Enroll in workflow if custom contact property changes

Marketing & Content Hub Lists, Lead Scoring & Workflows
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Hello everyone, I’m struggling to figure out how to create this workflow. We are an insurance agency and have a fair amount of monthly customer churn. I would like to create a win-back workflow that is centered around a custom property. It would go like this:

  1. If a contact has at least one active policy, don’t enroll
  2. If a contact switches to zero active policies (custom contact property) and now has 1+ inactive policies (custom contact property), enroll in win-back workflow
  3. If we are successful and re-convert them and active policy =1+, then unenroll.

What I can’t seem to wrap my head around is how to set the trigger to say if the property ever changes.

Thank you so much for any guidance!

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Hi @domcorriveau,

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, this could be more intuitive.)

This workflow, for example, would enroll and re-enroll contacts whenever there is an update on their Phone number:

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(I’d always recommend thoroughly testing this behavior, especially if this is a critial workflow.)

Hope this helps!