Workflow re-enrollment - Contact based

Smart CRM & Sales Hub CRM
1

Hello,

Is there a way to re-enroll a Contact based workflow that copies a property from Companies module, when that property changes on a specific company?

So, the enrollment part works perfectly, but re-enrollment seems to lack - based on the same property.

Any idea how this could be resolved? Much appreciate it!

2

Hi @niculeica,

Could you please specify which property value you want to copy? What is the starting object (contact/company), what is the target object (contact/company)? What’s the name of the property? When should the workflow re-trigger, based on what?

Best regards

3

Hi, @karstenkoehler,

It is Type that I’m copying from Company to Type on associated Contacts. What I’m chasing is sycing Contact Type, when Company’s Type changes.

So the workflow should re-trigger each time the Company’s Type changes.

Thanks,

Nicu

4

Hi @niculeica,

This would be a company-based workflow, enrolling companies when “Type is known”. You would enable re-enrollment for “Type is known”. (HubSpot interprets “is known” as “has changed”, too.)

This enrollment would be followed by the copy action (“Copy property value”).

Does that answer your question?

Best regards

5

Thank you, @karstenkoehler! Yes, that works. It’s just the way the instruction in the workflow is formulated that’s a bit confusing, as it says “Copy company property Type of the associated contacts labeled All contacts to Type”. Doesn’t particularly say in which module it copies it, I guess.

Have a good one, thanks again!