How to Schedule Quarterly Workflows in HubSpot

If you want to run a workflow every three months in HubSpot, you can create separate workflows for each quarter of the year. This approach simplifies enrollment management and reduces the chances of delays. Here’s a step-by-step guide to help you set it up effectively.

Steps to Schedule Quarterly Workflows

1. Create Four Separate Workflows:

   • Workflow 1: Schedule for January 1
   • Workflow 2: Schedule for April 1
   • Workflow 3: Schedule for July 1
   • Workflow 4: Schedule for October 1

2. Set Enrollment Triggers:

   • For each workflow, define the enrollment criteria based on your specific requirements. Consider using contact properties or other relevant conditions to ensure the right contacts are enrolled.

3. Manage Workflow Runs:

   • Each of the four workflows will run independently on its designated date. This setup helps maintain your quarterly schedule without overlapping issues.

Benefits of This Approach

• Simplified Management: By having distinct workflows for each quarter, you can easily track progress and make adjustments when necessary.
• Avoid Complexities: This method eliminates potential complications that might occur with a single workflow containing multiple triggers.

By following these steps, you can implement a reliable system for sending quarterly greetings, reminders, or other communications. This straightforward approach enhances your ability to automate processes without the stress of managing conflicting workflows.