Workflow to Enroll Contact in a Sequence based on Deal Property

Hi @Jenny26

What HubSpot subscriptions do you have?

The sequence enrolment trigger is only available in a contact workflow.

However contact workflows have limited date filter options, see below.

Working with a deal workflow would give you better filter options for the date property but no option to enrol in a sequence. But you could simply send an automated email and set recipients by association label. But that requries a Marketing Hub subscription. Have you considered that approach?

Otherwise we could work by setting a contact property (i.e. “upcoming renewal” yes/no), and use that property as an enrolment trigger in a contact workflow.

I hope that helps.

Frank