Company List as a Workflow Trigger

JMayhew6 · ‎set 18, 2023

What about for company list and company workflows? I tried setting up a static list enrollment trigger for a company list and a company workflow, and I don't appear to have the option to enroll companies based on whether or not they are a member of the company list. It seems very strange that this would work for contact records and not company records? Why should that make any difference I wonder...

karstenkoehler · ‎set 19, 2023

Hi @JMayhew6,

(for me) this is already possible, see below, after selecting "When an event occurs" > "Add trigger" > "List membership changed":

Best regards!

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

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karstenkoehler · ‎set 19, 2023

Hi @JMayhew6,

(for me) this is already possible, see below, after selecting "When an event occurs" > "Add trigger" > "List membership changed":

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.

MiaSrebrnjak · ‎set 19, 2023

Oh nice, thank you for sharing @karstenkoehler! 👍

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MiaSrebrnjak · ‎set 19, 2023

Hi @JMayhew6,

Thank you for reaching out to the Community, this is a great question!

I wanted to share this post in our Ideas forum where the product team has shared a bit more insight into why this currently isn't an available option in workflows. It'd be great if you could share your use case & feedback in the comments there too! Thank you!

Cheers
Mia, Community Team

HubSpot’s AI-powered customer agent resolves up to 50% of customer queries instantly, with some customers reaching up to 90% resolution rates.
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