Lists, Lead Scoring & Workflows

ChrisChiha
Colaborador líder

Set time range for a workflow to trigger within

resolver

Hello,

I have certain workflows that needs to be triggered only between 9am and 9pm.

Is there any way to set conditions or settings to these specific workflows ?

Thanks,

Chris

1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Set time range for a workflow to trigger within

resolver

Hi @ChrisChiha,

 

Generally, there isn't any option for limiting enrollment to certain times, only for pausing workflow actions, in the Settings tab of the workflow (which you're probably aware of).

 

karstenkoehler_0-1638714675591.png

 

If these options don't work in your scenario, could you describe your use case?

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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6 Respuestas 6
webdew
Guía | Partner nivel Diamond
Guía | Partner nivel Diamond

Set time range for a workflow to trigger within

resolver

Hi @ChrisChiha ,

Just FYI, we have got this new update in HubSpot workflows where you can schedule wf. Check this: 

webdew_0-1638947843039.png

This might solve the purpose for you.

Hope this helps!


If we were able to answer your query, kindly help the community by marking it as a solution.

Thanks and Regards.

webdew
Guía | Partner nivel Diamond
Guía | Partner nivel Diamond

Set time range for a workflow to trigger within

resolver

Hi @ChrisChiha ,

In the settings tab of the workflow, you can set the when you want your actions to execute. Check out this loom video here.
Also check out this article to here to learn more about workflow settings.

Hope this helps!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Set time range for a workflow to trigger within

resolver

Hi @ChrisChiha,

 

Generally, there isn't any option for limiting enrollment to certain times, only for pausing workflow actions, in the Settings tab of the workflow (which you're probably aware of).

 

karstenkoehler_0-1638714675591.png

 

If these options don't work in your scenario, could you describe your use case?

 

Best regards!

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.

ChrisChiha
Colaborador líder

Set time range for a workflow to trigger within

resolver

Hello Karsten,

 

By pausing you mean deals/contacts will still be enrolled, but the actions will be queued for next day for example ?

 

 

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karstenkoehler
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Set time range for a workflow to trigger within

resolver

Hi @ChrisChiha,

 

That is correct. Enrollment (and delays) would still execute but any other actions would be paused until the next working hours.

 

Or in other words: If you have, for example, a workflow that sends marketing emails, then those emails would only be sent during the working hours of the workflow.

 

Best regards!

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.

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ChrisChiha
Colaborador líder

Set time range for a workflow to trigger within

resolver

Well noted, thank you Karsten !

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