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 :waving_hand: Thanks for the interesting question. Hey, @danmoyle @jolle @Jnix284 @gabriel-nextiny @Phil_Vallende…

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…

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

danmoyle December 1, 2023, 5:15pm 6

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

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