Lists, Lead Scoring & Workflows

samuelrobinson
Member

Creat workflow for last call or meeting more than 90 days ago

Hi All,

 

Am looking to create a workflow for my team whereby it creates a Task for them to call any contact that has a last call or meeting date of more than 90 days.

 

Have been able to identify the filter for my team member but not to identify a last call or meeting day of rolling 90 days.

 

All help is greatly appreciated.

 

Thanks,

 

Sam

0 Upvotes
1 Reply 1
JessicaH
HubSpot Alumni
HubSpot Alumni

Creat workflow for last call or meeting more than 90 days ago

Hi @samuelrobinson,

 

Thanks for reaching out.

This article might be interesting for you (https://knowledge.hubspot.com/workflows/set-your-workflow-enrollment-triggers).

 

If you set up your enrollment trigger as displayed in the screenshot it should enrol the right contacts.

enrollment trigger.png

You can also double-check these triggers in a list if you want to figure out which contacts would meet them.

 

I hope this helps.

Take care!

Jessica 


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