Hi Hubspot Fam !
I’m trying to do a workflow where the trigger happens when there is a meeting outcome is “scheduled” and the end time is in the past so the sales can update the outcome. How would you do it ? I tried with the activity date but all I can put is a date and not a “is in the past”. How would you do it ?
Hi @Lord_Ops_Alex,
List filters provide more options than workflows filter; the workaround would be creating a list with your desired filters and then enrolling contacts into the workflow based on membership in the list.
Here you have the typical more than / less than filters:
For meetings in the past, you could set it to “is more than 0 days ago”.
(When you design your workflow, make sure to think through how re-enrollment should work. If contacts should re-enroll, you have to make sure that your list criteria also make a contact leave and re-enter the list, should they re-meet the criteria. Otherwise re-enrollment based on the list won’t work.)
Best regards!
