If you are trying to unenroll or exclude objects in company-based, deal-based, quote-based, or ticket-based workflows, learn how to set unenrollment triggers.
In your HubSpot account, navigate to Automation > Workflows.
Click the name of your contact-based workflow.
In the upper left, click goalSet goal.
In the dialog box, set a criteria for the goal. For example, you can select Contact property | Lifecycle stage | is any of | Customer to unenroll or exclude contacts who have a lifecycle stage of Customer. Then, click Done.
To add multiple criteria to the goal, click ANDor OR. Learn more about AND vs OR logic.
When you're done, click Save.
Going forward, any contact that meets the goal criteria at the time of enrollment willnotbe enrolled in the workflow. Contacts who are active in the workflow and meet the goal criteria will be unenrolled from the workflow. You can identify active contacts that were unenrolled from your workflow as a result of meeting the goal criteria in theworkflow history.
Please note:goal conversion rates are used to measure thesuccess of a workflow in nurturing contacts, and are only available in Marketing Hub Professional and Enterprise accounts.