topic Re: Workflow in Sales Hub Tools

Workflow

EWhichard — Thu, 14 Mar 2024 13:25:52 GMT

Hi,

I have run into the issue that the companies have listed their current website provider but its not going through to the contacts that are assoicated with company. I would like the contacts to also have the current web provider without having to go back through and manually do it.

does this look right?

Re: Workflow

karstenkoehler — Thu, 14 Mar 2024 13:30:49 GMT

Hi @EWhichard,

If you're not expecting the value in "Current web provider" to change, then yes, this is fine.

If you do expect that it could change, you would have to create a company-based workflow, that re-enrolls companies when "Current web provider is known" AND "Number of associated contacts is known" (re-enrollment enabled for both).

(In a contact-based workflow, repeated enrollment after a change on an associated object is not possible.)

Best regards!

Re: Workflow

Lucila-Andimol — Fri, 15 Mar 2024 11:37:45 GMT

Hey @EWhichard

I'd have done a Company WF

trigger Current web provider is known

and the copy that property into the contact record.

Why?

- if the Current web provider changes, you can always update this in the contact's record.

- If the contact is created without company or associated to 2 companies or changed companies it might not enroll/re enroll.

But you Wf could work too for the moment.