Delay until an event occurs | Workflow Action
SOLVEHi HubSpot Mentors,
I need your kind suggestion on a Workflow action. In a Workflow, I have added the "Delay until an event occurs" action which is maybe not set up correctly.
The purpose of the action is the enrolled contact will wait for upto 35 days until a meeting is booked or a call takes place. While the meeting booking trigger is working fine and lets the contact exit the Delay step, the Call Ended or Call Started options are not working for my set up! I logged a call manually to work the Call Ended or Call Started options, but it's not exiting the contact from the delay.
For testing purposes, I enrolled two contacts in the Workflow and when they arrive this Delay steps, I log a call in the contact records. But the contacts are not existing the Delay step and shows it's waiting for the rest of the delay period.
Please find the setup below and kindly advise the correct setup.
Logged Call Below: Which is not existing the contacts from the Delay step. (The calls were logged after the contacts had entered the Delay step).
Do you mind helping me on how I can make it work based on my purpose? Any suggestion would be highly appreciated. Many thanks in advance for your kind help.
Best,
Ebarak
2 Accepted solutions
Delay until an event occurs | Workflow Action
SOLVEHi @HubSprocket,
From the last screenshot, I can't tell what your HuBspot date format is – is the activity date Mar 5 or May 3? In that case, it would not meet the criteria for group 2. It should still meet the criteria of group 3 however, and group 4 is not displayed in its entirety.
If it is May 3, then I'd recommend taking this to HubSpot support directly, in-app, via chat or email, and have them explore it. This looks set up correctly and the way you're testing this also sounds like you're taking the correct steps.
Best regards!
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Delay until an event occurs | Workflow Action
SOLVE@HubSprocket yes, HubSpot support helps with questions around workflow behaviour (enrolment, branches, delays). It's included in paid subscriptions and great if the context of your portal is needed, as support can access the portal and assets directly.
Have a great day!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Delay until an event occurs | Workflow Action
SOLVEHi @HubSprocket,
From the last screenshot, I can't tell what your HuBspot date format is – is the activity date Mar 5 or May 3? In that case, it would not meet the criteria for group 2. It should still meet the criteria of group 3 however, and group 4 is not displayed in its entirety.
If it is May 3, then I'd recommend taking this to HubSpot support directly, in-app, via chat or email, and have them explore it. This looks set up correctly and the way you're testing this also sounds like you're taking the correct steps.
Best regards!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
Delay until an event occurs | Workflow Action
SOLVEDelay until an event occurs | Workflow Action
SOLVE@HubSprocket yes, HubSpot support helps with questions around workflow behaviour (enrolment, branches, delays). It's included in paid subscriptions and great if the context of your portal is needed, as support can access the portal and assets directly.
Have a great day!
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
