Hi is it possible when a new call is added into Hubspot a workflow is kicked off? I notice their call properties as stated in the documentation is not available for re-enrollment which will only make it work once.
Look for a solution that whenever a contact is called regardless of how many times a workflow will kick off depending on the outcome.
You can trigger a workflow based on "Last contacted is known", for example, and then check whether the activity was the call or not in a custom code action.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Good News Everyone! Call-Based Workflows are nowLIVE. @PTran8 you can use any of the call properties now to trigger your workflows.
Here's a little more on them
You can now create workflows centered around calls.
Why does it matter?
With this change, you can now trigger automation based directly on all calls that happen or are logged for your contacts. Then, you can use workflow actions to create standard, automatic internal processes for call follow up or management.
For example, you could send the summary and outcome details of a call to the sales rep or their team over Slack.
How does it work?
To create a call workflow:
From the workflows tool homepage, click "Create workflow" and select "From scratch"
Choose the Call object on the object select page
Choose the trigger based on call events or properties
Add actions as usual
Please note that Call workflows are not available in Sandbox accounts.
Good News Everyone! Call-Based Workflows are nowLIVE. @PTran8 you can use any of the call properties now to trigger your workflows.
Here's a little more on them
You can now create workflows centered around calls.
Why does it matter?
With this change, you can now trigger automation based directly on all calls that happen or are logged for your contacts. Then, you can use workflow actions to create standard, automatic internal processes for call follow up or management.
For example, you could send the summary and outcome details of a call to the sales rep or their team over Slack.
How does it work?
To create a call workflow:
From the workflows tool homepage, click "Create workflow" and select "From scratch"
Choose the Call object on the object select page
Choose the trigger based on call events or properties
Add actions as usual
Please note that Call workflows are not available in Sandbox accounts.
There is a workaround that involves lists (as lists can be used for re-enrollment). When you create such a list...
... contacts would enter the list when there is a new call and leave it after one day. When they re-enter, the workflow re-triggers.
You'll probably notice the limitation of this workaround immediately: It will trigger once per day max. (If you need a higher frequency, you'll probably have to look into custom code actions in Operations Hub Professional.)
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Unfortunately I need it to trigger as soon as the Call is finished. Custom code is fine but I wouldn't be able to get it to trigger as soon as the call is logged as re-enrollment is not possible with activities as I understand it?
You can trigger a workflow based on "Last contacted is known", for example, and then check whether the activity was the call or not in a custom code action.
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Hey! I know this is a long shot, but I have the exact same problem. I am looking for more information about how to implement this custom code action that you are referring to. I do not have experience with any of the custom code actions within HubSpot.
Would love some additional insight how to get this rolling. Thanks!