Workflows

Set unenrollment triggers in workflows

Last updated: April 21, 2021

Applies to:

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

You can set unenrollment triggers to exclude or unenroll records from a workflow. Unenrollment triggers can be set in company, deal, ticket, quote, custom object, and conversation-based workflows.

Learn how to exclude or unenroll records in contact-based workflows with suppression lists.

How unenrollment triggers work

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

  1. If a record is not currently enrolled in the workflow and meets the unenrollment triggers: the record will not be enrolled in the workflow even if they meet the enrollment triggers at a later time.
  2. If a record is currently enrolled in the workflow and meets the unenrollment triggers: the record will be immediately unenrolled from the workflow.
  3. If a record is currently enrolled in the workflow and does not meet the unenrollment triggers: the record 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 at that time.

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 left sidebar, click Unenrollment and suppression.
  • 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.