Workflow | Allow Re-enrollment based on 'updated in last' trigger

romi

On some properties there is the ability to trigger the workflow based on 'updated in last' x days.

 

However, it is not possible to use this to Re-enroll.

 

It would be exceptionally useful if:

  1. 'updated in last' was available for all properties on all records
  2. This trigger could be used for Re-enrollment

 

Solution

Turns out that the "is known" filter option on properties will do this, i.e. if you would like a workflow to be triggered when a property is updated, select the property 'is known' option and then select this under re-enrollement - every time the property is updated, the record will be re-enrolled

HubSpot updates
Mar 3, 2021

Hi all,

 

I was in talks with our team to figure out if we can give a better estimate. It's as frustrating for us as it is for all our customers to have this discrepancy in features which is why we're working hard to finish that migration. Unfortunately it's dependent on a few other teams' work and we really have been working on this for over a year now! I still can't give an update but know that we haven't dropped this work at all, if anything we're ramping up to get it over the finish line. 

 

Sorry I couldn't give a better update, but thanks for checking in! I'll try to give an update again as soon as I hear of any progress we make,

 

Zeke

Feb 12, 2020

@richardwalsh Yeah! The main reason is that while our contact workflows are now mostly in the new Workflows system, what drives enrollment events is a system (Lists) that is also undergoing a migration to a new system. All non-contact workflows are already using the new enrollment system which is why this feature only applies to those workflows. Once Lists finishes that migration, we will be able to bring this feature to contact workflows as well!

 

I don't have a timeline for the Lists migration, though it is an active project and something that us in the Workflows team are very excited about!

Jan 15, 2020

Like some other functionality recently released, this will start being available for all workflows except Contacts.

 

Screen Shot 2020-01-15 at 5.21.22 PM.png

Status updated to: In Beta
Jan 15, 2020

We are actively working on this feature and should be out soon! See below a screenshot of the upcoming functionality:

 

 

7 Replies
Herschel
Top Contributor

This feature would be very useful for us as well.

Status updated to: In Beta
zeke
HubSpot Product Team

We are actively working on this feature and should be out soon! See below a screenshot of the upcoming functionality:

 

 

zeke
HubSpot Product Team

Like some other functionality recently released, this will start being available for all workflows except Contacts.

 

Screen Shot 2020-01-15 at 5.21.22 PM.png

richardwalsh
Participant

@zeke is there a specific reason as to why this won't roll out on contact workflows? Or is it just down the roadmap a bit for that object type?

zeke
HubSpot Product Team

@richardwalsh Yeah! The main reason is that while our contact workflows are now mostly in the new Workflows system, what drives enrollment events is a system (Lists) that is also undergoing a migration to a new system. All non-contact workflows are already using the new enrollment system which is why this feature only applies to those workflows. Once Lists finishes that migration, we will be able to bring this feature to contact workflows as well!

 

I don't have a timeline for the Lists migration, though it is an active project and something that us in the Workflows team are very excited about!

Adam_D
Member

Hello guys, 

I have noticed that the option "updated in last X days" is still not available for contact workflows.

Can we please get an update about the migration? It has been a year since the last post here.

Thanks

Adam

zeke
HubSpot Product Team

Hi all,

 

I was in talks with our team to figure out if we can give a better estimate. It's as frustrating for us as it is for all our customers to have this discrepancy in features which is why we're working hard to finish that migration. Unfortunately it's dependent on a few other teams' work and we really have been working on this for over a year now! I still can't give an update but know that we haven't dropped this work at all, if anything we're ramping up to get it over the finish line. 

 

Sorry I couldn't give a better update, but thanks for checking in! I'll try to give an update again as soon as I hear of any progress we make,

 

Zeke