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. Hey @lasseschou, to get on the same page, I'd like to reiterate what you're looking to accomplish. 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. Hi @BrettloweAUS, You could do this by adding "Last contacted date" as a re-enrollment trigger ( the last time a call, email, or meeting was logged on the ticket ). . Hi , This is how you can achieve that: Add an additional filter to your enrollment criteria, specifying that the Deal stage of the associated deal is none of [anything from invoice sent to fully enrolled]. 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. However, you might want to use re-enrollment for certain kinds of automation, such as setting contact properties when they take certain actions. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. When I add an if / this branch, based on the categories, it works fine the first time. Add the “Send Email” activity to the 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. Add a “Set Contact Property Value” activity to. Delays and actions are based on the action before it, not the lead's enrollment date. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . Contacts already met the workflow goal. That way, our sales manager isn't innundated with multiple notifications for a given contact who re-visits multiple times a day. 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. Could you share a screenshot of your workflow? Also, could you maybe test this on yourself, opening a page, accepting the cooki. In the workflow editor, click the + plus icon to add an action. Set the criteria for the list, so that the contacts automatically gets added to the list and therby triggering the workflow. 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. 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. 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. However, contacts. Any deals with an associated product that's been discounted more than 10% could then enroll in 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. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. HubSpot Updates. If so, I call an API which redistribute contacts in others classics worflows with manual re-enrollment. In your HubSpot account, navigate to Automation > Workflows. When a value changes, the deal will reenroll in the workflow. In which case, you can build a list of contacts who have completed specific workflows in the list builder. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. If you use HubSpot payments, your fees will be 2. 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. 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 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. Solution: Workflow weekly to send reminders. You can see this in the line "Ignored a request to enroll a record which is already enrolled". If you select one property for re-enrollment, an. You then check what the status is, i. CRM & Sales Marketing Service RevOps & Operations Commerce3. Something to keep in mind: The email. Enrollment Triggers. We're uncovering those tools. Allowing Workflow Re-Enrollment for Company Properties Allow company property changes to re-enroll contacts into workflows. As per this HubSpot Knowledge Base article, it's not possible to use Activities (including Tasks) as workflow re-enrollment triggers. 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. My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. When meeting certain criteria in workflow A, contact is. In your HubSpot account, navigate to Automation > Workflows. It would also be possible using a webhook and serverless function. This can be achieved with a deal-based workflow instead of a contact-based workflow. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. Hi, I have created two workflows one for that include conditions of Contact Properties and the other includes Company properties. workflow enrollment criteriaClick the name of the workflow. This is what they suggested: 1. Select a contact to enroll. 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. Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". 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. Out of the box, without custom development, workflows do not have any cap / throttling features. We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then contacts will not enroll into your workflow. Any idea how this could be resolved. In the right panel, view the record's workflow history. Add a delay to the workflow. Workflows enrollment delayed. From this workflow, we. Then I get the workflow overwhelmed because sometimes a deal didn't even finish the WF, he is re-enrolled and. 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. We have it set up so a task goes to someone anytime the deal close date changed in the last 1 day. Enable re-enrollment by selecting the checkbox "Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs. 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. Select the triggers that will be used for re-enrollment. 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). To further refine your trigger, click Add refinement. ----- 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. 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. 2. For example, enrolling a contact into a contact workflow, every time a contact property value changes. This one is similar to the suppression list, except that goal lists serve a different purpose. Learn more about the Workflows API in the Workflows API overview . If you’re unsure why an object was suddenly. (understatement) - see Add re-enrollment triggers to a workflow. Learn more about how refinement filters apply to re-enrollment. 181 Upvotes. . In this HubSpot tutorial, we will walk you through how-to add re-enrollment triggers to a workflow in HubSpot. We use cookies to make HubSpot's community a better place. When working on some more advanced workflows within HubSpot, I realized that you can only re-enroll contacts based on specific criteria. 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 . Required Parameters. 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. Any time a re-enrollment trigger condition is met, the record will re-enroll, regardless of date ranges or the number of previous occurrences. To learn more, and to see a full list of cookies we use,. 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. This is applicable when the object, workflow type and property type are the same. In the left panel, select Contact-based and Next in the top right. Why is this?Re-enrollment. 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. Until today, re-enrollment criteria only existed for contact-based workflows. All. When you re-enroll a contact in a worklow, and this re-enrollment fails because the contact is already in the workflow. Using List membership filters in other lists and custom reports. And these ads are from a year back, so they may not always be the first or last seen pages. Please note: deals can't re-enroll based on line items. We have a workflow in place for new contacts, which includes rotating the contact owner. e. We would like to trigger a number of things based on the. 4. The property won't contain the selections from previous submissions anymore. 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. Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide. You're in good company. Allow merged deal to enroll in the deal type workflow. 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. The workflow is activated and everything is tested. In few cases, signature of the customer is not required, so quote will be moved to "Published" status directly. I know that some propertie. Jun. Blogs Knowledge Base right Chat & Automation right Workflows right Workflows | Frequently Asked Questions Workflows | Frequently Asked Questions Last updated: June 8, 2023 Available with any of the following subscriptions, except where noted: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise By default, once you've chosen to allow contacts to be reenrolled, contacts are automatically eligible to be reenrolled manually. 1. Contacts cannot be enrolled in a workflow more than once at a time, so. " 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. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. 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. Help other HubSpot searchers find this post quickly by accepting this solution today. In the left panel, select the when an event occurs. When I add an if / this branch, based on the categories, it works fine the first time. ). 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. Whether you can use an enrollment trigger for re-enrollment depends on the type of trigger and operator. I recommend creating a separate workflow for each contact owner with a meeting link. Hi all, Just wanted to confirm some information about the use of the Enrol in another workflow action, within a HubSpot Workflow? If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i. OAuth Access Token. 1825 days. (uber important) - see image excerpt . 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. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. Hi all, i've a question with workflow enrollement. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use the forms of GoToWebinar and send the registration information via the integration into HubSpot. If HubSpot is logging emails from your ERP system, you could leverage the "Contact Property" of "Last Email Subject" or "Recent Sales Email Subject" or another relevant email logging property to trigger the workflow. 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. English English Español Português FrançaisPart 2: Create Workflow . I am told. User-Agent. Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. Discussions. It is possible to set up workflows based on meeting and call criteria. Actions are functions that the workflow will execute for enrolled records. . When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. To edit an existing workflow, hover over the workflow, then click Edit. For example, enrolling a contact into a contact workflow, every time a contact property value changes. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. In the dialog box, hover over the sequence and click Select . In the upper right, click Enroll. If you want the workflow to trigger whenever Last modified date changes, you should change the enrollment criterion to "Last modified date is known" and enable re-enrollment for it. 1. Hi @Bob2245, "Create date is known" is the most immediate and easiest way to "catch" and enroll all new deal records. Hi , This behavior can be achieved with an additional custom property and an assisting workflow. 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. From the workflow editor, you can check which actions require changes or have encountered errors. Click the Settings and notifications tab. Only properties of the same object can be used in a workflow for re-enrollment, e. Hi, we're running a workflow that updates information on a contacts record when a meeting has been booked using the Hubspot calendar link. Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. 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. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. In the left panel, select the when an event occurs. I have a schedule workflow which I enroll contacts only one time. 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. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. Once you have your enrollment trigger set to be for the specific contact owner, you can c lick the plus icon + to add an action. Instead of using the test feature, I then set both workflows live – effectively they can only enroll one record (myself). . Need help choosing a plan? +1 (857) 829-5060. 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. 1. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. This allows you to take the appropriate actions to test out the different branches. CRM & Sales Marketing Service RevOps & OperationsEven Hubspot support themselves didn't know that. If this is something you need to do on a semi-periodic or ongoing basis, you can set up the HubSpot workflow to fire, based on specific data you import. 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. The issue we have is as. CRM & Sales. English English Español Português FrançaisMistake #1: Incorrectly Using Goals. When a contact meets the set goal, they’re automatically unenrolled from the workflow. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. You can use SureTriggers to automate repetitive operations,. Create a workflow to deliver the email. My approach to a solution would be a main workflow and a second workflow which in. 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. g. Or, learn how to create a new workflow. The workflow is not turned on. This currently works fine. HubSpot interprets "is known" as "has changed", too. In company workflows, you'll now see an enrollment trigger category for List Membership. when i first turned this on, i put every day at 3 am. Question 58. trigger is " job title is known". If a contact that you expect to enroll in your workflow is not being enrolled, here are common reasons why. Contacts already met the workflow goal. Start from scratch; Center on a date; Center on a date property. To do: Use ”Is known" as an enrollment and re-enrollment criteria. Set your enrollment triggers, then click + to add an action. See all features and limits. Hi , HubSpot does not have any feature that lets you re-enroll "unsuccessful" contacts. A solution I found with a HS support person is very similar. Workflow events will be listed in descending order, with the initial enrollment at the top. 2. 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 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. People don't seem to be triggering the. We have tried to set up a workflow based on company and deal properties that copies over a piece of information from the company to deal upon deal creation. Just using the endpoint to enroll allows my contacts to be re-enrolled to the workflow via the API endlessly. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. In which case, you can build a list of contacts who have completed specific workflows in the list builder. If the step changes, the option to call it is still "NO" and the workflow ends. Enter a name for the workflow, then click Create workflow. 1. 4. HubSpot is trusted by over 184,000. Hi @johnhenry,. 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. 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. In your HubSpot account, navigate to Automation > Workflows. HubSpot is a customer platform with all the software, integrations, and resources you need to connect your marketing, sales, content management, and customer service. Date cannot be re-enrolled in Workflow SOLVE Hi Folks,. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. My last resort i. Thanks, Nicu Excellent, thanks, Frank. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. If contacts were enrolled in the workflow but did not receive a specific email action in the flow, thus showing as having "completed the workflow," the best way for us. 5% per transaction. Contact Forms. Ok, but that sounds like the solution then. You can then use this property for reporting or list building. 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. (Yes, this could be. In. Is it possibile to set a specific set of time to enroll a workflow? For example, workflow start only on the weekend or on monday and thursday. 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. 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. Click on the “Create Sequence” button. HubSpot interprets "is know" also as "has changed". The company workflow would already have done it's job. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. There are multiple types of workflows in HubSpot based on your end goals. 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. . 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'. Why is that? I am running a CES workflow and want to send the customer regularly a survey. Contact Owner is XX and 2. This is what they suggested: 1. In workflows, enroll up to 100K records per day per sandbox. Auto-suggest helps you quickly narrow down your search results by. (The exact list criteria depend on your workflow actions. WF: waiting for event #1. Inactive), Last month of billing, 12-month rolling revenue, etc. If it's known, you would send the record down a path where. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. Without this option turned on, the only contacts HubSpot will. Hi @domcorriveau,. if job title is know then i have branches for each of the personas: if title is x, persona property is y. . Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. Create a contact-based workflow with the enrollment triggers - ‘Form Submission > [Name of Form] > has filled out form on Any page’ AND ‘Contact Properties > [Name of Property] is Known’ This will ensure that the property has been populated before the contact enrolls. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 3. 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. So every time this property changes a contact gets enrolled. Enrollment triggers are only checked by HubSpot when one of the referenced properties changes and the remaining triggers still hold true. ) 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. 2. . We use cookies to make HubSpot's community a better place. 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. You would have to find. To learn more, and to see a full list of cookies we use, check out ourAdd a filter / select the filter category "Workflow enrollment": You can then specify whether the contact's engagement with your workflow: (If you're looking at a list that was used for enrolling contacts into a workflow, that might not be 100% accurate as contacts might leave the workflow before completing it, due to exclusion, un-enrollment. You should see the Form Submission. To view additional details, hover over the name of the object and click Enrollment details. 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. Hi , If you add a three month delay at the end of this workflow, that would mean that they could enroll after that delay at the earliest A contact can't reenroll while still being in a workflow. If HubSpot allows users to trigger a workflow every time someone sends an. It would be great if this can be made availableBe sure enable Re-Enrollment, with "Monthly Call Task Date" as well; Create action step to Create Task; Zapier Requirements & Live Example:. Discussions. Could you explain what you're trying to achieve. Until today, re-enrollment criteria only existed for contact-based workflows. The ability to configure automatic enrollment and unenrollment for a sequence based on preset criteria. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. We use cookies to make HubSpot's community a better place. ). Here you'd set the company enrollment trigger to "Company owner is known" and "Collaborators is known". Hi @russellmasters,. Enroll on "Last modified date is after XX date (XX date = Any date in the past) 2. That's it. Re-activate WF. To learn more, and to see a full list of cookies we use, check out ourCreate workflow from form submission. 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. Thanks . Here are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. All of your goals sound possible with workflows except maybe your second point, but it. We use cookies to make HubSpot's community a better place. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. However, the second time a lead fills a form, regardless of the form the lead fills, the workflow. Enroll list in workflow. " Click "and" one more time to select "has completed workflow. The second option is to work with re-enrollment only. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. Click the plus icon + to add an action to the workflow. Hope this helps. To provide some more context, I was trying to have contacts re-enroll based on. 4. ) Reply. This is working for the majority of users, bar 1. Creating ads audiences with contact. Hope this helps. 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". To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. The way to work around this is by either creating a workflow of the other object (in this case a company. Currently no company properties. When a contact meets the set goal, they’re automatically unenrolled from the workflow. Hi @DrewLacy, This can be achieved with a deal -based workflow instead of a contact -based workflow. Kindly, Pam. g. For example, you can set up your workflow to enroll based on a filter of Discount % is greater than 10. It would be super helpful to allow for re-enrollment in a workflow where "contact property is unknown". Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. 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. 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. Best regardsIt was the case that a contact filled out a form with his primary mail address, however, he was not enrolled in the marketing workflow with his business address. How to create a HubSpot workflow using a template. In the actions panel, select Unenroll from sequence . I have a workflow to segment my audience in personas. . The enrollment triggers will be when "Create date" is "known" and when "Last modified date" is "known. HubSpot Partners solution:. 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. For some reason, all of the "Is known" attributes are not eligible for re-enrollment. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. It doesnt' show up on the. This data is updated in custom fields on the company, e. ('is known' is equivalent to 'has changed' in HubSpot workflows. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. 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 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This is applicable when the object, workflow type and property type are the same. 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. The workflow is not turned on. The association between company and contact is irrelevant for the enrollment of your workflow.