In HubSpot, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Re-enrollment triggers are used to allow records to be re-enrolled in the workflows.
Add re-enrollment triggers to contact-based workflows
- Go to Automation > Workflows in your HubSpot account.
- Click the name of a contact-based workflow.
- Click the box Contact enrollment trigger.
- In the right panel, click the Re-enrollment tab.
- Select the checkbox Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs.
- Select the triggers you want to use for re-enrollment.
- Click Save.
Add re-enrollment triggers to company, deal, ticket, quote, or custom object-based workflows
- Go to Automation > Workflows in your HubSpot account.
- Click the name of a company, deal, ticket, or quote-based workflow.
- Click the box enrollment trigger.
- In the right panel, click the Re-enrollment tab.
- Click to toggle the Re-enrollment switch on.
- Select the triggers you want to use for re-enrollment. Learn more about which triggers you can use for re-enrollment.
- Click Save.