Set an enrollment trigger to enroll Contacts when they submit the form you'd like to track. In this HubSpot tutorial, we will walk you through how-to add re-enrollment triggers to a workflow in HubSpot. Add more Enrollment Triggers if needed. Third, turned on my zap. We use cookies to make HubSpot's community a better place. (This is the first selection HubSpot asks you to make when creating a new workflow. Let's assume this is your subscription workflow. Hi @mmetros . The sequence editor will open up and see a blank canvas. It would be great if this can be made availableBe sure enable Re-Enrollment, with "Monthly Call Task Date" as well; Create action step to Create Task; Zapier Requirements & Live Example:. . Add 'Deal amount is known OR Days until close is known OR Deal probability is known' as enrollment triggers and enable reenrollment for these three. In the left panel, select the when an event occurs. trigger is " job title is known". With Today’s date is unknown, new records would enroll into the workflow. However, the trigger criteria is to submit a form and when testing it the workflow won't work. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. A customer health score is the best metric to help you determine whether a customer is planning to stay with your brand or leave your brand. Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". We don't want to turn off re-enrollment in case a specific field (in this case, "close date") changes. Search HubSpot Ideas or Create Idea cancel. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000. In the right sidebar, click the Re-enrollment tab. Enroll to workflow via API. HubSpot interprets "is known" also as a "has changed", meaning that an update to the value would trigger re-enrollment. If you're reading this article, chances are you know how. Turn on suggestions. Workflow ID: 3732306 The enrollment criterion is set up - it's supposed to enroll whenever the custom. We then combine this with 1 or 2 follow-up phone calls. Re-enrollment triggers are not applicable with a scheduled workflow, as all records that meet the enrollment criteria will enroll at the recurring scheduled date and time. . Contact Owner is XX and 2. Re-enrollment should be enabled for both. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. Get a demo to learn about our premium software, or get. When you re-enroll a contact in a worklow, and this re-enrollment fails because the contact is already in the workflow. 4. Hi, , It is Type that I'm copying from Company to Type on associated Contacts. Click on the “Add email” button to add an email to your sequence. As the number property is automatically maintained by HubSpot, that will retrigger the workflow. For more on Enrollment Triggers, visit here. Creating a list of bounced contacts. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. How Trigger or Enroll in Workflow with Form on External Site SOLVE I would like to embed an instance of a form + a specific page in an external wordpress site, and then trigger a specific workflow based on the referring page, rather than the form itelf. The issue we have is as. To learn more, and. Not setting a workflow goal. We use cookies to make HubSpot's community a better place. Click the name of the workflow or create a new workflow. Use marketing email campaigns to share updates with your subscribers and promote special offers. If you include "[custom property] is known" in your workflow enrollment triggers and set re-enrollment to use this trigger, HubSpot would (re-)enroll contacts when there is a change in the value of this property. Hi From Add re-enrollment triggers to a workflow : " When using the property filter is known for re-enrollment, objects can re-enroll in two We use cookies to make HubSpot's community a better place. The Workflows API currently only supports contact-based workflows, the latest stable version of. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. When you go to publish your workflow, HubSpot will ask you whether you want to enroll contacts who meet the trigger criteria already. Problem. In which case, you can build a list of contacts who have completed specific workflows in the list builder. Use the workflows tool to take your automation to the next level. Turn the workflow on. . There's the set up for Contact workflow (sceenshot), but there's no this option in the deal type workflow, which will be very useful if we can. This is a limitation in HubSpot. I'd recommend going by "Number of session" (the number of sessions the contact has had on your website, this is automatically set by HubSpot for each contact). (This is the first selection HubSpot asks you to make when creating a new workflow. This is particularly useful for integrations that take contact data and display them in a different. Step 3. what this workflow do is whenever a company property is change to a certain value, it creates a deal in certain pipeline. Enroll on "Last modified date is after XX date (XX date = Any date in the past) 2. We would like to trigger a number of things based on the. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. Never came across such an issue. Then I get the workflow overwhelmed because sometimes a deal didn't even finish the WF, he is re-enrolled and. Hi @domcorriveau,. Quick question about workflow completions. If contacts were enrolled in the workflow but did not receive a specific email action in the flow, thus showing as having "completed the workflow," the best way for us. Yes: Create a task “Ask owner for status update,” assign to sales manager. Thoughts?Hi , Ok i've selected re-enrollment ON. In the actions panel, select Unenroll from sequence . I recommend creating a separate workflow for each contact owner with a meeting link. Click Save. The workflow is activated and everything is tested. Hope this helps. . Within HubSpot, navigate to Automation > Workflows and click Create workflow. From Add re-enrollment triggers to a workflow : " When using the property filter is known for re-enrollment, objects can re-enroll in two ways: The property gains a value after not previously having one. In. . com Current enrollment | Workflows APIIf you want the workflow to run whenver the email or mobile phone number change, simply set the enrollment criteria to "Email is known OR Mobile phone number is known", enable re-enrollment. As you said, what i expect to happen is, If there is a deal in the pipeline "MX Registro Plataforma", you don't want to create a new deal there. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Set event enrollment triggers. Typically, the causes of re-enrollment failure &/or excessive re-enrollment are tied to a violation of one or more rules laid out in that KB article. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. It would be great to export the data that you see in the history tab of the workflows, including dates of contact enrollment, meets the goal, finishes the workflow, who has errors, etc. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. See pricing for HubSpot's sales software that helps you get deeper insights into prospects, automate the tasks you hate, and close more deals. When you create a contact-based workflow, there are three options for the workflow type, which determines the timing of your workflow actions: Blank Workflow. The "login" is an event we push in via the Timeline API, and when tha. To avoid exceeding this limit, you can reduce the size of your emails by trimming out extraneous. Hi @BrettloweAUS, You could do this by adding "Last contacted date" as a re-enrollment trigger ( the last time a call, email, or meeting was logged on the ticket ). I have a branch in it which check if an action should be execute. This can be achieved with a deal-based workflow instead of a contact-based workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. One key example: We want to track the "Time of Last Call Connected". One way to approach this is to look at this from the angle of a contact-based workflow instead of a deal-based workflow and create tasks when "Date of last meeting booked in meetings tool is known" (and re-enroll based on. You're sending an event from your custom app to HubSpot, which then fires an email. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , This is how you can achieve that: Add an additional filter to your enrollment criteria, specifying that the Deal stage of the associated deal is none of [anything from invoice sent to fully enrolled]. If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. Enrollment triggers are only checked by HubSpot when one of the referenced properties changes and the remaining triggers still hold true. The page viewed properties are not really usable, because HubSpot only houses first and last seen pages. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll? Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. HubSpot Partners solution:. ) Reply. If this is something you need to do on a semi-periodic or ongoing basis, you can set up the HubSpot workflow to fire, based on specific data you import. Something to keep in mind: The email. In the right sidebar, click the Re-enrollment tab. For example, you can set up your workflow to enroll based on a filter of Discount % is greater than 10. . You would have to find. We have data that is pushed into HubSpot nightly to provide financial details on active accounts. Only properties of the same object can be used in a workflow for re-enrollment, e. If you connect your Stripe account as a payment processor, HubSpot will charge a platform fee of 0. 2. SureTriggers: Best Workflow Automation Software for Productivity. Once we worked with over 700+ lists in workflows didn't face any such thing. The workflow is not turned on. Add a delay to the workflow that will send the email on the desired day and time. Currently, if you have a workflow. In the top left of the workflow editor, click Details. We would like to do the following: 1. We use cookies to make HubSpot's community a better place. My approach to a solution would be a main workflow and a second workflow which includes the step to decrease the value. Now with Sales Hub Enterprise or Service Hub Enterprise, you can trigger enrollment or un-enrollment in sequences through a workflow! 🎉. Action 3: If/then branch: The contact property Recent Deal Close Date is more than 2 weeks ago. I have run a number of tests and checked the user settings, but can't see anything that would explain why it's not working. Make sure that you have re-enrollment enabled. For example, enrolling a contact into a contact workflow, every time a contact property value changes. In the lead nurture workflow example, enrollment wouldn’t make sense, because you would not want a HubSpot contact to receive the same series of re-engagement emails multiple times. when i first turned this on, i put every day at 3 am. Then, select the "Create Record" action. (Yes, this could be. The Workflows API allows for full CRUD access to workflows in your portal. They will remove the contact from the same workflow. To learn more, and to see a full list of cookies we use, check out ourTo enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. Since Hubspot doesn't let you select the "On This Page" option unless it's a created landing page in Hubspot, I guess I'll just clone the form, give it a new name, and then embed that on my WP site page instead of using the original form on multiple pages. In the workflow editor, click the + plus icon to add an action. This is applicable when the object, workflow type and property type are the same. These adjustments help ensure your. But the CTA used in de email can only trigger a workflow, because there is no re-enrollment based on CTA-clicks. This one might seem obvious, but we’ve all been there—if the workflow switch on the top right-hand corner is not toggled “ON,” then. Customize the settings of your workflow, such as re-enrollment options, suppression lists, or limiting workflow execution to specific days or times. And no, unfortunately there's no way to reverse workflow enrollment. In which case, you can build a list of contacts who have completed specific workflows in the list builder. Action 1: Contact's lifecycle is changed to Lead, MQL, or SQL (depending on how high their score is) Action 2: If/then branch—if lifecycle becomes SQL, change contact owner to a member of the sales team. If that's the case, you'd also enable re-enrollment as shown in my screenshot. As per this HubSpot Knowledge Base article, it's not possible to use Activities (including Tasks) as workflow re-enrollment triggers. The workflow is not turned on. If you’re unsure why an object was suddenly. However my contacts ar. Do you have to enroll the deal? Can you not run the workflow from quotes? If so, you can renroll on quote properties and you can still set deal properties from the workflow. To learn more, and to see a full list of cookies we use,. I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal. Something that would be useful for workflows would be a way to enqueue enrollment in Workflows. It's sorted by most recent. Additionally. Click the plus icon + to add an action to the workflow. non-contact properties cannot be used for re-enrollment in a contact-based. . It doesnt' show up on the. Learn more about the Workflows API in the Workflows API overview . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. CRM & Sales Marketing Service RevOps & Operations CommerceStep 1: Choose your workflow’s object and type. currently, we are not able to use scoring properties for re-enrollment in workflows. English English Español Português Français Mistake #1: Incorrectly Using Goals. The property won't contain the selections from previous submissions anymore. Thankfully, your CRM and marketing automation can go hand-in-hand. How re-enrollment triggers work When setting up your re-enrollment triggers, do take note of the following: When re-enrollment is enabled, records can re-enroll in workflows either by manual re-enrollment or by meeting at least one selected re-enrollment trigger. . This is working for the majority of users, bar 1. The inability to allow for re-enrollment when workflow triggers depend on activity/engagements has limited us. I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal. g. Sometimes our properties clear out via the API sync and we need to re-enroll them back into the WF to update that property. Workflow Re-enrollment. Select the company list you care about, and choose if you want to trigger automation for companies that are a member of that list, or ones that are not. Once the actions are executed, they're executed. Hi, I have a workflow that follows the follow route; 1) Complete form (trigger) 2) If/Then sequences dependant on form attributes. Your workflow type should correspond to the property type you’re looking to log the date for - I’ve created a contact-based workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". (Yes, this could be. Step 3: In your HubSpot account, navigate to Automation > Workflows to create a new, contact-based workflow. Any deals with an associated product that's been discounted more than 10% could then enroll in the workflow. This is applicable when the object, workflow type and property type are the same. 1. 2) Delay until the event happens. That would be a "set property" action to set the deal stage, which should accomplish a similar goal. To do: Use ”Is known" as an enrollment and re. To further refine your trigger, click Add refinement. It waits for the first workflow to set 30 day re-enrollment trigger to "Yes", clears the property, waits 30 days and then sets it to "Yes" again – which will make the deal re-enroll in the first workflow (see second group of enrollment criteria in first workflow). In this case, what's going to happen is that everytime first name is updated, it will be known, thus triggering re-enrollment in the workflow. When I turned on the workflow, it pulled in all my contacts from the active list and updated the field with today's date. This triggers a workflow that then creates a new Deal for each selected option. Here's a video showing how to use nested if/then branches to overcome the 20-branch limitation (we run into this A LOT with needing a Workflow If/Then branch for each US state). Enrollment trigger: Contact is member of Webinar Registrants. Contact, Company, Deal, Ticket) . This is applicable when the object, workflow type and property type are the same. However, you. From this workflow, we. In the actions panel, select Unenroll from sequence . " Click on that enrollment step, and for the re-enrollment trigger, click "Allow contacts who meet the trigger" to re-enroll, and check the "Create date is known" box. Thank you so much for this! At this time we do not have Operations Hub Professional, so that makes sense that it isn't an option. You may be aware of this already: Currently your workflow will only enroll a company if both. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. In your HubSpot account, navigate to Automation > Workflows. If you were automating a process around deals, companies, or tickets, the workflow could only trigger once. . Products: Marketing. This is applicable when the object, workflow type and property type are the same. In the Choose an action panel, select Set contact. HubSpot also interprets "is known" as "has changed" – as long as you enable re-enrollment, screenshot here. In your HubSpot account, navigate to Automation > Workflows. Thanks, Nicu Excellent, thanks, Frank. you should be able to enable re-enrollment for "Expected close date is known", without changing the overall enrollment logic. Thanks . For some reason, all of the "Is known" attributes are not eligible for re-enrollment. This is applicable when the object, workflow type and property type are the same. Hi there, We are selling a service to which users can subscribe online: - for 1 month - for 3 months for 6 months The enrollment workflows for each are created and triggered based on a contact property set at selection of the subscription duration in a subscription form. Select the triggers that will be used for re-enrollment. Biggest HubSpot Workflow Mistakes. OAuth Access Token. The crucial point: if a user "X" enters the workflow, he's in a step of the funnel (and, so, he is in the 20 minutes waitlist), but in the meantime he changes the funnel stage, he DOES NOT re-enroll the same workflow from beginning because he's already inside it!Workflow Re-Enrollment based on new Form Submissions. A solution I found with a HS support person is very similar. Click the name of a workflow. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. 4. 3) enroll in another workflow: waiting for event #2. Kindly, Pam. Not testing your workflow before turning it on. Hi all, Just wanted to confirm some information about the use of the Enrol in another workflow action, within a HubSpot Workflow? If the above is applied, is the user removed from Workflow A, when enrolled in Workflow B i. Hi , This is not a company-based workflow, not a contact-based workflow. The first and only action in this workflow would then be the "Set property value" action. For example, enrolling a contact into a contact workflow, every time a contact property value changes. Specific date. Clone your workflow. Could you share a screenshot of your workflow? Also, could you maybe test this on yourself, opening a page, accepting the cooki. And these ads are from a year back, so they may not always be the first or last seen pages. Before you can set this up, you would first create a new custom contact property called, for example, "Renewal reminder trigger", a single checkbox. Picture it: You sit down at your desk on Monday morning after a great weekend and you open your inbox to a sea of angry. Setting unenrollment, exclusion or goal criteria are effectively all doing the same thing. Select the company list you care about, and choose if you want to trigger automation for companies that are a member of that list, or ones that are not. To do: Use ”Is known" as an enrollment and re-enrollment. I thought that when someone completes the sequence, they will be able to compelte the form again and start again, but it's not shaking down that way. When using the property filter is known for re-enrollment, objects can re-enroll. To learn more, and to see a full list of cookies we use, check out ourTo trigger a workflow whenever a new contact has been created you can create a contact based workflow> select start from scratch and select the contact property "Create Date" is "known". The enrollment trigger will be “Form submission “has filled out Name of the form on Any page . e. Welcome @lasseschou! Have you consulted Support about this? They should be more than capable, and faster responding (we aim to answer queries here in under 2 business days) so it would be a better place to start. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. You can use met goal or completed (down a path to checkered end, not meeting the goal) as a trigger/property but to "complete" I believe it counts both ways of working your way through the workflow be it a goal or end of the path. for example. Is there a way to re-enroll a Contact based workflow that copies a property from Companies module, when that property changes on a specific company? So, the enrollment part works perfectly, but re-enrollment seems to lack - based on the same property. 2. To learn more, and to see a full list of cookies we use, check out ourAdd a filter / select the filter category "Workflow enrollment": You can then specify whether the contact's engagement with your workflow: (If you're looking at a list that was used for enrolling contacts into a workflow, that might not be 100% accurate as contacts might leave the workflow before completing it, due to exclusion, un-enrollment. Re-enrollment. In your HubSpot account, navigate to Automation > Workflows. My approach to a solution would be a main workflow and a second workflow which in. Click on the “Create Sequence” button. When using the property filter is known for re-enrollment, objects can re-enroll. Question 58. We use cookies to make HubSpot's community a better place. In this example, only contacts with a HubSpot score between 10 and 30, and a Lifecycle stage that is not equal to Customer, will be enrolled. ) There is no workflow enrolment limit - the main limits are either: the enrolment settings; the re-enrolment settings; the goal settings; unenrol settings; suppression list settings; You mentioned that "When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow where they meet all the criteria (I've reviewed it. Contacts already met the workflow goal. Stay sharp. To achieve this, in the enrollment triggers of a workflow, click Set up triggers > When filter criteria is met > Email subscriptions: You can then set up your criteria as follows, filtering. The request takes a contact’s vid and returns the JSON for the workflows that the contact is currently enrolled in. 4. (Vice versa from the perspective of the workflow for the remaining 4: the records. My question is, does clicking "Enroll Existing Contacts" when adding a new list to the master list (let's say Import 4) causes contacts on the previous lists 1-3 to be re-enrolled into the workflow? I don't want the same contacts to receive the same emails multiple times because they were re-enrolled into the workflow. Workflows enrollment delayed. In workflows, enroll up to 100K records per day per sandbox. In the right panel, view the record's workflow history. After merging the private with the business profile, the workflow startet from scratch and he received the first email of the workflow on his business address (new primary mail. In my mind you could do something like: When Activity occurs "Meeting name is 123" then set a date stamp at time of action via a workflow. What I'm chasing is sycing Contact Type, when Company's Type changes. Add the “Send Email” activity to the workflow. Contact Forms. I have a workflow to segment my audience in personas. " Click "and" one more time to select "has completed workflow. 1. The contact enrollment criteria changes when I add new enrollment criteria (mostly this is adding a new form fill action). Hi Connor, What happens if I have a workflow with this enrollment trigger: "Credit refill occurred less than 2 days ago", and I add the We use cookies to make HubSpot's community a better place. In the workflow editor, click Set enrollment triggers. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Of course there would be additional enrollment criteria and actions but I stripped this down to the bare minimum of what is needed for the loop you wa. I'd recommend the nested if/then branches from 's response. In the list, you would filter for contacts associated to an email activity with the corresponding subject line. Creating ads audiences with contact. Why is this?Re-enrollment. Use sequences properties and activity as Contact filters in List and Workflows. There are multiple types of workflows in HubSpot based on your end goals. The disadvantage of working with re-enrollment only, is that the workflow will be triggered when the contact clicks the CTA also when it's not up to renewal yet. HubSpot interprets "is know" also as "has changed". I have a schedule workflow which I enroll contacts only one time. If you want this workflow to trigger whenever a new contact is. Next, create a workflow. Contacts can also be entered manually with a list. " Click "and" to select the same workflow, then select "has not met the goal. Inside my email to test the trigger and the email that is meant to be sent it does not work. Free Call Tracking Software. Every time HubSpot offers a re-enrollment trigger, it is granting users access to their servers to perform an action. You will either see this in the history of workflow actions or on the contact record. I thought that when someone completes the sequence, they will be able to compelte the form again and start again, but it's not shaking down that way. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hey @lasseschou , is the property you're looking at called login property from your app? If so, it seems like when I use this one as as an enrollment. Hi , This behavior can be achieved with an additional custom property and an assisting workflow. With each passing day, this percentage decreases, so I consider each and every product in the cart, no matter if him are an active customer or not, it is mandatory to. It does not affect enrollment at all: For enrollment, the workflow only checks whether there is any company record in the CRM where "Registration Number is known". Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. ) Instead of re-enrolling contacts when a deal and product are found, matching your defined criteria, you would enroll each deal that gets to the. e. Discussions. If I correctly understood your question maybe you can use list memeberships. ). Without this option turned on, the only contacts HubSpot will. I have these workflows: Deal Enrolment when <Unique ID Field> is empty, which populates it Quote Enrolment when Create Date is known, wipe <Unique ID Field> on associated Deal (then #1 kicks in to re-populate with re-enrolment) But what's missing is when a Quote is "Recalled & Edited" or re-publish. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. Will step 2 stop subsequent 5 min delay. We use cookies to make HubSpot's community a better place. They'd enroll but nothing would happen. HubSpot is trusted by over 184,000. This is particularly useful for integrations that take contact data and display them in a different interface. If it is you push them into the "reminder workflow" - the "Enroll in another workflow" action is treated as manual enrolment, so a contact can get "re-enrolled". Inactive), Last month of billing, 12-month rolling revenue, etc. There is no workflow enrolment limit - the main limits are either: the enrolment settings; the re-enrolment settings; the goal settings; unenrol settings; suppression list settings; You mentioned that "When I "test" I am getting a note that my test contacts DO NOT ENROLL in a simple workflow where they meet all the criteria (I've. . These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. @megananderson I think there's an opportunity there to swap in some date time stamp actions within HubSpot and then clearing those actions as well. Add a filter / select the filter category "Workflow enrollment": You can then specify whether the contact's engagement with your workflow: (If you're looking at a list that was used for enrolling contacts into a workflow, that might not be 100% accurate as contacts might leave the workflow before completing it, due to exclusion, un-enrollment. The only question I have about re-enrollment triggers is if you can have multiple enrollment triggers ('Enrollment 1' OR 'Enrollment 2' OR 'Enrollment 3'. In this case, what's going to happen is that everytime first name is updated, it will be known, thus triggering re-enrollment in the workflow. _____ software is the foundation for storing all the information you have on the humans you’re connecting and building trust with. I tested it myself (setup a workflow with an internal email send based on a custom contact property) and every time the custom property I made was updated to a new value, I received a new internal. The trigger can enroll each deal only once. Once I've added this additional enrollment criteria I get prompted by HubSpot if I'd like to. Add an action to clear the custom date property that you’ve created. Allow workflow re-enrollment for deal properties. Currently no company properties can be used as re-enrollment criteria, so although we can use a workflow once to set company record data, we can't do it again. I believe this lived in the re-enrollment tab. All of your goals sound possible with workflows except maybe your second point, but it. Currently Possible: Enroll an object in a workflow, every time a certain property’s value changes. We use cookies to make HubSpot's community a better place. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Due to limitations in Microsoft's Graph API, each email sent from a connected Microsoft Outlook inbox is subject to a maximum size limit of 4 MB.