It would be fantastic if we could trigger workflows based on the new company list membership feature. This is already available for contact workflows with contact lists, but for some reason not available for companies.
It would make life a lot easier as it is much easier to edit/update filters in a list than in a workflow.
Unfortunately we've run into an unexpected technical limitation and will need to rethink how we might support company list re-enrollment in the future. Re-enrollment limitations and workflow triggers are a problem space that are top of mind for our team this year, though I don't have a specific timeline for a solution to this company list re-enrollment use case. I'm curious to hear more about the custom object roadblocks too, are they also related to triggering workflows? Feel free to send me a direct message if you'd like to discuss that further.
In company workflows, you'll now see an enrollment trigger category for List Membership. Select that category, then the company list you care about. Company List Membership triggers are not currently supported for re-enrollment, but we're working on adding that functionality as well.
If you have any questions or feedback please let me know.
I'd like to thank you all for taking the time to submit, vote and comment on this Idea. My name is Megan, and I’m a product manager for HubSpot’s workflows tool.
I'm happy to announce that this feature is now In Beta.
In company workflows, you'll now see an enrollment trigger category for List Membership. Select the company list you care about, and choose if you want to trigger automation for companies that are a member of that list, or ones that are not. Company List Membership triggers are not currently supported for re-enrollment, but we're working on adding that functionality as well.
If you'd like early access to the feature, please send me a message with your portal ID.
Was really surprised when I found out that this capability doesn't exist. Was looking to add contacts to a list based on their company list status and had no luck, so then I turned to workflows to build a workaround and was shut down there as well.
It has me thinking - is there a reason that this capability shouldn't be available? Because I can't think of one.
Any workaround idea? I can think of having a new property for a new specific workflow, but it wont work automatic for every time a company is added to the list
And not sure if should be related to hubspot of Zapier, but also there is no option to trigger zaps when a company is new to a list, this could be a workaround but ...
I'd like to thank you all for taking the time to submit, vote and comment on this Idea. My name is Megan, and I’m a product manager for HubSpot’s workflows tool.
I'm happy to announce that this feature is now In Beta.
In company workflows, you'll now see an enrollment trigger category for List Membership. Select the company list you care about, and choose if you want to trigger automation for companies that are a member of that list, or ones that are not. Company List Membership triggers are not currently supported for re-enrollment, but we're working on adding that functionality as well.
If you'd like early access to the feature, please send me a message with your portal ID.
In company workflows, you'll now see an enrollment trigger category for List Membership. Select that category, then the company list you care about. Company List Membership triggers are not currently supported for re-enrollment, but we're working on adding that functionality as well.
If you have any questions or feedback please let me know.
I am wondering if the re-enrollment capability is still being implemented? I have a workflow that is triggered off of an active list membership for companies, so as I understand they would only enroll in the workflow the first time they join that list, but if the company were to drop from the list and rejoin at a later date, they would not be re-enrolled in the workflow since those properties are not available for re-enrollment. Is that correct?
@MeganLeggeWhat's the latest on Company list membership as a re-enrollment criteria? We're trying to use contact and company lists to work around several Custom Object roadblocks, and I thought I had an acceptable fix worked out until I realized company list membership isn't eligible for re-enrollment.
Unfortunately we've run into an unexpected technical limitation and will need to rethink how we might support company list re-enrollment in the future. Re-enrollment limitations and workflow triggers are a problem space that are top of mind for our team this year, though I don't have a specific timeline for a solution to this company list re-enrollment use case. I'm curious to hear more about the custom object roadblocks too, are they also related to triggering workflows? Feel free to send me a direct message if you'd like to discuss that further.
Best,
Megan
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