Lead Status Workflow Question

HubSpotMaster · ‎mai 16, 2019

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.

MK_Nolan · ‎jun 6, 2019

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 Date) is less than 1 day ago

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

Exibir solução no post original

MK_Nolan · ‎jun 6, 2019

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 Date) is less than 1 day ago

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

CRM