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Reenter a previous contact into a workflow

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If a lead comes back to the site and a day later fills out same form, they will not be reentered into the workflow. Which I understand why that is the case. 

 

But everytime a lead completes the same form, I want it to run a webhook everytime, despite already being in a workflow. Is the solution to just create another workflow with the webhook only?

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Regular Advisor | Silver Partner

Hi @Apinnt 

 

Yes, you can set your Workflow to allow Contacts to re-enroll.

 

Here are the details:

 

https://knowledge.hubspot.com/articles/kcs_article/workflows/manage-your-contact-based-workflow-sett...

 

You'll want to test it to make sure it works.

 

Sometimes it's taken me a few attempts to set exactly the rules I wanted.

 

Have fun

Mike

 

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Community Thought Leader

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Q: ...everytime a lead completes the same form, I want it to run a webhook everytime, despite already being in a workflow. Is the solution to just create another workflow with the webhook only??

 

Short A: Yes.

 

Longer A:

If you need your workflow webhook to fire "everytime" a contact completes a specific form AND you need that workflow webhook to fire "despite already being in the workflow", you'll want to breakout your workflow webhook in its own workflow.

 

Workflow re-enrollment triggers work very differently than workflow enrollment triggers. In fact, workflow re-enrollment failures are the #1 workflow pain we see for new clients with legacy portals (pre-Nov-2018). These, combined with workflow webhooks (very diferent than webhooks sent through the Webhooks API), are arguably the most troublesome support issue for HubSpot Enterprise portals which use both.
- see Using webhooks in workflows

Since "objects cannot be enrolled in a workflow more than once at a time", re-enrollment cannot occurr while an object is still active in the workflow. (undesirable)


Since "re-enrollment triggers need to occur again in order for re-enrollment to happen", your contact will need to complete the form submission again. (desirable)


Since "objects cannot be enrolled in a workflow more than once at a time" AND since "re-enrollment triggers need to occur again in order for re-enrollment to happen", you'll need to make sure your webhook workflow fires all of its actions with minimal delay. This way, the webhook workflow can fire repeatedly even if the enrollment/re-enrollment criteria are triggered in short intervals -- e.g., a crazy visitor completes the same download request back-to-back within 2 minutes.
- see Add re-enrollment triggers to a workflow | How re-enrollment triggers work

 

Typically, "Webhook Re-Enroll Form" workflows need to look like this (and include the appropriate delays).
- see image

hubspot-workflow-re-enrollment-triggers.pngWebhook Re-Enroll Form Workflow


There are other workflow re-enrollment considerations (e.g., "Do Not DIsrupt"), but this should get you where you need to be for now.

 

Hope that helps.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817

2 Replies 2
Highlighted
Regular Advisor | Silver Partner

Hi @Apinnt 

 

Yes, you can set your Workflow to allow Contacts to re-enroll.

 

Here are the details:

 

https://knowledge.hubspot.com/articles/kcs_article/workflows/manage-your-contact-based-workflow-sett...

 

You'll want to test it to make sure it works.

 

Sometimes it's taken me a few attempts to set exactly the rules I wanted.

 

Have fun

Mike

 

Reply
0 Upvotes
Community Thought Leader

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: ...everytime a lead completes the same form, I want it to run a webhook everytime, despite already being in a workflow. Is the solution to just create another workflow with the webhook only??

 

Short A: Yes.

 

Longer A:

If you need your workflow webhook to fire "everytime" a contact completes a specific form AND you need that workflow webhook to fire "despite already being in the workflow", you'll want to breakout your workflow webhook in its own workflow.

 

Workflow re-enrollment triggers work very differently than workflow enrollment triggers. In fact, workflow re-enrollment failures are the #1 workflow pain we see for new clients with legacy portals (pre-Nov-2018). These, combined with workflow webhooks (very diferent than webhooks sent through the Webhooks API), are arguably the most troublesome support issue for HubSpot Enterprise portals which use both.
- see Using webhooks in workflows

Since "objects cannot be enrolled in a workflow more than once at a time", re-enrollment cannot occurr while an object is still active in the workflow. (undesirable)


Since "re-enrollment triggers need to occur again in order for re-enrollment to happen", your contact will need to complete the form submission again. (desirable)


Since "objects cannot be enrolled in a workflow more than once at a time" AND since "re-enrollment triggers need to occur again in order for re-enrollment to happen", you'll need to make sure your webhook workflow fires all of its actions with minimal delay. This way, the webhook workflow can fire repeatedly even if the enrollment/re-enrollment criteria are triggered in short intervals -- e.g., a crazy visitor completes the same download request back-to-back within 2 minutes.
- see Add re-enrollment triggers to a workflow | How re-enrollment triggers work

 

Typically, "Webhook Re-Enroll Form" workflows need to look like this (and include the appropriate delays).
- see image

hubspot-workflow-re-enrollment-triggers.pngWebhook Re-Enroll Form Workflow


There are other workflow re-enrollment considerations (e.g., "Do Not DIsrupt"), but this should get you where you need to be for now.

 

Hope that helps.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

Hope that helps.

 

Best,
Frank

 

MFrankJohnson-dot-com-HubSpot-Community-banner-gif-v20190817