Re-enrollment issues - Looping Renewal Deal Workflow

[andyjohnson]

Hey everyone,

I'm trying to create a workflow that checks renewal deals on a daily basis, then moves them to corresponding stages in our Renewal Pipeline based on how far away their renewal date is. However, I cant get the deals to re-enroll automatically after they complete it once.  

Enrollment critiera: 

Re-enrollment criteria: 

 

The "Active Renewal" property is currently being set to "Yes" by another workflow, which is responsible for the initial creation and placement of these renewal deals in the Renewal Pipeline.

I tried adding a step at the end of the new workflow I'm creating that clears/updates that property as a way to trigger re-enrollment, but it did not work. I also setup another new workflow and had that update the property after a deal finished the main workflow, but they still would not re-enroll in the main workflow. 

I've also tried setting the main workflow to run once per day at a set time (which is the end goal), but it still does not run deals through if they have already completed it, even though when I test it says they meet enrollment criteria. 

Any input? 

[jforte · Accepted solution]

Oioi @andyjohnson!, everything good on your logic!! That didn't work because Hubspot tries to prevent workflows being on a infinite loop so you need to give something "new"/out of that workflow scope.

What's the trick? change the trigger of you main workflow from "active renewal updated in 1 day" to "active renewal is known or yes), at the end of you main workflow set an action to clear out or set the active renewal property to "no" than when you appendice workflows sets it back to yes.

That's should solve your problem! Ping me if not 🙂

[andyjohnson]

Thanks Jose!