Enroll and unenroll contacts in sequences using workflows

Using contact-based workflows, you can automate sequence enrollment and unenrollment. 

You should use a workflow to enroll contacts in sequences based on targeted criteria, such as when a contact submits a form to schedule a meeting, a deal has been closed, or you want to follow up after a meeting. You should not automate sequence enrollment in less targeted situations such as when you want to determine if recently imported cold leads are active, you need to enroll more than 100 contacts, or you need to use unpersonalized criteria like Create date is today to enroll.

Contacts can only enroll in one sequence at a time. When you use a workflow to unenroll a contact from a sequence, contacts will be unenrolled from the sequence.

Limitations

• If a user exceeds their daily send limit, the contact will not enroll in the sequence. The contact will instead skip the action.
• If a sequence that's used in a workflow is deleted, the workflow will no longer enroll contacts in the sequence.
• It is not recommended to use placeholder tokens, in sequences used in workflow actions, as you can't set the token value before contact enrollment, and emails will be sent with the placeholder text.

Enroll contacts in sequences using workflows

To set up sequence enrollment in a workflow:

• In your HubSpot account, navigate to Automation > Workflows.
• To edit an existing workflow, hover over the workflow, then click Edit. Or, learn how to create a new workflow.
• In the workflow editor, click the + plus icon to add an action.
• In the actions panel, select Enroll in a sequence. 
  
  
• Configure the action:
  
  • Use the Sequence dropdown menu to select the sequence that you want to enroll contacts in.
  • Use the Sender dropdown menu to select the user that will be listed as the sender of the sequence.

Please note: only users with a paid Sales Hub or Service Hub Enterprise seat and connected personal inbox can be selected as the sequence sender.

• • Use the Send from Email dropdown menu to select the sender's email address.
• Click Save.

Unenroll contacts from sequences using workflows

You can use the Unenroll from sequence workflow action to unenroll contacts from the sequence they're currently active in.

To unenroll contacts from a sequence with a workflow:

• In your HubSpot account, navigate to Automation > Workflows.
• To edit an existing workflow, hover over the workflow, then click Edit. Or, learn how to create a new workflow.
• In the workflow editor, click the + plus icon to add an action.
• In the actions panel, select Unenroll from sequence. 
  
  
• Click Save.