Lists, Lead Scoring & Workflows

mitchhwheatley
Participante

QUESTION: What is the behaviour after 'Workflow Action - Enroll in another workflow'?

resolver

Hi all,

 

Just wanted to confirm some information about the use of the Enrol in another workflow action, within a HubSpot Workflow?

mitchhwheatley_0-1642139386567.png

 

If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i.e. Enrol in Workflow B, the no further action; or

Is the user enrolled in Workflow B, but continues along with any further Actions within  Workflow A, then happen afterwards i.e. Enrol in Workflow B, then Delay for X, then Send Email...

Thanks in advance.

Regards,
Mitch


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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

QUESTION: What is the behaviour after 'Workflow Action - Enroll in another workflow'?

resolver

Hi @mitchhwheatley,

 

You want to know whether a contact will remain active in the workflow that enrolled them in another workflow, correct?

 

Workflow A: action 1 > action 2 > enroll contact in other workflow > action 4 > action 5

Workflow B: action a > action b > action c > action d

 

The answer here is yes, a contact will continue in the workflow A, following the usual rules. (They won't be unenrolled unless they meet a goal criterion, enter an exclusion list etc.)

 

Specifically, in the above example: action 4 and action 5 will be completed while workflow B is execution action a, b, c, d in parallel.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

QUESTION: What is the behaviour after 'Workflow Action - Enroll in another workflow'?

resolver

Hi @mitchhwheatley,

 

You want to know whether a contact will remain active in the workflow that enrolled them in another workflow, correct?

 

Workflow A: action 1 > action 2 > enroll contact in other workflow > action 4 > action 5

Workflow B: action a > action b > action c > action d

 

The answer here is yes, a contact will continue in the workflow A, following the usual rules. (They won't be unenrolled unless they meet a goal criterion, enter an exclusion list etc.)

 

Specifically, in the above example: action 4 and action 5 will be completed while workflow B is execution action a, b, c, d in parallel.

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

mitchhwheatley
Participante

QUESTION: What is the behaviour after 'Workflow Action - Enroll in another workflow'?

resolver

Thanks, Karsten.

That was my line of thinking, but I couldn't locate information in the knowledge be to confirm 100%.

Appreciate your help.

Regards,
Mitch

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