CRM

SBenish
Member

Enrolling a contact in a workflow from another workflow

SOLVE

When a contact completes Workflow A, the action will be for the contact to enter Workflow B.  Is this considered a 'Manual' entry into Workflow B or do I need to add an 'Enrollment Trigger' to the beginning of Workflow B? This workflow connection will be the only way for a contact to enter Workflow B.

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chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Enrolling a contact in a workflow from another workflow

SOLVE

To enroll a user into a workflow from another workflow, you would need to leave the endpoint workflow (workflow B) enrollment triggers blank, and publish it. From there, you can enroll users into the workflow via the step in Workflow A.

 

https://www.loom.com/share/ec461063292a41ae956342a01a6e31d2

 

Screen Shot 2022-09-26 at 4.30.04 PM.png

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2 Replies 2
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Enrolling a contact in a workflow from another workflow

SOLVE

Hi @SBenish,

 

Yes, you could consider this manual enrollment – no need to set specific settings in workflow B. You would simply leave the enrollment criteria of workflow B empty.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Enrolling a contact in a workflow from another workflow

SOLVE

To enroll a user into a workflow from another workflow, you would need to leave the endpoint workflow (workflow B) enrollment triggers blank, and publish it. From there, you can enroll users into the workflow via the step in Workflow A.

 

https://www.loom.com/share/ec461063292a41ae956342a01a6e31d2

 

Screen Shot 2022-09-26 at 4.30.04 PM.png