HubSpot Ideas

mfoldager

Re-enrollment on based on other objects

As of now, you cannot re-enroll on changes happening on other object properties.

 

Issues:


1. We have a value on the Company level that we want to monitor for re-enrollment in a deal workflow. We cannot do this with the current workflow options.

 

2. We want to re-enroll deals in a workflow whenever their products change. We cannot due this since we cannot re-enroll based on line items.

 

Workarounds:

 

1. We copy a Company property to all associated deals and use that in the Deal workflow.

 

2. We monitor "Amount" instead, and whenever that changes we run a workflow. The caveat of this is that the amount doesn't update if the price of the products stay the same.

1件のコメント
JRisberg
参加者

Agree that it would be GREAT if you can re-enroll line item based workflows