Hi @jdtingay ,
Based on what you are trying to achieve, I reckon HubSpots new Target account functionality might be able to help you potentially. The link below shows you how to assemble a workflow just like the one you are looking for and goes over the new functionality.
I hope this help?
Dan Currin
Co-Founder
OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps
