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.
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