Workflows

If contacts no longer meet the enrollment criteria, will they be automatically removed from the workflow?

Last updated: October 6, 2017

Available For:

Marketing: Pro, Enterprise
Sales: N/A

By default, contacts that are currently enrolled in a workflow will not be unenrolled when they no longer meet the enrollment criteria

There is an option in your workflow's Settings tab that controls this behavior. By default, when a workflow is created, the When a contact no longer meets the enrollment conditions, remove them from this workflow? setting is set to No. You can navigate to your workflow to change this setting to Yes.

If there are contacts who are currently enrolled when you change the setting and you'd like to unenroll them from the workflow, you'll need to do this manually. To manually remove a contact from a Workflow:

  • In your HubSpot Marketing account, navigate to Contacts > Contacts.
  • Click the name of the contact you'd like to remove from the workflow. 
  • Scroll down to the Workflow memberships section in the left sidebar.
  • Click Manage workflow memberships.

  • Click Unenroll next to the workflow you'd like to remove the contact from.

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