Workflows

Set unenrollment triggers in company, deal, ticket, and quote-based workflows

Last updated: May 6, 2019

Applies to:

Marketing Hub  Professional, Enterprise
Sales Hub  Professional, Enterprise
Service Hub  Professional, Enterprise

Set unenrollment triggers to unenroll or exclude objects in company, deal, quote, or ticket-based workflows.

Please note:

  • If you have a Marketing Hub Professional or Enterprise account and are trying to unenroll or exclude contacts in a contact-based workflow, learn how to use suppression lists.
  • If you are a Sales Hub or Service Hub Professional or Enterprise user and are trying to unenroll or exclude contacts in a contact-based workflow, learn how to set workflow goals.

 

How unenrollment triggers work

Adding unenrollment triggers to a workflow will do one of three things:

  1. Company/deal/quote/ticket is not currently enrolled in the workflow and meets the unenrollment triggers: the company/deal/quote/ticket will not be enrolled in the workflow even if they meet the enrollment triggers at a later time.
  2. Company/deal/quote/ticket is currently enrolled in the workflow and meets the unenrollment triggers: the company/deal/quote/ticket will be immediately unenrolled from the workflow.
  3. Company/deal/quote/ticket is currently enrolled in the workflow and does not meet the unenrollment triggers: the company/deal/quote/ticket will remain in the workflow. However, if it meets the unenrollment triggers at a later time (while still active in the workflow), it will be unenrolled then.

Please note: a company/deal/quote/ticket that no longer meets a workflow's unenrollment triggers will not automatically be enrolled in the workflow even if they still meet the workflow's enrollment triggers at the time. A company/deal/quote/ticket is only enrolled in a workflow at the moment it meets the workflow's enrollment triggers or re-enrollment triggers.

 

Add unenrollment triggers to a workflow

  • In your HubSpot account, navigate to Automation > Workflows.
  • Click the name of the workflow.
  • Click the Settings tab.
  • In the right pane, set an unenrollment trigger. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000.

  • To add multiple unenrollment triggers, click AND or OR. Learn more about AND vs OR criteria.

  • After setting your unenrollment triggers, click Save.