topic Re-enrollment issue with Company associated with Activities in Tips, Tricks & Best Practices

Re-enrollment issue with Company associated with Activities

Albus_Bui — Tue, 18 Feb 2025 13:55:03 GMT

Hello all,

I created a workflow to mark the timestamp of Latest QBR meeting date (on the company record) whenever the company's associated QBR meetings were marked as completed.

However, the workflow didn't allow my criteria to be re-enrolled.. Could anyone please kindly explain the reason so that I can avoid for future cases? And in my case, what would be the right way to set a timestamp for one company record based on its associated activities?

Thanks a lot!

Re: Re-enrollment issue with Company associated with Activities

karstenkoehler — Tue, 18 Feb 2025 14:01:29 GMT

Hi @Albus_Bui,

This is indeed a limitation of enrollment in workflows. The best workaround is to create a company-based list that mirrors your enrollment criteria – and also "Activity date is less than 0 days ago". Companies will enter the list when they meet the criteria, then leave it again due to the date filter.

You can then use this list for re-enrollment in your workflow.

(That means that re-enrollment is limited to once per day, unfortuantely.)

Best regards!

Re: Re-enrollment issue with Company associated with Activities

Albus_Bui — Wed, 19 Feb 2025 12:22:50 GMT

Thanks @karstenkoehler !

Re: Re-enrollment issue with Company associated with Activities

MRess — Fri, 21 Mar 2025 17:38:56 GMT

@karstenkoehler I stumbled upon this question and response today. It seems workflows don't allow re-enrollments based on list membership for Companies: https://knowledge.hubspot.com/workflows/add-re-enrollment-triggers-to-a-workflow.

Did you find another workaround @Albus_Bui to ensure your QBR Dates are updated everytime there is a new QBR meeeting?