New calls to kick off a workflow

[PTran8]

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.

Thanks for any pointers.

[karstenkoehler]

Hi @PTran8,

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!

[PTran8]

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?

[karstenkoehler · Accepted solution]

Hi @PTran8,

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!