Workflow Trigger On Value Change

CRM & Sales CRM
1

So, I’d like to make a suggestion for an improvement to workflows, please.

Currently, we have a deal-based workflow that gets triggered if a property has been updated within the last 24 hours. However, when this happens, the workflow only triggers once in that 24 hour period.

So, what I’d like to see is a trigger condition of “Whenever property <x> changes”, irrespective of time period. We have an integration to an external system that runs twice daily and as a result of this, the workflow can only run once against the deal, even if there’s been two property value changes.

2

Hi @Mark_T,

You can achieve this by adding a trigger filtering for “[property] is known”. Whenever the value changes, HubSpot will recognize that change through this trigger.

E.g. if you want to trigger workflow enrollment when a deal name changes, set it to “Deal name is known” and enable re-enrollment for it.

Best regards

3

> if you want to trigger workflow enrollment when a deal name changes, set it to “Deal name is known” and enable re-enrollment for it.

This will only work if the new property value is “known”, i.e. not empty. You would have to account for an emptied field with a new trigger group.
XYZ is known
OR
XYZ is unkown

4

But won’t a property be “known” just once?

So, if Property X was empty and then has “1” in it, the workflow would trigger, because it is now known.

If Property X was “1” and becomes “2”, it wouldn’t?

If this is indeed the case, that’s contrary to the HubSpot advice I received, saying that there was no workaround for this.

Many thanks,

Mark.

5

Hi @Mark_T,

@Mark_T wrote:

If Property X was “1” and becomes “2”, it wouldn’t?

Yes, it would, as long as re-enrollment is enabled for this trigger. I’d recommend testing this yourself so you can see it in action.

Best regards

6

Hi, I gave this a try. As suspected, it only triggers once, not on subsequent changes. Reenrollent is enabled, as suggested.

To reiterate, I need the workflow to trigger each time there’s a change to the property value.

7

Hi @Mark_T,

Can you please share a screenshot of your enrollment criteria and your re-enrollment settings?

What exactly was your test setup?

Best regards

8

I am experiencing the same problem on company bases: re-enrollment doesn’t work when a company is associated with a deal and the deal changes its stage. Also, workaround is on the “black list” as "The following enrollment conditions can’t be used for re-enrollment"

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9

I’m experiencing the same thing. Any luck?