Hubspot workflow re enrollment. Set event enrollment triggers. Hubspot workflow re enrollment

 
Set event enrollment triggersHubspot workflow re enrollment  The second workflow would look like this

Based on the categorie of the form, do multiple stuff. HubSpot's drag and drop email editor provides an intuitive interface to scale your email marketing efforts for your business. However, you. To provide some more context, I was trying to have contacts re-enroll based on. Customer Health Score. Workflow 1 is correct. . Not testing your workflow before turning it on. For example, enrolling a contact into a contact workflow, every time a contact property value changes. To learn more, and to see a full list of cookies we use,. Contacts can also be entered manually with a list. With Today’s date is unknown, new records would enroll into the workflow. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. Hi You can build your workflow using 'time of last visit - is known' as your renrollment trigger. In which case, you can build a list of contacts who have completed specific workflows in the list builder. That way, our sales manager isn't innundated with multiple notifications for a given contact who re-visits multiple times a day. Enroll list in workflow. ). 4. 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. This allows you to take the appropriate actions to test out the different branches. _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. . HubSpo. Hi , My apologies, I had missed the fact that this was a deal-based workflow. " Choose the specific triggers you want to utilize for re-enrollment. Think of it like an “unenrollment” trigger. 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. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. 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. The second workflow would look like this. My problem: I enroll/re-enroll deals in a workflow based on several triggers (OR conditions) that sends a Webhook. CRM & Sales Marketing Service RevOps & Operations CommerceStep 1: Choose your workflow’s object and type. So in short, we'd like to unroll users after a while. You may be aware of this already: Currently your workflow will only enroll a company if both the Company owner and Collaborators. Whether you can use an enrollment trigger for re-enrollment depends on the type of trigger and operator. Any idea how this could be resolved. 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. 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. Inside my email to test the trigger and the email that is meant to be sent it does not work. Click the name of your workflow. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. In the upper right, click Enroll. This is applicable when the object, workflow type and property type are the same. In the workflow editor, click the + plus icon. 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. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. Actions are functions that the workflow will execute for enrolled records. We use cookies to make HubSpot's community a better place. However, the trigger criteria is to submit a form and when testing it the workflow won't work. To filter the enrollment history, click the date picker and select a pre-selected or custom date range. Use HubSpot's workflows to automate business processes and be more efficient. The property won't contain the selections from previous submissions anymore. The "login" is an event we push in via the Timeline API, and when tha. Workflow A sends an email with a download link to contacts that submit a form. If another company is added, it would enroll as a new company. 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. . If you trigger a workflow by that, you could use the internal notification workflow action to notify a user about that change. 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 or not, it is mandatory to. 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. 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. In just one click, HubSpot's VoIP (Voice over IP) software connects you to. Add a “Set Contact Property Value” activity to. In the actions panel, select Unenroll from sequence . We use cookies to make HubSpot's community a better place. Re enrollment based on Property update. 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. (Yes, this could be. So Whenever a quote is "published", we expect our sales team to attach Purchase or. That would be a "set property" action to set the deal stage, which should accomplish a similar goal. Are you sure that. Workflow enrollment details are not clear when the enrollment is coming from another workflow. 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. Click the Settings and notifications tab. Workflow & Deal Stage 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. We use cookies to make HubSpot's community a better place. When using the property filter is known for re-enrollment, objects can re-enroll. There's the set up for Contact workflow (sceenshot), but there's no this option in the deal type workflow, which will be very useful if we can. (understatement) - see Add re-enrollment triggers to a workflow. It would be great if this can be made availableI recently started a email nurturing campaign. Hi Re-enrollment triggers cannot be refined by date or number. Following the delay, Today’s date will be set to the date of step. Pretty sure the best way to do it is using 'is known' and having re-enrollment allowed for it. 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. To search for a specific object, use the search bar and. I recently started a email nurturing campaign. In this example, only contacts with a HubSpot score between 10 and 30, and a Lifecycle stage that is not equal to Customer, will be enrolled. You can set up a workflow manually as an alternative to having a re-enrollment trigger. HubSpot will then trigger re-enrollment when the value in that field changes and check whether all enrollment criteria still hold true. For example, enrolling a contact into a contact workflow, every time a contact property value changes. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. Sometimes our properties clear out via the API sync and we need to re-enroll them back into the WF to update that property. I'd recommend going by "Number of session" (the number of sessions the contact has had on your website, this is automatically set by HubSpot for each contact). Servers cost. At the moment, it’s only possible to enroll an object into a workflow once based on another object’s properties. However, we've consistently noticed a delay between when a contact is created and when they are enrolled in the workflow. If it's known, you would send the record down a path where. Frank's correct that these kinds of enrollment evaluations are happening all the time. 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. In the list, you would filter for contacts associated to an email activity with the corresponding subject line. This is working for the majority of users, bar 1. Because of how HubSpot workflow re-enrollment works, it's not necessary to check the 3rd and 4th re. . Next, create a workflow. How to use. 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. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's not working. Hope this helps. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. 2. HubSpot Partners solution:. Learn more about the Workflows API in the Workflows API overview . . Right @lasseschou , the contact would not continuously re-enroll just because the condition that the event occurred was less than 2 days ago. If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. Question 58. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This can be done by adding an additional enrollment criterion "Email is any of [my email address]". Add more Enrollment Triggers if needed. See moreNov 6, 2023In the right panel, navigate to the "Re-enrollment" tab. Enrollment triggers: Let me know if. When you re-enroll a contact in a worklow, and this re-enrollment fails because the contact is already in the workflow. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. It seems that I am not enrolled even tho I meet the trigger. A customer health score is the best metric to help you determine whether a customer is planning to stay with your brand or leave your brand. Inside my email to test the trigger and the email that is meant to be sent it does not work. When I add an if / this branch, based on the categories, it works fine the first time. Neglecting the user experience. This currently works fine. In which case, you can build a list of contacts who have completed specific workflows in the list builder. For example: If a re-enrollment trigger is based on list membership, a contact will re-. Even when I manually try to enroll my work contact, it will not work. 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. Workflow Re-enrollment based on page visit. If you can share screenshots of what. (This is preset based on the date you chose on the previous screen, but can be edited. This one is similar to the suppression list, except that goal lists serve a different purpose. Thankfully, your CRM and marketing automation can go hand-in-hand. Best regardsHi @JRudowska,. The sequence editor will open up and see a blank canvas. Contacts already met the workflow goal. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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. We would like to do the following: 1. Make sure that you have re-enrollment enabled. 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. 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. 1825 days. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Kindly, Pam. 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. So if you have create a contact-based workflow, you cannot. This is impossible to do without re-enrolement allowed on activities/engagement actions. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. . . It will do the job every day. Hi @mmetros . 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. Discussions. Review the reports of your recipient engagement and delivery data, along with email performance data over a given time period. The first and only action in this workflow would then be the "Set property value" action. From the workflows tool, you can create a workflow from. One key example: We want to track the "Time of Last Call Connected". 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. CPQ—configure, price, quote—makes tracking deals, attaching line items, and building quotes one streamlined selling process. One way to approach this is to look at this from the angle of a contact-based workflow instead of a deal-based workflow and create tasks when "Date of last meeting booked in meetings tool is known" (and re-enroll based on. . When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. 2. As you said, what i expect to happen is, If there is a deal in the pipeline "MX Registro Plataforma", you don't want to create a new deal there. Contact date property. It would be super helpful to allow for re-enrollment in a workflow where "contact property is unknown". How to create a HubSpot workflow from scratch. Since we use this to offer specification sheets, re-enrollment is enabled. 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. I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal. In the workflow editor, click Set enrollment triggers. 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. ” 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. The trigger can enroll each deal only once. The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . when i first turned this on, i put every day at 3 am. If HubSpot allows users to trigger a workflow every time someone sends an. then I changed to anytime. 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). 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. I've talked with the support team and this was expected behaviour. ) 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. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating. Inactive), Last month of billing, 12-month rolling revenue, etc. Allow company property changes to re-enroll contacts into workflows. Your best option is usually to build a contact-based list that contains contacts which were enrolled in the workflow but not successfully sent the email. As the number property is automatically maintained by HubSpot, that will retrigger the workflow. currently, we are not able to use scoring properties for re-enrollment in workflows. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll?. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , This behavior can be achieved with an additional custom property and an assisting workflow. The workflow would be contact-based fairly simple, just find Create record in the right Choose an action sidebar and select Deal:. 2) Delay until the event happens. Correct me if I'm wrong. To learn more, and to see a full list of cookies we use, check out ourWorkflow - can't solve this issues. Thanks, Nicu Excellent, thanks, Frank. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. 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. 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. . Feel free to share a screenshot of the workflow for a final check. Creating ads audiences with contact. 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. 4. 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. This would only work going forward, not historically. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Set the enrollment trigger to ‘[Property Name] is known’ - this will enroll the record whenever this property value is updated. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". English English Español Português Français Mistake #1: Incorrectly Using Goals. OAuth Access Token. I've made a modified workflow that uses the Last Contacted HubSpot contact property to do a rolling date for when its been. Once we worked with over 700+ lists in workflows didn't face any such thing. Hmm, that's not what we should be doing @lasseschou . You're in good company. I will advise you to log out from the acc and log in again, try creating wf only after some time. I see that a CTA could not be used for re-enrollment in a workflow. 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). For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is. Let's assume this is your subscription 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. We use the forms of GoToWebinar and send the registration information via the integration into HubSpot. Enroll to workflow via API. Set your enrollment triggers, then click + to add an action. I have a branch in it which check if an action should be execute. And no, unfortunately there's no way to reverse workflow enrollment. Use marketing email campaigns to share updates with your subscribers and promote special offers. 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. To learn more, and to see a full list of cookies we use,. Please note: if you're not using the drag and drop email editor, check out our guide to creating and sending marketing. Turn On the Re-enrollment switch. We would like to trigger a number of things based on the. Click Set enrollment triggers. I believe this lived in the re-enrollment tab. First, I created a static list in HubSpot that I used as the trigger for this zapier flow. I know that some propertie. Jun. Hi , The issue could be that the workflow is skipping some re-enrollment iterations when the contact is still enrolled. This is applicable when the object, workflow type and property type are the same. While they're, broadly speaking, functionally the same, a list might take a moment to populate. Enter your sequence’s name and click the “Create” button. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. Will step 2 stop subsequent 5 min delay. Question 11. 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. If you’re unsure why an object was suddenly. Action 1: Create a task “Update Close Date or mark as Closed Lost,” assign to HubSpot Owner. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. 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 . . 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. Click the name of a workflow. If a new company is added it will be enrolled in this assisting workflow once, set the single checkbox property value which in turn can be used for re-enrollment. We use cookies to make HubSpot's community a better place. Date of last meeting booked in meetings tool for example could be the recent conversion but could. They'd enroll but nothing would happen. Add the “Send Email” activity to the workflow. Allow workflow re-enrollment for deal properties. developers. To do: Use ”Is known" as an enrollment and re-enrollment. Source. Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. By default, records are only enrolled in workfl. You would al. We have found that it works with the workflow: - "If the Status of the ticket is either On Hold (Pip. I've got this working checking both "Create Date is known" and "Quote Approval Status is known" (both can be used for re-enrolment) and it picks up creations and recall+edit actions, with some additional logi. Best regards! Hi In my opinion must be re-enrolled yes, because I understand that if the customer accessed and put in the cart, he has a% chance of return and purchase. Turn on suggestions. Then, select the "Create Record" action. Use re-enrollment triggers to allow records to be re-enrolled in your workflows. Select the triggers that will be used for re-enrollment. " 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. Re-enrollment. In the workflow editor, click Set up triggers. At the beginning of your nurturing workflow, use the "Set property value" workflow action to set the property value to "Yes". amount is changed, using the 'Amount is known' enrollment trigger would be a better. For more on Enrollment Triggers, visit here. You can use "Number of associated deals is known" as a re-enrollment trigger. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. In your first screenshot, you're choosing to only enroll contacts who meet the criteria after turning on. It is possible to set up workflows based on meeting and call criteria. " I have two enrollment triggers - 1. Now,. 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). We use cookies to make HubSpot's community a better place. I have a few important evergreen workflows that set attribution and assigns MQLs. 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. In your HubSpot account, navigate to Automation > Workflows. HubSpot interprets "is known" as "has changed", too. 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. Based on the categorie of the form, do multiple stuff. Also, you should have access to HubSpot Technical Support if. Or, learn how to create a new workflow. Is the solution to. It's sorted by most recent. Upon re-enrollment in a workflow, the record will go through all workflow actions again, including receiving automated emails. Hi Connor, What happens if I have a workflow with this enrollment trigger: "Credit refill occurred less than 2 days ago", and I add the We use cookies to make HubSpot's community a better place. Tested and it works for the deal object, pretty sure it would work for any object (contact, company, etc. The enrollment triggers will be when "Create date" is "known" and when "Last modified date" is "known. Remove from all other workflows optionin Unenrollment and suppression. 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. Change all delays to five minutes. The workflow is not turned on. These adjustments help ensure your. Re-enrollment should be enabled for both. Currently, if you have a workflow. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. You will also pay the processing fee you have agreed to with Stripe. Click the name of the workflow or create a new workflow. Hi , thanks for your reply. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. Hello team, We need to find a workflow that whenever there is a new update (internal or external) after leaving the ticket "on hold", "pending" or "closed", the ticket goes back to "open" status. For example, enrolling a contact into a contact workflow, every time a contact property value changes. status (Active vs. 3. 3) enroll in another workflow: waiting for event #2. Thank you so much for this! At this time we do not have Operations Hub Professional, so that makes sense that it isn't an option. Allow merged deal to enroll in the deal type workflow. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. Could you explain what you're trying to achieve. We use cookies to make HubSpot's community a better place. In the left panel, click Delay. To learn more, and. 4. If you’re unsure why an object was suddenly. Which I understand why that is the case. From this workflow, we. 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. Create a workflow from scratch. And yes, a longer delay would also work. . These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. User-Agent. This won't work because Contact will need to be updated more than once. Use the workflows tool to take your automation to the next level. You're sending an event from your custom app to HubSpot, which then fires an email. Thanks . Thanks for the tag @jennysowyrda!. 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. Workflow goals are used to set the overall objective of a workflow and measure how well it nurtures the enrolled objects. 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. Hi @aj. . Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. Specific date. I'm not aware of a way to achieve this, unfortunately. 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. I need to find a work around aside from manually enrolling contacts. Click the Delay type dropdown. . . In the right sidebar, click the Re-enrollment tab. Hi , If your workflow doesn't have any branches/actions for the remaining 4 industries, those would simply end up in the last n/a branch which usually doesn't have any action. Hi , Could you share a screenshot of the enrollment criteria, the re-enrollment settings and the workflow action log of the test contact? Best JavaScript must be installed and enabled to use these boards. 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. Yes: Create a task “Ask owner for status update,” assign to sales manager. WF2 could essentially check if the value has updated, and re-enroll the deal in WF1. 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. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. Step 2: Setting your workflow’s enrollment. We use cookies to make HubSpot's community a better place. I know that HubSpot api calls will retry, but. Best regards! Karsten Köhler HubSpot Freelancer | RevOps & CRM. 4. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. . To do: Use ”Is known" as an enrollment and re. 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. You would set this custom contact property to "yes" at the end of the contact-based workflow. Jul 27, 2022 12:54 PM - edited ‎Jul 27, 2022 1:02 PM. Enrol in Workflow B, the no further action; or Is the user enrolled in.