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Trigger a workflow when an event happens

Only events after the workflow is on count.

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Professional or Enterprise
Permissions
Workflows access
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: event triggers only enroll for events after the workflow is turned on. Extra filters are checked only at the moment the event happens. The record must exist before the event. You can't test enrollment with event triggers.

1. In HubSpot

The relevant screen in my demo portal.

Workflow trigger panel showing the Start when this happens section and the Only enroll contacts that meet these conditions section highlighted
What starts enrollment (1) and the conditions a record must meet (2).

2. Worth knowing

For records already past the event, use filter-based triggers instead.

3. Related

Date-based triggers and custom events.

Sources

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