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Manually unenroll records from workflows

Last updated: May 3, 2024

Available with any of the following subscriptions, except where noted:

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

In addition to using suppression lists, goals, or unenrollment triggers to automate workflow unenrollment, records can also be manually unenrolled from workflows. 

While all record types can be manually unenrolled from the workflow details page, contacts can also be manually unenrolled from the contact record.

Please note: the option to unenroll a record from a workflow will only appear if the record is still active in the workflow. If the record has completed the workflow the option will not appear.


Unenroll records from the workflow details page

  • In your HubSpot account, navigate to Automations > Workflows.
  • Hover over the name of the workflow and click More. Then, select View details
  • On the workflow details page, click the Action logs tab or the Enrollment history tab. 
  • In the upper right of the tab, use the search bar to search for the record.
  • Hover over an event for the record, then click Unenroll.
  • In the dialog box, click Yes. The selected record will be unenrolled from the workflow. 

unenrol-object

Unenroll contacts from the contact record

  • In your HubSpot account, navigate to CRM > Contacts.
  • Click the name of the contact.
  • In the Workflow memberships card on the right panel, click Manage.

 

  • To search for a workflow, in the upper right, use the search bar to search for the workflow name.
  • In the status column of the table, click Unenroll.
  • In the dialog box, click Yes, unenroll from workflow.

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