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 Comentário
JRisberg
Participante

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