Can I set custom conditions in the workflow to trigger the sending of emails?

[ABaby2]

For example, you can customize the conditions to determine when your customer’s balance is insufficient, and then use the workflow to determine and send marketing emails to the customer.

[kennedyp]

Hi @ABaby2! Welcome to the Community-- happy to have you here 😊

There are a handful of ways you can customize workflow enrollment to trigger marketing email sends. Do you track customer balance in HubSpot? If you can provide more specific details about what specific balance you are monitoring, we can see what options you have! 

Best,
Kennedy

[karstenkoehler]

Hi @ABaby2,

Sure, workflow enrolment triggers are powerful: https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers

You just need to make sure that the information is stored or available in HubSpot so that the workflow can reference it. A balance would likely be stored on the company object.

Have a look and let me know if you have any follow-up questions!