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Allowing Workflow Re-Enrollment for Company Properties

Allow company property changes to re-enroll contacts into workflows. Currently no company properties can be used as re-enrollment criteria, so although we can use a workflow once to set company record data, we can't do it again.

All of our major relationship data is stored on the company record, so not being able to update company record dynamically through workflows has severely limited our use of the Companies module.

I've done as much as I can through workaround processes (I make the contact record the master for some activities, which allows me to always copy-paste and run functions to the company record, but it would be so much more straightforward to just allow workflow re-enrollment based on Company property changes.

Maybe make it an advanced feature that you have to request to enable; I know a feature like this could cause a lot of data integrity and repetition issues if there's a lot of contacts associated with one company, but I know how to engineer around that. C'mon help us advanced users out with our company automation!

Ps, y'all do wonderful work. Never get discouraged with these boards because HubSpot, today, is already an incredible product. Thank you for all your hard work.

http://ideas.hubspot.com/forums/76407-general-hubspot-ideas/suggestions/15627927-allowing-workflow-r...

HubSpot updates
15件のコメント
RiccardoPisani
名誉投稿者

I am also interested in this fucntion. At the moment I use lists, properties and severl W.Fs to tweak it (an it works) but would be much more easy having the re-enrollement active!!!

 

Agree on the HubSpot product statement above ..super happy with it スマイリー ハッピー 

 

Cheers,
Riccardo

ernopyykko
名誉投稿者

Very interested here as well. 

 

We've started better utilizing tasks in Hubspot and we'd like to assign tasks against companies in some cases.

 

An example is the prospecting side. Now we have to go through the list to see which companies don't have a contact associated. We'd rather setup a workflow to assign a task to reach out to a company when we have enough visits and page views from them.

virginiam
一般投稿者

Definitely needed!

MatthiasGeis
新規投稿者

I would love that feature! We need it to sync properties between contacts and companies.

jsearles
常連投稿者

Important feature for B2B users who rely on the company record and need to sync company changes with contact records.

nikkigoldsmith
一般投稿者

Any update on this? This really is a core functionality we need. 

wicara
一般投稿者

Very much interested in the company fields to be allowed to be re-enrolled and do not know why they would not be allowed to in the first place. It makes it very difficult for us to automate our services in hubspot

Momenta
一般投稿者

Same here. I've tried to implement this for script per your site: https://blog.hubspot.com/customers/how-to-use-workflows-to-set-up-lead-ownership-change-notification.... It seems the enrollment triggers don't have the same options between Contacts and Companies, so I'm only able to make this work for Contacts. Support has verified. Can you please enable this for Companies (specifically the Owner field) so this script can work as advertised?

elmo
常連投稿者

A strong upvote. I'd really need to make a workflow based on when a company property changes, and re-enroll every time the property changes. Currently not possible, not even with a smart list workaround.

HubSpot製品開発チーム
HubSpot製品開発チーム
ステータスに更新: In Planning

The workflows team is currently looking into making re-enrollment available for company properties!