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Trigger a workflow when a property value has been changed

[This has been resolved] It would be wonderful to have the ability to trigger a workflow when a property value has changed. For example, we have leads submit answers on a form, and after a sales rep speaks to the lead, sometimes the rep find out the information our lead selected was incorrect. Once the sales rep overrides the form submission's answer, marketing needs to be notified so we can place the lead in the appropriate follow up workflow to send relevant topics to our leads. 

22 Replies
ZXRex
New Contributor

Amen to that!  We can trigger workflows in that manner in crm...it would be very helpful if we could do that in hubspot as well.

covalentcareers
New Contributor

@simonsmith Did you ever find a solution to your problem with email address changes? We are also trying to get notified when a contact's email address changes, but can't quite find a way to get at this information.

simonsmith
Regular Contributor

@covalentcareers unfortunately, no.

elmo
Regular Contributor

@katjaany news on whether you're planning to allow re-enrollment based on company properties as well?

jaafar
Occasional Contributor

Did someone find a solution to this problem ? And any news on a update allowing re-enrollment based on a change in a company's properties?

MattPutt
Occasional Contributor

I was having this same issue. Managed to figure a work around. I thought I'd post in case it was any use.

 

The situation:

We band our client in level 1,2 and 3 and have a 'company property' and a 'contact property' to show which level they are at. If the account grows/reduces in size we will update the properties. I built a workflow to try and automate the 'contact property' update once a 'company property' was updated.

I had the same issue that a few people have mentioned in this thread, I needed the workflow to run every time the 'company property' was updated. 'is known' and 'is unknown' didn't solve the problem.

 

My solution:

I created 3 active lists, one for each of the 'company property' values ('Client Level 1' etc.), I then changed the enrollment criteria for the workflow to 'list membership' and 'contact is a member of 'client level 1' OR 'client level 2' OR  'client level 3', I changed the re-enrollment conditions and ticked each list.

Now, whenever we change the 'company property', the company drops out of one list and into another, triggering the workflow everytime it changes.

Eureka!

 

You can't beat that feeling when you refresh and it's worked perfectly. It's always harder to write these things out, so I hope that makes sense? Let me know if not.

 

Ps. I know this is marked up as 'Solved', but the solution didn't work for me and I don't think it worked for everyone, that's why I've posted this.

jaafar
Occasional Contributor

Hey thanks for your answer ! But I don't really understand how did you make it work in your workflow in order to be able to change the "contact property" of all the contacts concerned by your company, just by changing the "company property".

How did you make your workflow ?

Thank you for your answer.

MattPutt
Occasional Contributor

I've set the workflow up using "If/then" branches, so an example...

  1. If the "Company Property" "Client Level" equals "Level 1"
  2. "Yes" - Then "Set a contact property" "Client Level" to "Level 1" (this will change all contacts associated with the company)
  3. "No" - the workflow continues through the other property values.

Does that help?

jaafar
Occasional Contributor

Yes it helped me a lot. Thank you ! 

marymartin28
Occasional Contributor

Please make it so we can trigger based on a property change! Coming from Marketo, this has been one of the biggest pains and all of my work arounds without a doubt miss a majority of the people I am trying to trigger an update for Smiley Sad

 

We need a Data Value Change equivalent!