Last updated: October 13, 2020
In your workflow's settings, you can manage when actions should execute, set unenrollment criteria, add associated campaigns, and allow Salesforce enrollment.
In the General section, you can manage the days of the week and times that actions can execute, allow contacts to be enrolled from Salesforce, and associate contact-based workflows with HubSpot campaigns.
By default, workflow actions will execute as soon as an enrolled record reaches the action. To specify when actions can take place:
When a record reaches an action outside of the set timeframe, the action will be rescheduled for the next available time. To prevent workflow overload, actions are rescheduled to execute within a 15-minute timeframe. For example, if the next available time is 9:00 AM, actions will be rescheduled for times between 9:00 - 9:15 AM.
Delays and if/then branches aren't rescheduled, but the action that follows will. For example:
In contact-based workflows, if you've installed the Salesforce integration and added the HubSpot Visualforce window, you can choose to enroll Salesforce leads and contacts that have synced to HubSpot. To enroll Salesforce leads or contacts, select Yes, allow enrollment from Salesforce.
If you're a Marketing Hub Professional or Enterprise user, this contact-based workflow setting allows you to associate your workflows to any of your campaigns. Click the Campaigns associated with dropdown menu and select a campaign name.
When a campaign is associated with a workflow, the following data will be available in the campaign:
In the Unenrollment and suppression section, you can set the criteria to unenroll records. In contact-based workflows, you can also manage enrollment of merged contacts, remove contacts that no longer meet enrollment criteria, and prevent enrollment of contacts who meet the criteria of a specified list.
In company, deal, quote, and ticket-based workflows, set the criteria that removes records from the workflow:
This contact-based workflow setting allows you to decide what will happen to enrolled contacts who are also enrolled in another workflow. By default, contacts will not be removed from other workflows.
By default, when you merge contacts, the remaining contact will be enrolled in a contact-based workflow if they meet the enrollment triggers. To prevent merged contacts from enrolling in a workflow, select No for this setting.
This setting determines whether a contact will be removed if they no longer meet the enrollment criteria while enrolled.
The No, keep them in this workflow option is selected by default. Select Yes, remove them from this workflow to remove contacts when they no longer meet the starting enrollment criteria.
In contact-based workflows, click the Suppression lists for this workflow dropdown menu and select a list of contacts that you don't want enrolled in the workflow.
Adding a suppression list to a workflow will do one of three things based on a contact's current enrollment status:
If a suppression list is removed from a workflow's settings, or if contacts are removed from a suppression list, those contacts will not automatically enroll in the workflow, even if they meet the workflow's enrollment triggers. They will be eligible to enroll the next time they meet the workflow's enrollment or re-enrollment criteria.
Set workflow enrollment triggers to automatically enroll objects into your workflow when they meet specific...
After creating your workflow and setting your enrollment triggers, choose the actions for your workflow....
By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers...