CRM

SBenish
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Enrolling a contact in a workflow from another workflow

resolver

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
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Enrolling a contact in a workflow from another workflow

resolver

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


Christopher Barnett - Founder at WORQFLOW

connect with Christopher on Linkedin

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Enrolling a contact in a workflow from another workflow

resolver

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Ver la solución en mensaje original publicado

2 Respuestas 2
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Enrolling a contact in a workflow from another workflow

resolver

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
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

chrisworqflow
Solución
Asesor destacado | Partner nivel Diamond
Asesor destacado | Partner nivel Diamond

Enrolling a contact in a workflow from another workflow

resolver

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


Christopher Barnett - Founder at WORQFLOW

connect with Christopher on Linkedin