Company to contact lead status workflow to reenroll contacts

Marketing & Content Hub Lists, Lead Scoring & Workflows
1

It’s a pain to manually update contact lead status when company lead status has changed, and there is no way for a workflow to do this. A workflow can be set once to retroactively change it, but it doesn’t allow them to be automatically reenrolled.

The HS person I spoke to said" "I see why this contact didn’t get the lead status changed I see what happened here is that the contact got enrolled but when the lead status got changed for the company it didn’t re enroll again in the workflow since the trigger Contact is associated to:

Any Company And associated Company has all of: Create date is known it can’t be used for re enrollment as indicated here in the knowledge base article It’s not exactly an error but more a condition. I see that currently the option that would be available will be to manually re enroll the contacts in the workflow since it is working as designed as the system doesn’t allow the current trigger to use as re enroll. I think the best option here would be able to build a list of contacts that need to be re enrolled and have them manually enrolled with the list option.

2

Hi @prillytee

If you want to change a contact’s lead status when the associated company’s lead status changes then using the “create date” trigger just won’t work and is in fact the wrong way of doing it.

My two cents on this are:

  • Seeing you always speak to a contact at a company and never to a company the direction of syncing should be from contact to company. That’s assuming you want to sync that information, personally this lives at the contact level I’ve never used lead status for a company, as there are better ways of doing this.
  • For your scenario the enrolment trigger should be associated company has a “company lead status” is known, which allows for re-enrolment.

Frank