CRM

wqidwai
Member

How to Execute a Workflow on Creation of a Contact

SOLVE

Hi Experts,

I am new to hubSpot. I need to achieve a task in hubSpot that when Contact is created I need to run a Workflow, but I can't find any trigger like onCreate or something like that. looking for guidance 

 

Thanks 

 

Wajih 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to Execute a Workflow on Creation of a Contact

SOLVE

Hi @wqidwai,

 

If you set your enrollment trigger to "Create date is known", that will pull in contacts when they're created:

 

karstenkoehler_0-1642569431443.png

 

Make sure to select "No, only enroll contacts who meet the trigger criteria after turning the workflow on" when you're unsure. Otherwise all contacts in your portal will be enrolled immediately.

 

Hope this helps!

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.

View solution in original post

2 Replies 2
wqidwai
Member

How to Execute a Workflow on Creation of a Contact

SOLVE

Thanks Karsten appreciate it very helpful 

 

Regards

 

Wajih

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to Execute a Workflow on Creation of a Contact

SOLVE

Hi @wqidwai,

 

If you set your enrollment trigger to "Create date is known", that will pull in contacts when they're created:

 

karstenkoehler_0-1642569431443.png

 

Make sure to select "No, only enroll contacts who meet the trigger criteria after turning the workflow on" when you're unsure. Otherwise all contacts in your portal will be enrolled immediately.

 

Hope this helps!

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.