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 willnotbe enrolled in the workflow even if they meet theenrollment 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 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 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.