Hi
I created a workflow yesterday, well a few actually and it copied the address from Company Record, to the respective contacts, all 14,000 records. Today I manually created a company first, then created a contact within the Company Record. I expected Hubspot to refresh the Contact Record and automatically pull through the Address from the Company. It hasnt. I have manually done a refresh and it still hasnt pulled through the address. Clearly I have done something wrong here?
Hi @JGray30,
Can you pleaes share a screenshot of the enrollment criteria and re-enrollment settings of your workflow?
Best regards
I think it is to do with Enrollment. Because all the data was existing, I selected it to update all the Contact Records on the system, which it did.
I think I now need to change the enrollment to records going forward? I am in workflow area now and cannot see where I can change the behaviour of enrollment on the actuall workflow
I selected the above which worked fine, I now need to change it so that any new records created are autom populated from the Company down to assocated contacts. Hope that makes sens.
Hi @JGray30,
It’s impossible to say without having seen the workflow enrollment criteria and re-enrollment settings. Can you please share screenshots of both?
Not to worry, I have cloned the workflow, and at the point of review changed my option to only enroll contacts who meet the trigger criteria after turning on the workflow. Easiest Option rather than tryping to mes about with settings. Ihave searched on youtube and cant find a solution
Many thanks for your help 
Hi @JGray30,
I’d strongly recommend reviewing the enrollment triggers and re-enrollment settings as there is a high likelihood there not finetuned to your requirements.
In any case, if you consider it solved and closed, it’s solved and closed.
Have a great day!
How do I set up this trigger? I can’t figure it out @karstenkoehler
