For re-enrollment to happen via triggers, the records must meet the initial enrollment triggers of the workflow at the time of re-enrollment. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Next, open Worklows under the Contacts drop down,. This workflow will clear the close date property as soon as you click "Create deal" at the bottom of the creation form, or as soon as another process creates a deal. Enrollment trigger: Contact is member of Webinar Registrants. Selecciona el tipo de Workflow que deseas crear. below your "Add to middle" branch, add a go to action action. For example, updating an enrolled contact’s. From the left navigation bar, go to Orchestration > Automations. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. In the workflow editor, click the + plus icon to add an action. On the left in the actions panel, under External communication select either Enroll in a sequence or Unenroll from sequence. In the left sidebar, click Unenrollment and suppression. com How to test your workflow Learn how to test your HubSpot Workflow to ensure that your actions will execute as desired. . We use cookies to make HubSpot's community a better place. Next, select Create workflow and then From scratch. Learn how to test your HubSpot Workflow to ensure that your actions will execute as desired. then I changed to anytime. Without emails, accomplishing various tasks isn’t possible. Configuring in the workflow settings "Unenrollment and suppression" --> Remove from a. 2) Entry workflow. 2) Delay until the event happens. You can also take action on associated records. 1) Enrollment trigger: Manual, enable re-enrollment. 3. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. As a part of our marketing automation, we're creating a workflow and our strategy requires sending out one-to-one emails. HubSpot workflows aid in: minimizing errors when a large number of emails are sent manually, following up on leads easily, managing marketing initiatives effectively, enrolling leads and nurturing both old and new prospects, setting your end goals, tasks/things you plan to achieve like a conference or a. HubSpot Services. HubSpot support is available via chat, email, or phone for Marketing Professional accounts and above. We use cookies to make HubSpot's community a better place. The most powerful marketing, sales, service, and CMS platform on the planet. if job title is know then i have branches for each of the personas: if title is x, persona property is y. Thanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. Said contact is already sales-qualified but downloaded an ebook using a pop-up form and is now enrolled in the nurture workflow. But yes, the domain is set up for Hubspot to use. In your HubSpot account, navigate to Automation > Workflows. Suppose you're using HubSpot Workflows. Do you know what happens to contacts that are currently enrolled in the workflow if I turn the workflow off? Will. Engagement properties (such as Meeting outcome) cannot be used for re-enrollment, so if you need contacts to re-enroll, those won't work. Sequences: Sequences enrollments are enrolled individually or in bulk through a Contact List. Sequence Enrollment Limit via Workflow. 4. The record doesn't meet the workflow's enrollment triggers. The last step will be to set the checkbox back to “No. Next challenge is that I want to send an email when it's more than 30 days since the last login. Records can only be enrolled in a workflow that is turned on. com How to test your workflow. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. 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. Here’s a screenshot of what the entire workflow looks. This is HubSpot telling you how many contacts are currently in that action, not how many have ever been in that action. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. As of Monday 10th May many of my users have not been able to see or use the manual workflow enroll button as they did previously. Likewise, allowing write access to the "Unsubscribed from all Email" and "Opted out of email: [subscription type]" fields would enable this automated functionality from Salesforce and other integrations who can't view the Subscription Type. Adding a workflow if/then filter at the beginning of our workflows would be to much of a monumental task, since we have over 600 workflows. How to create a HubSpot workflow using a template. Example: -1- Contact Create Date is after 1-1-2050. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. It should be possible to manually send an email if it is saved for an automation or a simple workflow. . My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. Napsauta rekisteröitävän yhteyshenkilön nimeä. . I noticed the Deal Score would not change when I update any of those properties unless I manually enroll a deal itself (even if it met the trigger via the test algorithm). This How to Use HubSpot with Tim will walk you through bulk enrolling prospects into sequences. Ok just a misunderstanding of terminology. There is no way to turn this off. Enrols contact list manually only in bulk or individually. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. Email 1 - "Hey we want to get some feedback on x" Contact Response - "I'm not the right person to ask" Unless I personally un-enroll the user, they will get the second and third email. You can also enroll individual contacts into workflows from the contacts panel. We use cookies to make HubSpot's community a better place. You'll then be brought to the workflow editor. Or, learn how to create a new workflow. In your HubSpot account, navigate to Automation > Workflows. Click the nameof a workflow. So we've created a workflow that has B, C and D in enrollment and re-enrollment triggers and implemented an if/then logic to set the correct value for A depending on B, C and D values. Of course, you'll want to. I don't want to edit each wait step just to test a single lead and then go back and rebuild them. This happens when other admins swap out forms on landing pages. " Click "and" to select the same workflow, then select "has not met the goal. 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. Sometimes that trigger is a list membership or a form submission. No auto-enrollment but simply a manual enrollment should be able to get the previously merged contact into the workflow when desirable (determined by a human in other words). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi you are correct. Something else worth nothing may be there was a previous version of this same workflow that was ope. We use cookies to make HubSpot's community a better place. I activated a workflow without selecting the existing deals and now need to enroll the previously existing deals in the workflow. As of Monday 10th May many of my users have not been able to see or use the manual workflow enroll button as they did previously. No matter what type of object-based workflow you build, all automation starts with a trigger or action/quality that sets everything in motion. . This allows you to take the appropriate actions to test out the different branches. To add an automated email, click Automated email. knowledge. You'll need to temorarily TURN OFF your actively running workflow before the "Review" button will appear in the upper right corner. A contact from my database registered for an event and didn't receive the confirmation message because they were listed as a non-marketing contact. e. The Workflows API currently only supports contact-based workflows, the latest stable version of. To set up your list criteria and add records to existing lists, learn how to determine criteria or. Obvious downside to this is the lack of. With that, your workflows are complete and you can test the. Once we worked with over 700+ lists in workflows didn't face any such thing. Currently, there isn't a way to enroll deal in a deal based workflow via API. 1. Manually relaunch a workflow. Contact support. For company workflows, you can only enroll one by one. It would go like this: If a contact has at least one active policy, don't enroll; If a contact switches to zero active policies (custom contact property) and now has 1+ inactive policies (custom contact property), enroll in win-back workflowI'm trying to create a workflow that assigns a "HubSpot team" (an out of the box property) to a contact based on the specific form that was filled out and the page on which that form is published. Contacts already met the workflow goal. English English Español Português FrançaisThe Total contacts enrolled count is the number of contacts that have ever started the workflow, so that count won’t go down, whether a contact. In the upper right, click Create workflow. Depending on the type of workflow, different enrollment triggers will be available. 4. If this workflow should only be triggered manually (either by a user in HubSpot or through the API), set this to true. Considering that this popped up when I tried to send this post, I'm guessing it's just a bug, though. In the re-enrollment settings you have to specifically select the form: Bes. In the right panel, click the Re-enrollment tab. - That ticket contains custom fields to add the value that is. We can set properties of an object from a workflow, but not associations. Select Set up triggers. trigger is " job title is known". Hi @Isaac_Takushi, I hadn't tried it this way around and it works out even better. There is no way to turn this off. Workflows API Overview. Hey @PriyankaPrakash hmm, I'm not sure why you can't enroll existing contacts to be honest! I would need to take a deeper look into your workflow settings to troubleshoot further. You could set up a new workflow to re-engage them or manually put them back into the workflow, but there’s a better solution—using re-enrollment triggers. Now you need to specify what. 3. If you've already registered, sign. Out of the box, without custom development, workflows do not have any cap / throttling features. 4. Hello, I am wondering if you can set up a workflow to automatically add users to a list. One quick workaround for a once off enrollment would be to create a static list of the contacts you want to enroll, then set an OR on. 1. Set an action to manually enroll into Workflow A. Set up the trigger, then click Apply filter. Conditions. Set enrollment criteria. Allow nodes to merge. Simply deleting my goal allowed users to enroll again. The Workflow is ON switch will be toggled on in the top right. Choose Contact-based as the workflow type and select the appropriate workflow type for your needs, then select Next. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Source: HubSpot. A record that is already enrolled in a workflow won't re-enroll while it is still active in the workflow. Step 2: Setting your workflow’s enrollment triggers. SEO. In the right panel, select a filter type for your enrollment trigger and set up your enrollment criteria. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. For example, updating an enrolled contact’s. A contact from my database registered for an. HOWEVER, time does not stop once you turn off a Workflow. Ok, but that sounds like the solution then. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list. hubspot. It would be great to have this feature - Thanks! We use cookies to make HubSpot's community a better place. We use workflows extensively for the sales team as a way for them to add data. Once the workflow gets triggered, an enrollment is created and the workflows engine begins to execute the actions in the workflow. 2. Constantly updating data for every one of your prospects is tough. To learn more,. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Instead of using mul. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Manually enroll yourself. Step 9: How to Test Your WorkflowEnrollment . Your contacts went through the earlier actions as well. In the workflow editor, click Set enrollment triggers. Still, you face the issue, open a ticket with HubSpot support by clicking the blue Help button on the right. Napsauta oikeassa paneelissa, Työnkulun jäsenyydet-osiossa, Hallitse. . Thanks a bunch for the advice!!! RebeckaHi Thanks for reaching out. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. To. Get a HubSpot CRM account Get a HubSpot developer. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Delete all enrollment criteria. We use cookies to make HubSpot's community a better place. In the right panel, select the when an event occurs. This is expected behavior. Set the enrollment conditions to match whenever a contact has a value in the non-mandatory field, then use the set a contact property action to set a date time property with the current date. 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. tab and click the plus icon. Vs. Rather, a specific Owner with a Paid Seat must be selected. 5. Huge traffic spikes and slow response times from our dependencies are a fact of life. It looks like you're working a company-based workflow which has an action to update the property value of an associated record. I think my problem here is that many deals are enrolling at the same time, and there's no way for me to sequentially process them several seconds apart to avoid hitting the 4 per second search API limit. You can create enrollment triggers off of marketing email clicks inside of a HubSpot workflow like so: 1. Add the ability to remove a contact from a workflow if contact responds to an email. But I dont believe my current setup doesnt trigger when I update my contact with the desired assocation label ("bruker" in this case). The use case is: there are many countries using the same portal, all users of a country are member of a "HubSpot team" specific for that country so. You would set this custom contact property to "yes" at the end of the contact-based workflow. WF: waiting for event #1. For another, unlike meetings booked through a scheduling page, meetings booked from a proposed time do not count as a conversion. And no, unfortunately there's no way to reverse workflow enrollment. This is awesome, I am going to go through the workflow now and try to find the trail as to why this occured. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. That means less manual work and time back in your team's day. 1. Mistake #1: Incorrectly Using Goals. You can create personalized, automated email workflows that can get. Automated enrollment is available for HubSpot Sales Enterprise Customers only. Click the name of the workflow to navigate to the workflow editor. To enroll a record from within a workflow: 1. >>" Can I have a workflow that has both manual and automatic enrollment? " Of course you can. Manually re-enrolled records do not need to meet the initial enrollment triggers to enroll. Set an action to manually enroll into Workflow A. Limit the number of contacts in a workflow. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment. Hubspot already allows this if you manually click into a contact --it needs to be accessible via workflow. An 'Enroll in sequence' action and an `Unenroll from sequence` action. ) Best regards! Hi , To 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. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. Hey hmm, I'm not sure why you can't enroll existing contacts to be honest! I would need to take a deeper look into your workflow settings to troubleshoot further. And yes, I made sure the re-enrollment settings were set. Set enrollment criteria. Unlike sequence, workflow doesn’t let you unenroll contacts automatically. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. Several collegues followed the same walkthrough and did confirm. Hello, We have a workflow that we sometimes need to modify (eg: the values of the properties that will be set by this workflow will vary every 3 months). Some possible options: It sounds like you might be enrolling deals based on an automatic enrollment trigger set up in the workflow, so you could instead remove the trigger and manually enroll contacts. There may be other workflows that run off of deal creation, or a sales rep may manually update the close date a bit after creating the deal, that overrules this step. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating segmented lists or. If you only want to enroll contacts manually, leave the enrollment trigger box blank. English English Español Português FrançaisThanks Karsten, your screenshot pointed me in the right direction. Given the repeatability requirement using property triggers doesn't really fit unless I manually toggle the trigger property back and forth which seems. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. So far so good. We use cookies to make HubSpot's community a better place. 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. Make sure that you have re-enrollment enabled. The lead status contact property is blank as default, so use this simple workflow to update. . 7 Upvotes. Note: This should only be set to true if segmentCriteria is empty. Hi , Can you please share a screenshot of your workflow? If you can't, are there delays, how long does it take for a contact to go through the workflow from start to finish? Have you maybe set working hours in the workflow settings? Generally, a contact cannot be re-enrolled while they're still. It was supposed to go out to all 800. You have to have Marketing Pro in order to send automated emails because they are a function used for marketing activities rather than a sales tool. Turn the workflow on. Hello, It would be very helpful if we can enroll members (manually or enrolling them from another workflow) not from the top but from one of the steps. If you are still encountering issues, click the Help button in the bottom right of your HubSpot portal. )What is a HubSpot workflow audit, and how can it help your business? In this blog, learn a few steps to review workflows and reduce errors. Steps to resolve. 1. Remove from all other workflows optionin Unenrollment and suppression. When the Automation runs, Demandbase identifies people that. The field on teh deal is now a sngle selection drop down with 4/5 different actions listed, all of which send a custom email communication (transactional) User navigates to the field and decides what they want to. Hi , This is not a company-based workflow, not a contact-based workflow. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Hi, it would be super helpful to have the following workflow feature available: Sometimes objects (contacts, companies, deals) need to be enrolled manually to a workflow and usually it makes sense to enroll them and they start from the enrollement trigger. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You just finished building your workflow with the enrollment criteria and actions you want. To learn more, and to see a full list of cookies we use, check out ourGot it @lasseschou, thanks for the clarification. Also, the trigger of the workflow is based on properties' values that won't changed, but some conditions inside the worflow depend on properties whose values will. Delays and actions are based on the action before it, not the lead's enrollment date. The enrolment means the contact gets enrolled and runs through the whole workflow. Can I have a workflow that has both manual and automatic enrollment? In my use case, I've got an onboarding. Knowledge base articles , covering everything from setting. This workflow should be able to trigger another workflow and based on the result and passed request object select required email template, substitute values and send an email. We use cookies to make HubSpot's community a better place. One trick I use - for temporary Workflows (e. Community Blogs Knowledge Base right Chat & Automation right Workflows right Set your workflow enrollment triggers Set your workflow enrollment triggers Last updated: November 6, 2023 Available with any of the following subscriptions, except where noted: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise Manually enroll Companies into a workflow by list. . Additionally, you can manually enroll a contact within your workflows series. These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. Set your action to send the email to the contact. - When that field is changed to Yes, a new ticket is created in a relevant pipeline stage. In workflows, there is more flexibility in terms of how you want a workflow to function. Currently, if you have a workflow that only uses enrollment from another workflow, the enrollment detail appears as though it is just manual enrollment (no other triggers). To 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. Use HubSpot workflows to send automated messages across channels, pull in HubSpot CRM data,. I would like to create a win-back workflow that is centered around a custom property. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Sequences are best suited for manual enrollment, and they allow sales representatives to personalize individual emails before sending them. Hi Rick, I import lists on a daily basis that go through a workflow to send emails. Hi @A_Walters,. Napsauta Rekisteröi. If you've already registered, sign in. I need to update the parameters of an Active List. The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers. We use cookies to make HubSpot's community a better place. Also, the trigger of the workflow is based on properties' values that won't changed, but some conditions inside the worflow depend on properties whose. Step 2: Setting your workflow’s enrollment triggers. BUT I always have to manually enroll the deals into the workflow (by shutting it off and turning it on again, even though re-enrollment is turned on), because workflows do not get triggered by line items. Go to Workflows. –Ralph. When I go to click Save I get a pop up that is not very clear. Yes this will work as long as the email sent from the form is a marketing email. by another workflow using the enrol in workflow action. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. Until Hubspot builds a way to sequentially step objects through a workflow, I don't think it will be possible. Contacts cannot be enrolled in a workflow more than once at a time, so. Create and manage workflows. I'd like to enroll those customers into a automated workflow to We use cookies to make HubSpot's community a better place. I'd like to execute a sequence we've. From there you can track your contacts from the List or from. Now, we’ll set up workflow B. We use cookies to make HubSpot's community a better place. I'm hoping we can get the actual workflows up and running!. We use cookies to make HubSpot's community a better place. For example, if you want contacts to re-enroll when their Lifecycle stage changes, this can be achieved by including 'Lifecycle stage is known' as an enrollment trigger and enabling re-enrollment for it, too. We use cookies to make HubSpot's community a better place. Set your action to send the email to the contact. Manual Unenrollment. I'll also be asking clarifying questions along the way. To manually unenroll contacts, click on the contact profile, and on the top left side (above the contact name), there is an option to unenroll contact. @Saravanan90 workflows cannot be enabled in a test (or trial) portal, but you can still manually enroll a contact using the test workflow feature. Are you sending this email after y. To edit an existing workflow, hover over the workflow, then click Edit. (This requires Operations Hub Professional. When following these steps, you, the workflow creator, are able to go through the workflow as a contact would. If the user logs in, and then waits another 30 days, the email should fire again. (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. In HubSpot reports, create a new dashboard and selectBecause admins can manually add contacts to a workflow, it's super frustrating that we can't also manually un-enroll them once the workflow is JavaScript must be installed and enabled to use these boards. I have a schedule workflow which I enroll contacts only one time. I see no good example of why this would be a good idea. To be able to clone a branch and use it on a separate branch, especially I'm using the same parameters/conditions, it can save so much time by allowing copying and pasting, instead of building the branch from the start of adding time delay and adding conditions and actions afterwards. 4. External email in workflow. You would enroll deals based on the form submission of the associated contact. ('is known' is equivalent to 'has changed' in HubSpot workflows. The user must complete one form. if job title is know then i have branches for each of the personas: if title is x, persona property is y. These activity properties can however not be used for re-enrollment and don't necessarily reference the latest activity. How to create a HubSpot workflow from scratch. Conditions: Allow flexibility to define functions by allowing If/Then. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. hacky. To enroll a list of contacts. Then, the workflow will change the HubSpot owner to sales representative B. 0 Upvotes. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In the upper right of the tab, use the search bar to search for the record. We feel your pain. 1. In the right panel, view the record's workflow history. To learn more, and to see a full list of cookies we use, check out ourI agree a stage enrollment would be sweet! Glad this worked for you. The workflow is not turned on. Additionally, you can enroll a static list or individual contacts yourself, after which the workflow continues as determined by your goal. I see that creating a record from a workflow allows associations to be set for enrolling objects (see below), but we would like to be able to set associations for already existing objects. Select Start from scratch, then click Create workflow. It looks like you're working a company-based workflow which has an action to update the property value of an associated record. I tweaked it slightly to "Number of associated deals has been updated in the last 1 day" and it picked up all the pending company records and enrolled them. . Contacts. Enroll them manually (not many deals in my case). Click the sequence name. Excellent, thanks, Frank. Insycle's ability to integrate Recipes with HubSpot Workflows is ideal when you want to: Automatically apply formatting, deduplication, or other changes to newly-added data. Hey , While there's no documentation on how the updated in last x days type workflow enrollment trigger works, I was able to confirm how things work by running some test on my end. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). ) The custom code action could delay further actions if a defined contact. Hi @RebeccaShultz, Out of the box this is currently not possible. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. I want to enroll the user in a workflow to get feedback on the product. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The easiest way to do that, in my opinion, would be creating a first list of contacts who have been sent the email and a second static list of contacts who have been enrolled in t. Clone your workflow. Example: A user on our website starts to fill in a form -> Adds them to a workflow -> they then get added to a list Thank youOnce the workflow is live, new contacts would enroll when they're added manually to the static list. Out of the box, without custom development, workflows do not have any cap / throttling features. Due to low volume and a long sales cycle, I would like to be able to manually enroll and send a customer survey via external email through a workflow. The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Then make the last step in the Workflow to unset th. Enrolling previous existing deals in the workflow. I know I could manually enroll contacts by creating a list, but my enrollment criteria is very complicated, and I have several workflows that need to be adjusted – this would be a tedious workaround. Paid. Manually enroll contacts into a workflow and have them bypass any steps. No matter what type of object-based workflow you build, all automation starts with a trigger or action/quality that sets everything in motion. Thanks for bringing this back up. The following workflows would be deal -based. So if we apply your suggested 5 min or similar delay to the relevant workflows and then our initial workflow has a 1 min delay and has the steps. If I enroll them, they will have to go through the delay, alt. . Hey @lasseschou, to get on the same page, I'd like to reiterate what you're looking to accomplish.