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:
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.
If a record is currently enrolled in the workflow and meets the unenrollment triggers: the record will be immediately unenrolled from the workflow.
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 and notifications tab.
In the left sidebar, click Unenrollment and suppression.
Click Set unenrollment triggers.
In the left panel, 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 ANDor OR. Learn more about AND vs OR criteria.
After setting your unenrollment triggers, click Save.
Thank you for your feedback, it means a lot to us.