CRM

PTran8
Participant

New calls to kick off a workflow

SOLVE

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.

 

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

New calls to kick off a workflow

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

New calls to kick off a workflow

SOLVE

Hi @PTran8,

 

There is a workaround that involves lists (as lists can be used for re-enrollment). When you create such a list...

 

karstenkoehler_0-1656928390655.png

 

... 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
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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PTran8
Participant

New calls to kick off a workflow

SOLVE

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?

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

New calls to kick off a workflow

SOLVE

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!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes