the re-enrollment tab where you can set re-enrollment: re-enrollment . 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. 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. Pretty sure the best way to do it is using 'is known' and having re-enrollment allowed for it. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. Pricing: Free; $19. HubSpot Partners solution:. Set your enrollment triggers, then click + to add an action. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. (The exact list criteria depend on your workflow actions. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You can also use workflow actions from connected apps . Enroll list in workflow. If all of the values. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. However, the trigger criteria is to submit a form and when testing it the workflow won't work. non-contact properties cannot be used for re-enrollment in a contact-based. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. So if you have create a contact-based workflow, you cannot. I recently started a email nurturing campaign. Allow merged deal to enroll in the deal type workflow. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. Inside my email to test the trigger and the email that is meant to be sent it does not work. 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. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. Create a workflow to deliver the email. English English Español Português FrançaisPart 2: Create Workflow . ” When to Use Re-Enrollment Triggers. 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. Any idea how this could be resolved. Click on the “Add email” button to add an email to your sequence. Review the reports of your recipient engagement and delivery data, along with email performance data over a given time period. . Only properties of the same object can be used in a workflow for re-enrollment, e. Hello, We have a workflow that we sometimes need to modify (eg: the values of the properties that will be set by this workflow will vary every 3 months). Select workflow object and type. Send notification to user when property is updated. 5. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. If you’re unsure why an object was suddenly. Which I understand why that is the case. In the workflow editor, click the + plus icon. Additionally, you'd filter for the ticket to be associated with an activity of your specifications. In your HubSpot account, navigate to Automation > Workflows. Then, select the "Create Record" action. Jul 27, 2022 12:54 PM - edited Jul 27, 2022 1:02 PM. 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. I see that a CTA could not be used for re-enrollment in a workflow. Workflow & Deal Stage Trigger. Thanks . for example. Date cannot be re-enrolled in Workflow SOLVE Hi Folks,. Hi @MorganW,. Next, create a workflow. 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. It then jumps from 0 to. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. Kindly, Pam. Hi , You could create a "Last task create date" property and set a time stamp in your workflow right after the task is created. In the Choose an action panel, select Set contact. 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. Now, when you associated a new contact, the Number of associated contacts updates automatically, HubSpot registers the change (via "is known") and the company. I'd recommend the nested if/then branches from 's response. 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. 1. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. For example: If a re-enrollment trigger is based on list membership, a contact will re-. . Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. In the left panel, select the when an event occurs. For example, a contact's lifecycle stage changing from Lead to. 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. While webhooks are great for sending notifications when an event occurs, as mentioned. . Please note: if you're not using the drag and drop email editor, check out our guide to creating and sending marketing. Hi @rpkumar,. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The enrollment triggers will be when "Create date" is "known" and when "Last modified date" is "known. First off, which property value did you change to trigger the re-enrollment? Have you clicked Details in the top left corner of the workflow editor and reviewed the enrollment log? Does the record which you expect to enroll appear there?Create a workflow from scratch and set the enrollment trigger to Manual enrollment. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. The easiest way to do that, in my opinion, would be creating a first list of contacts who have been sent the email and a second static list of contacts who have been enrolled in t. From this workflow, we. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. CRM & Sales Marketing Service RevOps & Operations Commerce3. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Auto-suggest helps you quickly narrow down your search results by. 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. For example, enrolling a contact into a contact workflow, every time a contact property value changes. To start with why on earth we can't use "now in sequence" property for workflow re-enrollment? Please expand the scope. Now,. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. Until today, re-enrollment criteria only existed for contact-based workflows. Get workflows a contact is currently enrolled in. If you use enrollment criteria with more than one attribute (Not a "Customer" & Score = x, or Stage = Sub, MQL, Lead, SQL), the workflow setting for auto re-enrollment cannot be used, so the Contact can only pass through the workflow one time. 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. 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. Currently no company properties. In the workflow editor, click the + plus icon to add an action. Hi @mmetros . 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. 1825 days. As the number property is automatically maintained by HubSpot, that will retrigger the workflow. English English Español Português Français Mistake #1: Incorrectly Using Goals. We use cookies to make HubSpot's community a better place. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. Start from scratch; Center on a date; Center on a date property. Activity properties cannot be used for re-enrollment. Allow company property changes to re-enroll contacts into workflows. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. To edit an existing workflow, hover over the workflow, then click Edit. However, does this mean i still have to select re-enrollment option - "allow contacts who me. 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. Finally, create a new Contact-based workflow. Just click the orange button in the top right corner and you'll see the options. So every time this property changes a contact gets enrolled. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. " Click "and" to select the same workflow, then select "has not met the goal. Allowing Workflow Re-Enrollment for Company Properties Allow company property changes to re-enroll contacts into workflows. For example, enrolling a contact into a contact workflow, every time a contact property value changes. Solution. Turn On the Re-enrollment switch. You would al. Click on the “Create Sequence” button. I will advise you to log out from the acc and log in again, try creating wf only after some time. Right @lasseschou , the contact would not continuously re-enroll just because the condition that the event occurred was less than 2 days ago. Could you explain what you're trying to achieve. For example, enrolling a contact into a contact workflow, every time a contact property value changes. Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. . This is particularly useful for integrations that take contact data and display them in a different interface. 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. My last resort i. To do: Use ”Is known" as an enrollment and re-enrollment criteria. To learn more, and to see a full list of cookies we use, check out ourWorkflow - can't solve this issues. Delays and actions are based on the action before it, not the lead's enrollment date. To learn more, and. then I changed to anytime. It seems that I am not enrolled even tho I meet the trigger. User-Agent. Thanks for the tag @jennysowyrda!. 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. . 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. HubSpot Updates. . However, contacts. Ok, but that sounds like the solution then. User-Agent. 3. 181 Upvotes. ) Reply. We have ~200 webinars a year and want to save specific information after a contact has registered and do a follow up after the webinar for attendees and non-attendees. Hi @Stanza,. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Just click the orange button in the top right corner and you'll see the options. I believe this lived in the re-enrollment tab. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. 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. Inside my email to test the trigger and the email that is meant to be sent it does not work. This will update the date property, which will then trigger the HubSpot workflow according to the desired cadence; Note: you will need to set the initial "Monthly Call Task Date" if you are using it. " I have two enrollment triggers - 1. I am told. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. HubSpot Workflows: Adding Workflow ActionsWorkflow not updating contact info. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. In the left panel, select the when an event occurs. We would like to trigger a number of things based on the. Contacts already met the workflow goal. 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. Re-activate WF. Description. Sorry about the confusion, as Frank explained it's a bit of both. HubSpot interprets "is know" also as "has changed". In the workflow editor, click Set up triggers. That would be a "set property" action to set the deal stage, which should accomplish a similar goal. We use cookies to make HubSpot's community a better place. It would be great if this can be made availableI recently started a email nurturing campaign. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. Visual Editing. Add an action to clear the custom date property that you’ve created. 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 . Use HubSpot's workflows to automate business processes and be more efficient. Jun. Records will then be enrolled in Today’s Date 2. 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. Portals with 50,000 or m. English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. 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. 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. status (Active vs. In your HubSpot account, navigate to Automation > Workflows. g. 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). For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. 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. 1. We're using a workflow to remind our sales team to do certain follow-up tasks (log the outcome and meeting feedback) once a meeting ends. Build your business strategy on the inbound methodology to generate more leads, close more deals, and delight your customers. Hey @lasseschou , is the property you're looking at called login property from your app? If so, it seems like when I use this one as as an enrollment. 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. 1. I recommend creating a separate workflow for each contact owner with a meeting link. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. >>"How often does a perpetually running workflow check contacts fo re-enrollment?" In near real-time. However, we WANT people to be able to re-enroll if. Regarding your second screenshot and the email address, equally, you would have to add "EntradeX Email is known" as an additional re-enrollment trigger. 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. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. If it's known, you would send the record down a path where. Explore The HubSpot Workflow Butterfly Effect and some of the many other reasons delays are not really an optional 'option'. As such, it's best practice to ALWAYS include delay actions in workflows (especially if re-enrollment is a factor). This trigger could be used for Re-enrollment . In the right panel, navigate to the "Re-enrollment" tab. 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 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. Think of it like an “unenrollment” trigger. How re-enrollment triggers work When setting up your re-enrollment triggers, do take note of the following: When re-enrollment is enabled, records can re-enroll in workflows either by manual re-enrollment or by meeting at least one selected re-enrollment trigger. e. In workflows, enroll up to 100K records per day per sandbox. Please note: after you select a contact-based workflow type and click Create workflow, you will not be able to change the workflow. Other HubSpot tools rely on lists to make changes to a specific group of contacts. 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. 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. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. Why is that? I am running a CES workflow and want to send the customer regularly a survey. This is applicable when the object, workflow type and property type are the same. No: End. 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. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. You can use the contact property Date of last meeting booked in meetings tool for this. I contacted HubSpot support and they said it was due to a backend limitation. 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. SureTriggers is an advanced workflow automation solution that aims to simplify your business processes and optimize your workflows. The ability to automate HubSpot sequence enrollment started gaining traction in 2017 with the following post on the HubSpot Community forum. The property is updated from one value to another. To do: Use ”Is known" as an enrollment and re-enrollment. Learn more about the Workflows API in the Workflows API overview . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. While they're, broadly speaking, functionally the same, a list might take a moment to populate. Enrollment trigger: Contact gathers a certain number of HubSpot points. If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. Even when I manually try to enroll my work contact, it will not work. First, if not already, rotate to team member. In your HubSpot account, navigate to Automation > Workflows. Manually enroll yourself. Specific date. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. ) Instead of re-enrolling contacts when a deal and product are found, matching your defined criteria, you would enroll each deal that gets to the "Processed" or. 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. 4. . Until today, re-enrollment criteria only existed for contact-based workflows. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. 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 am trying to hook re-enroll contacts based on the form submission criteria fields on the contact. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. CPQ Software. . Out of the box, without custom development, workflows do not have any cap / throttling features. Select the company list you care about, and choose if you want to trigger automation for companies that are a member of that list, or ones that are not. If you can share screenshots of what. Use sequences properties and activity as Contact filters in List and Workflows. See all features and limits. Sequence Enrollment Limit via Workflow. Enrolling a list in a workflow. It is possible to set up workflows based on meeting and call criteria. This one is similar to the suppression list, except that goal lists serve a different purpose. To learn more, and to see a full list of cookies we use,. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. Something to keep in mind: The email. The property is updated from one value to another. My approach to a solution would be a main workflow and a second workflow which includes the step to decrease the value. Re-enrollment triggers do not consider date or number refinements. 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). We use cookies to make HubSpot's community a better place. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. That way, our sales manager isn't innundated with multiple notifications for a given contact who re-visits multiple times a day. This is working for the majority of users, bar 1. Hi , You can set this up using a company property. HubSpot interprets "is known" also as a "has changed", meaning that an update to the value would trigger re-enrollment. Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. Click the name of your workflow. ) Instead of re-enrolling contacts when a deal and product are found, matching your defined criteria, you would enroll each deal that gets to the. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. e. 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. . 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. You will either see this in the history of workflow actions or on the contact record. ) 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. That's it. At the beginning of your nurturing workflow, use the "Set property value" workflow action to set the property value to "Yes". Date of last meeting booked in meetings tool for example could be the recent conversion but could. For example, you could use the API to retrieve a list of all the contacts in the CRM or to update a contact's information. A HubSpot workflow is a tool inside of HubSpot that allows you to automate parts of your marketing, sales, and customer service efforts. This one is similar to the suppression list, except that goal lists serve a different purpose. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. I know that some propertie. This is particularly useful for integrations that take contact data and display them in a different. This can be done by adding an additional enrollment criterion "Email is any of [my email address]". Action 1: Contact's lifecycle is changed to Lead, MQL, or SQL (depending on how high their score is) Action 2: If/then branch—if lifecycle becomes SQL, change contact owner to a member of the sales team. . We would like to do the following: 1. g. My question is, does clicking "Enroll Existing Contacts" when adding a new list to the master list (let's say Import 4) causes contacts on the previous lists 1-3 to be re-enrolled into the workflow? I don't want the same contacts to receive the same emails multiple times because they were re-enrolled into the workflow. 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. 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. It doesnt' show up on the. Turn on suggestions. Or, learn how to create a new workflow. Add 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. Correct me if I'm wrong. In the workflow editor, click Set enrollment triggers. . “Yes, re-enroll every time the trigger occurs. 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. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. (uber important) - see image excerpt . The company workflow would already have done it's job. Products: Marketing. 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). Hi , thanks for your reply. Humans of HubSpot Recorded Events INBOUND Groups. You can use "Number of associated deals is known" as a re-enrollment trigger. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 2. HubSpot is trusted by over 184,000. Use marketing email campaigns to share updates with your subscribers and promote special offers. 5% (capped at $10) of ACH payments. Also, you should have access to HubSpot Technical Support if. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. com Current enrollment | Workflows APIIf you want the workflow to run whenver the email or mobile phone number change, simply set the enrollment criteria to "Email is known OR Mobile phone number is known", enable re-enrollment. You can also use your CRM to trigger email workflows, either based on user data or user actions. Discussions. If I do, then yes, this is expected behavior. 5% per transaction. Set event enrollment triggers. In your case, for example, when the Aged Date switches from known to unknown, but not if it simply stays unknown. Why is this?Re-enrollment. Frank's correct that these kinds of enrollment evaluations are happening all the time. Without this option turned on, the only contacts HubSpot will. 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. e.