Tips, Tricks & Best Practices

OBetzalel
トップ投稿者

Workflow execution order issue/question

解決

Hi,

We have 2 Workflows:

Automation 1#. Workflow that gets the ip country of a contact that submitted a form and updates the Country/Region field.

Automation 2#. Lead Assginment rule automation that is based on the Country/Region field.

 

The issue is that the Lead Assignment rule automation (Automation 2#) was running before the population of the Country/Region field (Automation 1#).

Automation 1# was supposed to trigger the automation 2# again, becuase a change was made for the Country/Region field and it is defined in the enrollment triggers.

 

Country population workflow:

OBetzalel_1-1707754220614.png

 

 

Lead Assignment Rule workflow:

OBetzalel_0-1707753986231.png

 

If I will add a delay of 1 minute for the lead assignment rule workflow - will it work? becuase if the assignment rule were alrady firing and then the ip country flow running, will it take the right value?

or what we can do to change the order execution of workflow?

 

Thanks for any help!

 

 

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow execution order issue/question

解決

Hi @OBetzalel,

 

A 1 minute delay is one option. Alternatively there is also a delay type which will wait until a property value is changed, that would be another option.

 

In some scenarios you can remove the enrollment criteria of the second workflow altogether. At the end of the first workflow, you would place an action that enrolls contacts into the second workflow. That way, the first workflow must be completed for the second to trigger.

 

Lastly, you could make completion of the first workflow an additional enrollment criterion for the second.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Workflow execution order issue/question

解決

Hi @OBetzalel,

 

A 1 minute delay is one option. Alternatively there is also a delay type which will wait until a property value is changed, that would be another option.

 

In some scenarios you can remove the enrollment criteria of the second workflow altogether. At the end of the first workflow, you would place an action that enrolls contacts into the second workflow. That way, the first workflow must be completed for the second to trigger.

 

Lastly, you could make completion of the first workflow an additional enrollment criterion for the second.

 

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.

OBetzalel
トップ投稿者

Workflow execution order issue/question

解決

@karstenkoehler I choosed your last suggestion, that will cause a lot of changes.

Thank you very much my friend! 😀

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