Lead Status Workflow Question

SOLVE
Advisor

Has anyone created a workflow to change a contacts lead status to "Working" based on activity?

 

I tried to do "activity date" is updated but it's not an option for that property. Appreciate any workarounds. I'm trying to automate this lead status change to help us keep the data aligned.  

 

Capture.PNG

Reply
0 Upvotes
1 Accepted solution

Accepted Solutions
Highlighted
HubSpot Employee

Hi there, while there is no built-in way to trigger the workflow onChange, AKA when a property is updated, as a workaround you could set the enrollment trigger to:

 

Last Contacted (or Last Activity Dateis less than 1 day ago 

 

For your use case, this should enroll contacts when the Last Contacted (or Last Activity Date) property is updated.

Reply
0 Upvotes
1 Reply 1
Highlighted
HubSpot Employee

Hi there, while there is no built-in way to trigger the workflow onChange, AKA when a property is updated, as a workaround you could set the enrollment trigger to:

 

Last Contacted (or Last Activity Dateis less than 1 day ago 

 

For your use case, this should enroll contacts when the Last Contacted (or Last Activity Date) property is updated.

Reply
0 Upvotes