Hello Everyone,
Curious if anyone knows a good critiera to use for re-enrollment since meeting outcome can’t be used. Need to move the deal stage based on the outcome, but running into an issue since reschecdule doesn’t cause the deal stage to move.
Hi @JWills8,
My favorite workaround here is via lists: You can create an active contact-based lists that filters for Activity properties and specify that contacts should enter the list when they have at least one associated activity with an activity date less than 1 day ago with a specific meeting outcome. Contacts would leave the list after 1 day at the latest, re-entering when they meet the criteria again.
Since contacts leave and re-enter the list, you can use the list as re-enrollment trigger for your workflow.
Best regards!
Hi @JWills8,
My apologies, I had missed the fact that this was a deal-based workflow. Yes, re-creating it as a contact-based workflow is an option but means that all deals associated to the contact will be updated, not just the one you intended to enroll originally.
If you want to stick to the deal-based workflow, the setup gets a bit more complicated. You would create a contact-based workflow based on the list and set a property of all deal-based workflows which is used for re-enrollment on the deal workflow (e.g. a single checkbox Deal re-enrollment). A separate deal-based workflow would have to clear this property shortly after it is set to make sure it can be set again. Your original workflow can use the shortly checked box to re-enroll the deals.
Let me know if you have questions about this!
Hi @JWills8,
Good news, this is now a lot easier with meeting-based workflows 
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Meetings in Workflows
What is it?
Meetings properties and automations are now available in workflows to help save time and automate tedious work!
Why does it matter?
Workflow automations can be created based on meeting bookings and meeting properties to save reps time and help progress deals forward.
How does it work?
When creating any workflow, users will now have access to any created meeting records and any properties on those meetings to use in automations.
Navigate to Automation > Workflows and click “create workflow from scratch”.
You can create a workflow that triggers when a meeting event is created by selecting Data values > Record created.
Select “Meeting” as the object for the trigger.
Complete the provided steps to define eligible records and re-enrollment settings.
Add any additional criteria to your workflow trigger (e.g. only trigger the workflow when call and meeting type is “discovery” or “demo”). You can also add additional criteria for objects associated to the current meeting (e.g. the associated contact or company).
Continue to build your workflow by adding any actions that should be completed when the meeting is created.
For example, you could choose to create a deal record anytime a demo meeting is booked and automatically assign the deal to the meeting owner.
Who gets it?
Marketing Hub Professional, Marketing Hub Enterprise, Data Hub Professional, Data Hub Enterprise, Sales Hub Professional, Sales Hub Enterprise, Service Hub Professional, Service Hub Enterprise, Smart CRM Professional, Smart CRM Enterprise
Best regards