HubSpot Owner Update to Trigger a Workflow

SOLVE
LCSKMiller
Contributor

Hi everyone,

 

Does anyone know if it is possible to start a workflow if the HubSpot Owner field has been updated? For example, if there is a change in representative, we would like to notify their contacts automatically with whom their new representative is. 

0 Upvotes
1 Accepted solution

Accepted Solutions
Tnichs
Solution
Top Contributor | Platinum Partner

HI,  this is possible by setting the trigger to be property value is known, then ensuring that the re-enrolment criteria allows re-enrolment.  This will mean that when the value changes, they'll be put back into the workflow. 

 


klood digital, creating gameplans for SaaS Success

View solution in original post

3 Replies 3
Tnichs
Solution
Top Contributor | Platinum Partner

HI,  this is possible by setting the trigger to be property value is known, then ensuring that the re-enrolment criteria allows re-enrolment.  This will mean that when the value changes, they'll be put back into the workflow. 

 


klood digital, creating gameplans for SaaS Success

View solution in original post

LCSKMiller
Contributor

Hi Tnichs,

 

I had attempted this in a test environment and where the value is technically already known (no blanks), the test group would receive the notice when they weren't supposed to. I was hoping there would be a different type of trigger available for this.

0 Upvotes
Tnichs
Top Contributor | Platinum Partner

That's strange, that should work fine.  I'd be happy to take a look for you if you wanted to get in touch

 

Screen Shot 2018-03-05 at 21.24.12.png


klood digital, creating gameplans for SaaS Success
0 Upvotes