Let’s say we have a custom object called Tours. Every time a new contact is associated with a Tour, we want Hubspot to automa…

Thanks for the tag @Jaycee_Lewis ! Hi @nickgi . Here’s my thought. We have a custom object where I work called Services. It’s …

Hi @nickgi , the workflow @danmoyle created should do the trick! :slightly_smiling_face: For the email with personalization t…

Thanks for the detailed answer! Just wondering though, won’t this send to ALL contacts associated every time it enrolls? In o…

@nickgi workflows have a setting now to *not* re-enroll, so that should take care of that.

The issue is that we need the Tour to re-enroll since people can sign up for, and be attached to a Tour at different times ov…

This might be a use case for Custom Objects, @nickgi . A Tour could be the Object, and a Contact could be associated to multip…

Thanks, @danmoyle and @Jnix284 :tada: — Jaycee

You got it, @Jaycee_Lewis ! Appreciate the opportunity and the heads up. :raising_hands:

Send email whenever new contact associated to object

Jaycee_Lewis March 2, 2023, 6:03pm 2

Hi, @nickgi Thanks for the interesting question. Hey, @danmoyle @jolle @Jnix284 @gabriel-nextiny @Phil_Vallender do you have any thoughts there?

Thank you very much! — Jaycee

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