CRM

SBenish
Membre

Enrolling a contact in a workflow from another workflow

Résolue

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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2 Solutions acceptées
chrisworqflow
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Enrolling a contact in a workflow from another workflow

Résolue

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

Voir la solution dans l'envoi d'origine

karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Enrolling a contact in a workflow from another workflow

Résolue

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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Voir la solution dans l'envoi d'origine

2 Réponses
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Enrolling a contact in a workflow from another workflow

Résolue

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
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Enrolling a contact in a workflow from another workflow

Résolue

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