HubSpot Ideas

GLMad

Auto re-enroll failed workflow records

I recently created a workflow to copy an "Account Type" field from a company record to the associated contacts & deals. However, our workflow is to create the company first and contacts/ deals second. This causes the workflow to continually fail as when it goes to run initially, there are no records to update.

 

There are options like imposing a delay on the workflow or creating a contact-based workflow, but I propose that when a failure is seen in a workflow a user should have the ability to set it to automatically re-enroll if certain criteria are met (such as contact added).

 

This is valuable as you continue to expand who your contacts are throuhout the sales / post sales process.

1 Reply
NOlah
HubSpot Moderator

What a fantastic idea! This would be so beneficial for situations where there were no associated records or when marketing emails failed due to non-marketing contact status.