Workflows with a repeating action

HubSpot Ideas
7

Here’s a pretty simple workaround to loop workflows. I’ve built this to send internal reminder emails for one of our clients. Of course, you can replace that step with whatever you want to occur on a regular basis.

The workaround uses 2 separate workflows and a custom date property (ie. Send Date)

Whoever I manually enroll into Workflow 1 will receive the email in Workflow 2 on a recurring basis that I’m able to set using a single delay.

Workflow 1:

  • Enrollment Trigger=manually
  • Step 1=Clear the contact custom date property (Send Date)
  • Step 2=Delay action by the # of days/weeks/months you want to wait before workflow #2 recurs
  • Step 3=Set contact property value > (Send Date) > Date of step
  • Turn it on

Workflow 2:

  • Enrollment Trigger=Contact property “send date” is known; Re-enrollment=yes, when Send Date is known
  • Step 1=delay 1 minute
  • Step 2=send internal email (or whatever you want repeated)
  • Step 3=Enroll into Workflow 1
  • Turn it on

I’ve tested this by using 1 minute delays – worked like a charm.