Workflow automation

JCrawford8 — Mon, 23 Dec 2024 03:28:51 GMT

Hi Hubspot!

I'm looking to set up a workflow that is triggered 7 days after a new contact is made, only if they have not had a connected call logged.

Is this possible? Please help

Re: Workflow automation

karstenkoehler — Mon, 23 Dec 2024 05:27:47 GMT

Hi @JCrawford8,

Yes, you would specify the logged call as a workflow goal. Contacts would not enroll if they meet the goal. Additionally, you would enroll contacts 'When filter criteria is met' > 'Create date is more tha n7 days ago'.

You could further specify call type, outcome, date etc.

Best regards

Re: Workflow automation

Jigar_Thakker — Mon, 23 Dec 2024 06:48:05 GMT

Hi @JCrawford8 ,

To create a workflow that triggers seven days after a new contact is added, but only if no connected call has been logged, follow these steps:

Navigate to the Workflows tool in HubSpot, click Create workflow, and choose Start from scratch.
Set the enrollment trigger to Contact properties > Create date, configured to trigger seven days after contact creation.
Add an If/Then Branch: Insert an If/then branch to create a condition for checking the contact's call activity.
Set Activity type to Call and Call outcome to Is not any of connected outcomes like "Connected" or "Left voicemail."
Review and save the branch conditions to ensure only contacts without connected calls are identified.
Add follow-up tasks, reminders, or other actions for contacts without connected calls and configure separate actions for those with connected calls.
Verify the workflow setup, ensure it aligns with your goals, and activate it to start automation.

For your reference:

https://knowledge.hubspot.com/workflows/create-workflows

https://knowledge.hubspot.com/workflows/use-ai-assistants-in-workflows

If this helps, feel free to mark it as the solution ✔️ and give it an upvote 👍 !

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Workflow automation

Re: Workflow automation

Re: Workflow automation