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!Yes, When a record meets the list's criteria, it will become a member of the list and enroll in the workflow. Thanks . 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. 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. Click the Settings and notifications tab. Hi, , It is Type that I'm copying from Company to Type on associated Contacts. We use cookies to make HubSpot's community a better place. Additionally. Allow merged deal to enroll in the deal type workflow. At the top of the Select sequence dialog box, click the Start at dropdown menu and select the step where the contact should start the sequence. English English Español Português FrançaisPart 2: Create 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. 4. Currently, if you have a workflow. 99/month (Starter); $49/month (Professional) 10. Jun. ) 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. Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. All of your goals sound possible with workflows except maybe your second point, but it. The workflow would be contact-based fairly simple, just find Create record in the right Choose an action sidebar and select Deal:. I know that some propertie. then I changed to anytime. Not updating unenrollment criteria. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. Set up the trigger, then click Apply filter. Or, learn how to create a new workflow. Further up in the workflow, you could check (in an if/then branch) whether that date property is known or not. - see Add re-enrollment triggers to a workflow . 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. If it's known, you would send the record down a path where. No: End. 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. Question 58. In the upper right, click Enroll. The contacts will enroll into the workflow,. Click the name of the workflow or create a new workflow. There are multiple types of workflows in HubSpot based on your end goals. In the left sidebar, click Unenrollment and suppression. Value 0 is stored in separate property (by a workflow which copies values from the the actual property into the new property). If you want to bypass this, you would have to create a list and use that list as a re-enrollment trigger. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more, and to see a full list of cookies we use, check out ourCreate workflow from form submission. developers. Help other HubSpot searchers find this post quickly by accepting this solution today. 2. 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. How Trigger or Enroll in Workflow with Form on External Site SOLVE Hmm, perhaps. Create a workflow from scratch. When a contact meets the set goal, they’re automatically unenrolled from the workflow. You can then use this property for reporting or list building. However, contacts. In this case, if you're looking to enroll deal almost instantly when e. Until today, re-enrollment criteria only existed for contact-based workflows. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's. 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. 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. ) 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 2. 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. 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. I recently started a email nurturing campaign. To analyze your email marketing campaigns overall, navigate to your email dashboard and click the Analyze tab. Set contacts to enroll when they meet the criteria to receive the email, and the value for the “Email” field is Yes. OAuth Access Token. 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. The sequence editor will open up and see a blank canvas. CRM & Sales Marketing Service RevOps & Operations CommerceStep 1: Choose your workflow’s object and type. 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. Since we use this to offer specification sheets, re-enrollment is enabled. I'm not aware of a way to achieve this, unfortunately. So if you have create a contact-based workflow, you cannot. 5. The issue we have is as. It would be great if this can be made availableI recently started a email nurturing campaign. It would be great if this can be made available Be sure enable Re-Enrollment, with "Monthly Call Task Date" as well; Create action step to Create Task; Zapier Requirements & Live Example: Create Zap with "Schedule by Zapier" as Trigger, set desired frequency; Set Action Step - HubSpot - Find Contact/Company You can use lists or properties to search for records In company workflows, you'll now see an enrollment trigger category for List Membership. The Workflows API allows for full CRUD access to workflows in your portal. when i first turned this on, i put every day at 3 am. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. Step 2: Setting your workflow’s enrollment. In the actions panel, select Unenroll from sequence . You may be aware of this already: Currently your workflow will only enroll a company if both the Company owner and Collaborators. In this case the condition i attached is to create the deal, so what expect to check is: If the company has associated deals (the company might have other. You could enroll contacts in a workflow once when the number of sessions greater than 1 (re-enrollment disabled, as per your description), followed by an internal email. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. It will do the job every day. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. That way, our sales manager isn't innundated with multiple notifications for a given contact who re-visits multiple times a day. Ok, but that sounds like the solution then. Pricing: Free; $19. To do this effectively, you might have to. For example, enrolling a contact into a contact workflow, every time a contact property value changes. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Currently no company properties can be used as re-enrollment criteria, so although we can use a workflow once to set company record data, we can't do it again. The only information I get. The company workflow would already have done it's job. Manually enroll yourself. I recently started a email nurturing campaign. Very limited data relating to Tasks is stored on an associated record of another object-type (e. For example, you can add actions to send emails, create new records, manage your contacts' subscriptions, and more. Hey , thanks for reaching out! I noticed that in your first screenshot, the "unenrollment" workflows you have selected are: Enroll Contact Workflow Starter Enroll Contact Workflow Premium However, the workflow in your third screenshot is Enroll Contact Workflow Pro, not Premium. We have a workflow in place for new contacts, which includes rotating the contact owner. 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. Creating a list of bounced contacts. Products: Marketing. 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. 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. Also, the trigger of the workflow is based on properties' values that won't changed, but some conditions inside the worflow depend on properties whose values will. 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. From the workflow editor, you can check which actions require changes or have encountered errors. . For the Hubspot product team, please consider incorporating some functionality where merged contacts do not get re-enrolled into workflows, or at least give admins a prompt to let them know which workflows will be triggered if we merge the contact, so we can opt them out of them. We've been having issues with some deal-based workflows generating duplicate auto-tasks when we have re-enrollment turned on. English English Español Português FrançaisThis is how you could differentiate them in a workflow via Filter type > Activity properties. HubSpot should re-enroll a contact when the value of a property is updated and when this property is selected for re-enrollment. To learn more, and to see a full list of cookies we use, check out ourWorkflow - can't solve this issues. You can add up to 250 filters to a workflow's enrollment triggers. I believe this lived in the re-enrollment tab. To learn more, and to see a full list of cookies we use,. This won't work because Contact will need to be updated more than once. Search HubSpot Ideas or Create Idea cancel. If I do, then yes, this is expected behavior. You can also use your CRM to trigger email workflows, either based on user data or user actions. Why is this?Re-enrollment. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. To. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. Instead of using the test feature, I then set both workflows live – effectively they can only enroll one record (myself). . Something to keep in mind: The email. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. That would be a "set property" action to set the deal stage, which should accomplish a similar goal. I recommend creating a separate workflow for each contact owner with a meeting link. People don't seem to be triggering the. HubSpot is trusted by over 184,000. Contact Forms. From workflow 2, you can remove " Health Score Level has been updated in the last 1 day". 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. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. Then I get the workflow overwhelmed because sometimes a deal didn't even finish the WF, he is re-enrolled and. The property won't contain the selections from previous submissions anymore. My approach to a solution would be a main workflow and a second workflow which includes the step to decrease the value. . Get a demo to learn about our premium software, or get. 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. 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. 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. This would only work going forward, not historically. HubSpo. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. In the right panel, navigate to the "Re-enrollment" tab. For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is. 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. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. Need help choosing a plan? +1 (857) 829-5060. The workflow history for the record will be. >>"How often does a perpetually running workflow check contacts fo re-enrollment?" In near real-time. 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. I have a few important evergreen workflows that set attribution and assigns MQLs. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. To do: Use ”Is known" as an enrollment and re. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. CRM & Sales Marketing Service RevOps & Operations Commerce3. Set event enrollment triggers. In the left panel, click the email Email icon. Learn more about the Workflows API in the Workflows API overview . Portals with 50,000 or m. When meeting certain criteria in workflow A, contact is. Enter a name for the workflow, then click Create workflow. " 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. Click on the “Add email” button to add an email to your sequence. Turn on suggestions. Hi You can build your workflow using 'time of last visit - is known' as your renrollment trigger. (The exact list criteria depend on your workflow actions. My last resort i. 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. By default, records are only. Based on the categorie of the form, do multiple stuff. Enroll list in workflow. Any idea how this could be resolved. But everytime a lead completes the same form, I want it to run a webhook everytime, despite already being in a workflow. Tested and it works for the deal object, pretty sure it would work for any object (contact, company, etc. Manually relaunch a workflow. In the upper right, click Enroll. By default, your workflow will be set to not allow for re-enrollment, but there are some scenarios where re-enrollment might make sense. For example, record 1 gets value 0. Out of the box, without custom development, workflows do not have any cap / throttling features. The workflow is activated and everything is tested. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Contact, Company, Deal, Ticket) . Before you start, you’ll want to check the overall condition of your data. In the right pane, set an unenrollment trigger. Hope this helps. Do you have a ticket number I can refer to for a support case? happy to be your main POC here instead of going back to Support, but just want you to be aware of our public agreement on time to response and expectations of what we normally handle. Customize the settings of your workflow, such as re-enrollment options, suppression lists, or limiting workflow execution to specific days or times. In the right sidebar, click the Re-enrollment tab. 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. For example: If a re-enrollment trigger is based on list membership, a contact will re-. Are you sending this email after y. 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'. 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. ----- 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. Even when I manually try to enroll my work contact, it will not work. @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. Free Call Tracking Software. To do: Use ”Is known" as an enrollment and re. English English Español Português Français Mistake #1: Incorrectly Using Goals. If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. 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. Upon re-enrollment in a workflow, the record will go through all workflow actions again, including receiving automated emails. 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". Best regardsHi @JRudowska,. 2) Delay until the event happens. I have a schedule workflow which I enroll contacts only one time. Not monitoring key metrics. In the actions panel, select Unenroll from sequence . To do: Use ”Is known" as an enrollment and re-enrollment criteria. trigger is " job title is known". We use cookies to make HubSpot's community a better place. The property is updated from one value to another. currently, we are not able to use scoring properties for re-enrollment in workflows. . Thanks, Nicu Excellent, thanks, Frank. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. 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. Hi From Add re-enrollment triggers to a workflow : " When using the property filter is known for re-enrollment, objects can re-enroll in two We use cookies to make HubSpot's community a better place. Hi @aj. This allows you to take the appropriate actions to test out the different branches. If you select one property for re-enrollment, an. The enrollment triggers will be when "Create date" is "known" and when "Last modified date" is "known. We use the forms of GoToWebinar and send the registration information via the integration into HubSpot. . 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. 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. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. I'm working on a workaround outside Hubspot with a schedule workflow. 5% (capped at $10) of ACH payments. 1. 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. Workflow enrollment details are not clear when the enrollment is coming from another workflow. Hi @06401, A change in "Stage of Engagement" would be registered by a workflow re-enrollment trigger "Stage of Engagement is known". Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi Re-enrollment triggers cannot be refined by date or number. This currently works fine. In the list, you would filter for contacts associated to an email activity with the corresponding subject line. In the pop-up box, click Sequences. Re-enrollment triggers do not consider date or number refinements. We use cookies to make HubSpot's community a better place. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". Select a contact to enroll. Enrollment Triggers. We use cookies to make HubSpot's community a better place. . If another company is added, it would enroll as a new company. Delays and actions are based on the action before it, not the lead's enrollment date. Hi, I have created two workflows one for that include conditions of Contact Properties and the other includes Company properties. 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. And these ads are from a year back, so they may not always be the first or last seen pages. All of our major relationship data is stored on the company record, so not being able to update company record. Turn On the Re-enrollment switch. Remove from all other workflows optionin Unenrollment and suppression. . Any time a re-enrollment trigger condition is met, the record will re-enroll, regardless of date ranges or the number of previous occurrences. 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. Not testing your workflow before turning it on. Turn On the Re-enrollment switch. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. Creating ads audiences with contact. Click the name of a workflow. Without this option turned on, the only contacts HubSpot will. Hi , HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. Log and track sales calls to the HubSpot CRM, so you can stay one step ahead of your prospects. Sequence Enrollment Limit via Workflow. . Records would be delayed until the next day, and we can use 00:15 to allow for buffer in. In your HubSpot account, navigate to Automation > Workflows. First, if not already, rotate to team member. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). 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. 2. Contact date property. Contacts already met the workflow goal. Then enroll contact into static list. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. 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. I don't want contacts. 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). Discussions. I have these workflows: Deal Enrolment when <Unique ID Field> is empty, which populates it Quote Enrolment when Create Date is known, wipe <Unique ID Field> on associated Deal (then #1 kicks in to re-populate with re-enrolment) But what's missing is when a Quote is "Recalled & Edited" or re-publish. Until today, re-enrollment criteria only existed for contact-based workflows. check for a new contact NOT being created by a form. Enrollment trigger: Contact gathers a certain number of HubSpot points. Add a “Set Contact Property Value” activity to. Hi @russellmasters,. 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. 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. One key example: We want to track the "Time of Last Call Connected". Contacts cannot be enrolled in a workflow more than once at a time, so. In company workflows, you'll now see an enrollment trigger category for List Membership. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Generally, there are different properties you could use for this but **bleep** is in the detail. . It seems that I am not enrolled even tho I meet the trigger. . Use re-enrollment triggers to allow records to be re-enrolled in your workflows. Why is this?Re-enrollment. The first and only action in this workflow would then be the "Set property value" action. Step 3: In your HubSpot account, navigate to Automation > Workflows to create a new, contact-based workflow. Yes: Create a task “Ask owner for status update,” assign to sales manager. Just click the orange button in the top right corner and you'll see the options. Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. Best regards! We use cookies to make HubSpot's community a better place. I contacted HubSpot support and they said it was due to a backend limitation. 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. HubSpot Ideas. 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". ). To learn more, and. . I see that a CTA could not be used for re-enrollment in a workflow. Set up the trigger, then click Apply filter. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. If you’re unsure why an object was suddenly. If that's the case, you'd also enable re-enrollment as shown in my screenshot. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. I am told. They will remove the contact from the same workflow. . (This is preset based on the date you chose on the previous screen, but can be edited. Set the criteria for the list, so that the contacts automatically gets added to the list and therby triggering the workflow. Add a delay to the workflow. The other two options would work as well, virtually the same thing in this scenario. expired. So Whenever a quote is "published", we expect our sales team to attach Purchase or. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. To do: Use ”Is known" as an enrollment and re-enrollment criteria. amount is changed, using the 'Amount is known' enrollment trigger would be a better. . On the enrollment trigger action, you'll find the re-enrollment tab where you can set re-enrollment: re-enrollment . It would be great to export the data that you see in the history tab of the workflows, including dates of contact enrollment, meets the goal, finishes the workflow, who has errors, etc. This trigger could be used for Re-enrollment . It seems that I am not enrolled even tho I meet the trigger. There is no way to turn this off. If a record is already syncing between HubSpot and Salesforce, then any new campaign enrollment on the Salesforce side syncs back to HubSpot. Will step 2 stop subsequent 5 min delay. If the user logs in, and then waits another 30 days, the email should fire again. 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. 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 . 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's drag and drop email editor provides an intuitive interface to scale your email marketing efforts for your business. 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. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. This is particularly useful for integrations that take contact data and display them in a different interface. Hi all, i've a question with workflow enrollement. ” 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. You're sending an event from your custom app to HubSpot, which then fires an email. If it is you push them into the "reminder workflow" - the "Enroll in another workflow" action is treated as manual enrolment, so a contact can get "re-enrolled". The sales rep would then manually enroll each eligible contact in the correct sequence. As the number property is automatically maintained by HubSpot, that will retrigger the workflow.