Enroll and unenroll contacts in sequences using workflows

Use contact-based workflows to automate sequence enrollment and unenrollment. 

You can use workflows to enroll contacts in a sequence based on targeted criteria. For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting.

You should not automate sequence enrollment in less targeted situations:

• If recently imported cold leads are active.
• If you need to enroll more than 100 contacts. 
• If you are using unpersonalized enrollment criteria like Create date is today.

Users in a Sales and Service Hub Professional account can also create workflows from the Automation tab to automatically enroll or unenroll contacts from this sequence based on other triggers. These workflows can be turned on and off from the Automation tab, or managed in the workflows tool.

Limitations

• Contacts can only enroll in one sequence at a time.
• 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

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.

To set up sequence enrollment in a workflow:

• In your HubSpot account, navigate to Automations > 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. 
  • Use the Sequence dropdown menu to select the sequence that you want to enroll contacts in.
  • Use the Sender type dropdown menu to select a Specific user or the Contact owner that will be listed as the sender of the sequence.Configure the action:
  • If you selected Specific user, click the Sender dropdown menu to select the user.
  • If you selected Contact owner, click the Contact owner property dropdown menu to select a property where the email address lives.
  • 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. Contacts will be unenrolled from any sequence, including sequences that are private or shared with only specific users and teams. To unenroll contacts from a sequence with a workflow:

• In your HubSpot account, navigate to Automations > 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.