Quick tipHow toSmart CRM
Use a dataset in workflows, segments or reports
Scheduled workflows only.
- Subscription
- Data Hub Enterprise
- Permissions
- Data access
- Time
- 2 min · Advanced
- Last verified
Short answer
HubSpot's KB: datasets can trigger scheduled workflows, create segments and reports. Records appearing in multiple rows enroll only once.
1. In HubSpot
The relevant screen in my demo portal.
What starts enrollment (1) and the conditions a record must meet (2).
2. Worth knowing
Check row structure before enrolling.
3. Related
Workflow triggers.
Sources