HubSpot Ideas

HanzWil

Add more workflow enrollment options: trigger based on X days ago and other activity

Currently the automation tool is lacking some very important critieria options to make more advanced automations.  I've had a chat with support to check weither I missed something. 

 

What we are missing are the options of criteria that mabye best could be explained as the Delay node Plus. 

 

We want to trigger re-enrollment based on a specific e-mail that has been sent for example 90 days ago.  Plus a specific activity that has occurced again.

So our criteria should look something like this:

Enrollment trigger:

Has completed a meeting that is type 'Sales Visit' 

 

And contacts meet following criteria:

- Hasn't had a 'After Report'-email in the past 90 days

OR hasn't been in this workflow for 90 days.

It would be hugely helpfull to have more triggers based on a combination of fields and based on history based on DAYS instead of DATE, the latter isn't flexible.  

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HanzWil
Participant

Just adding the refinement option 'Days' to these fields would fix ALOT

HanzWil_0-1717052837085.png

 

Or the  calendar should be able to filled dynamicly. 

HanzWil_0-1717052919158.png