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LCarroll00
Participant

Workflow triggering on playbook submission not enrolling

SOLVE

I have a workflow that is set to enroll when a playbook is logged to a deal. This workflow enrolled as planned on my tests, but never enrolled again after that (despite me knowing that playbooks have been logged to deals), until yesterday when one record enrolled. My hypothesis right now is that the enrollment is only picking up the very first instance a user logs a playbook, but any subsequent logs, even for different deals, are not triggering the enrollment criteria. Is this possible? If so, how do I combat it?

 

Here are screenshots of the workflow:

LCarroll00_0-1747408537351.pngLCarroll00_1-1747408554524.pngLCarroll00_2-1747408572550.png

 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow triggering on playbook submission not enrolling

SOLVE

@LCarroll00 if you've tested by logging the exact playbook from the enrolment criteria and it's not working, then I'd recommend reaching out to support directly in-app, via chat or email. It looks like everything is configured correctly so this is either a bug or there's a mismatch between what is logged and what is filtered. In any case, access to your portal is needed to confirm and support does have that access 🙂

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Workflow triggering on playbook submission not enrolling

SOLVE

Hi @LCarroll00,

 

For the deals you're expecting to enroll, have you checked the enrolment history and actions log? https://knowledge.hubspot.com/workflows/understand-your-workflow-details-page

(This is to confirm that they're not just going down the right branch.)

 

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.

0 Upvotes
LCarroll00
Participant

Workflow triggering on playbook submission not enrolling

SOLVE

I have checked, and they have not enrolled.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Workflow triggering on playbook submission not enrolling

SOLVE

@LCarroll00 if you've tested by logging the exact playbook from the enrolment criteria and it's not working, then I'd recommend reaching out to support directly in-app, via chat or email. It looks like everything is configured correctly so this is either a bug or there's a mismatch between what is logged and what is filtered. In any case, access to your portal is needed to confirm and support does have that access 🙂

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.