I created a new workflow and would like it to apply to existing deals.
HubSpot advised this isn't possible yet, other than by manual enrollment, so posting it here as an idea to be able to apply a new workflow to all existing deals that meet the criteria.
It is now possible to automatically enroll any deals that already meet the enrollment triggers into deal-based workflows! You should see an option to enroll existing deals which already meet the workflow's enrollment triggers on the "Review" tab of the workflows editor. Please also see this article from our Knowledge Base for further information about creating deal-based workflows!
It is now possible to automatically enroll any deals that already meet the enrollment triggers into deal-based workflows! You should see an option to enroll existing deals which already meet the workflow's enrollment triggers on the "Review" tab of the workflows editor. Please also see this article from our Knowledge Base for further information about creating deal-based workflows!
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