Late to the party here, but contrary to what's been said, there are in fact better solutions than just, "No". If you would like to automate this, this is possible through a custom code action (available as a template here) which requires a Operations Hub Professional Subscription. You can use workflows to enroll contacts in a sequence based on targeted criteria. We are looking to set custom ways of automatically unenrolling a contact from a sequence, aka when a deal is Closed Won, or C ontact Lifecycle Stage becomes Customer. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. 1. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. Click the Manage tab on the top left. With Today’s date is unknown, new records would enroll into the workflow. Hi @CSic. Criteria options might include: contact property, company property, deal property, list membership, form submission, email, page view, custom event, workflow status, and call-to-action. )If you really want to set it up that way, you may be able to leverage both a workflow and a sequnce: Create the above sequence just for the call tasks. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. eg; when contact property is. Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. Possible but more risky. Last SMS) --> Delay 2 days --> Enroll into Workflow 3. Insycle's ability to integrate Recipes with HubSpot Workflows is ideal when you want to: Automatically apply formatting, deduplication, or other changes to newly-added data. Using a contact-based workflow, you can enroll contacts into a sequence and choose the sender:. When creating a workflow from scratch, there are different types that you can select from based on the record type you would like to enroll. In your HubSpot account, navigate to Automation > Workflows . Placeholder Sequence Workflows. Manual emails => a task to send an email. You pause an individual contact's sequence enrollment from the contact's record: In your HubSpot account, navigate to Contacts > Contacts. Does anyone know if a workflow is possible that has a lead status cause unenrollment from (specific. The selected record will be unenrolled. ; By default, records will. Placeholers => required to be manually personalized before enrollment. Further to these researches we add them to the contacts. These emails are being sent from the connected personal inbox of a user – and HubSpot can't let you send communication from another person's inbox. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , Automatic deletion is not available as a default workflow action. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating segmented lists or something along those lines). Proceed to select the type of workflow you want to create. If you want to send another email to existing contacts, you would either have to send them this one email manually. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Choose the type of workflow you want to create and select “Email Sequence” as the starting point. Goal: To have the ability to enroll a lead into a specific sequence that would then trigger their enrollment into a particular workflow. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. (I'd appreciate it!) Have a great dayIt is great that we are able to enroll contacts into a sequence via a workflow, however, I noticed when doing this we do not have the option to set. To. As contacts join the list, they would also be enrolled in the workflow and then the sequence. . Of course you are correct, Hong. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. I think that could help us in breaking down the workflows into small modules with no confusions. It waits for the first workflow to set 30 day re-enrollment trigger to "Yes", clears the property, waits 30 days and then sets it to "Yes" again – which will make the deal re. Contacts can also be entered manually with a list. Set your action to send the email to the contact. Would like additional workflow enrollment criteria regarding sequences, specifically the option to choose "Finished sequence" AND "No response. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. The idea is currently being reviewed. Hey @KVanIngelgem, There isn't any way to set a priority for workflows. Trigger a Recipe based on events (such as a customer filling out a form). For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action". the goal settings. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Hi , Automatic deletion is not available as a default workflow action. . In the top right, click Create Sequence. Click on From scratch. Here are the steps: Log into your HubSpot account and click on Marketing > Email > Sequences. As a next step, in the workflow Settings > Unenrollment and sup. " Click "and" to select the same workflow, then select "has not met the goal. 1. The closest you could get with just the sales product would be to create a task via our Engagements API for the rep to enroll someone in a sequence once someone signs up for your product. Automating follow-ups. @dennisedson Can't say that I know enough about sequences to answer that question and outside of "hs_latest_sequence_enrolled" I'm not seeing anything usable out of the box. Any changes you make now don't affect them anymore. I'm curious as to whether the workflow passes the enrollment as the action (causing the contact to move on immediately to the next step), or the completion of the sequence as the. . To give a user Delete access, they must be given Edit access. Instead, Sequences and Workflows should be used in tandem for different types of leads, to maximize the value of your email lists and effectively drive conversions. Enroll contacts in sequences right from Gmail or Outlook for desktop so you never lose touch. Thank you so much for this! At this time we do not have Operations Hub Professional, so that makes sense that it isn't an option. Workflow B: action a > action b > action c > action d . Enrolling a list in a workflow. If a contact completes one workflow (once he's completed all steps and has received the email), the workflow will be considered completed and the contact will automatically unenroll from. When using workflows to enroll contacts in a sequence, it is only possible to select a pre-determined sender in the "Enroll in a sequence" workflow action. @PamCotton Thanks, so I'm aware of that. However, with Automated Sequences Enrollments in HubSpot Enterprise, users can automatically send personalized, one-on-one emails to qualified leads in the. Workflow is not turned on. Note that you will NOT be able to access emails created in the. Once you've navigated to contacts > lists > create list, select the "workflows" filter. Unenrolling contacts from a sequence in HubSpot is a common request - but how do you do it the right way? There are 3 main ways and we'll show you how in thi. Hello On having 7 different fields for worries with having only one possible value, we can esily fix our workflow possibilities check/scope. A Client can be part of more than 1 project and custom properties have to be shared. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Hey @KVanIngelgem, There isn't any way to set a priority for workflows. the workflow I have set up has the contact being added to two sequences one after another. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". With workflows, HubSpot can automatically copy the value of. However when we discovered that right now you can only enroll in a sequence from a contact-based flow, it was a bit of a setback. Placeholder Sequence Workflows. The other way around sales persons would have to make sure they check workflow enrollment first. We use cookies to make HubSpot's community a better place. Automating follow-ups. I'm curious as to whether the workflow passes the enrollment as the action (causing the contact to move on immediately to the next step), or the completion of the sequence as the action. We'd like to be able to create a sequence and enroll a Contact List instead of having to add contacts one by one, bulk or via workflow. You can use workflows to enroll contacts in a sequence based on targeted criteria. You can simply add the criterion "AND Now in sequence it not equal to True". However, the contact is still enrolled in the sequence. If the workflow is set up without any delays, then there would be no time for the contacts to click the link in the initial email and download the content. 1. You will be the sequence user, meaning any tasks assigned to the sender will be assigned to you, and you won't be able to filter sequence statistics based on sender. 2. Use bulk enroll for specific use-cases, not for prospecting. Create a workflow from scratch and set the enrollment trigger to “Custom date property is known”. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. I import lists on a daily basis that go through a workflow to send emails. This is the obvious one. Let's have a look at the first workflow. HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. How the "Enrolling Existing Contacts" Option Works. Click the button. Workflow following a sequence SOLVE We conduct research on relevant contacts for our sales. The workflow will then execute a series of actions on the enrolled record or associated records. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. How should one use the "Last Sequence Enrolled" and "Last sequence ended date" properties to check if the contact has responded? Would we check if the sequence ended before the expected end date?In the upper right, click Create workflow button and choose From scratch option. First, it appears that we can't change the enrollment workflow in order to add a delay. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This is a contact property. Hi , Thanks for reaching out to the Community! You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processing workflow and sequences. Step A - Create emails. (I'd appreciate it!) Have a gre. Learn more about the Workflows API in the Workflows API overview . Enrollment trigger: Contact is member of Webinar Registrants. What you could consider doing is using unenrollment and suprression rules. First, make a “deal-based” active list and name it something you will. (I'd appreciate it!) Have a great dayThe sequence is the first point of contact we have with prospects after they enquire. Set up the trigger, then click Apply filter. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. Then, click Turn on. The filters I currently have are shown here (see screenshot). If you're reading this article, chances are you know how. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criteria in the workflowRun of order / Priority on workflows. If the contact is not enrolled in a Sequence, nothing will happen, the step. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. We need to be able to put them in a sequence for each one. We use cookies to make HubSpot's community a better place. Automating follow-ups. The first and only action in this workflow would then be the "Set property value" act. The starting condition for any workflow could be to manually or automatically enroll contacts. On the Manage tab, you can compare how your sequences are performing by reviewing the. To further refine your trigger, click Add refinement filters. You could however bulk enroll up to 50 contacts in a sequence by following these steps . Second, I went into HubSpot and made a workflow that had the enrollment trigger as "Start Date" property is "known". Looking forward to your feedback its very much appreciated 🙂 English English Español Português Français Sequences cannot be sent on behalf of someone else. Our marketing tool has a workflow feature that allows you to automate the enrollment of a contact into a sequence of emails, but again, this would be a sperated thread of emails; you wouldn't be able to add a sequence of new messages to an. . . The sales rep would then manually enroll each eligible contact in the correct sequence. Choose what type of workflow it is and then give it a name at the top, then click Next. Either create a workflow from scratch or use the Marketplace t ab for a workflow. Otherwise, the "Last sequence ended date" might be referring to an earlier sequence. lead status changes from outreach attempted to contacted) and if that occurs, the following action is "unenroll contact from sequence". We have created a one-to-one sales email follow-up sequence that we enroll contacts in after we have sent them a proposal. An 'Enroll in sequence' action and an `Unenroll from sequence` action. We use cookies to make HubSpot's community a better place. Each deal in the pipeline has a date property called "Software Expiration Date. You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. Workflow 3 to workflow 7: similar to Workflow 2, but at the end of workflow 7 not enroll into another workflow. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. With multiple sequences, you would enroll a contact. We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. . To enable re-enrollment: In the left panel, click the Re-enrollment tab. Rather, a specific Owner with a Paid Seat must be selected. The other two options would work as well, virtually the same thing in this scenario. If purchasing HubSpot Operations Hub is an option, fe. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Step 2: Choose an existing workflow or create a new workflow. We use cookies to make HubSpot's community a better place. 0 Upvotes. I have a workflow that requires to enroll a Sequence. 2. " Is it possible to create a workflow that enrolls a deal's billing contact into a sequence when the "Sofwar. Discussions. " The system will. You can then use a contact-based workflow to enroll contacts with this value and unenroll. While Sequences mainly serves a very specific need of sending semi-automated series of sales emails. Let me know if you have any questions! You can help others find this information by accepting this as a solution. Can you confirm if you have an Enterprise account or an Enterprise trial? Thank you! Best, Kristen Use workflows to automate your marketing, sales, and services processes in HubSpot. What you could consider doing is using unenrollment and suprression rules. Can you confirm if you have an Enterprise account or an Enterprise trial? Than. Thank you for your help (as always!)Please see screenshot below - I am struggling with how and why my contacts haven't yet received the emails when all has been actioned as specified. In the workflow editor, click Set up triggers. So to give more clarity. I think this is just an oversight as a relatively new functionality but when I wish to use a workflow to enroll prospects into a sequence I am unable. We use cookies to make HubSpot's community a better place. 4. Here are two ways to manually enroll contacts into a sequence on HubSpot. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Rather, a specific Owner with a Paid Seat must be selected. We are a team of HubSpot experts. Here’s a step-by-step guide to setting up email sequences in HubSpot: Log in to your HubSpot account and navigate to the “Workflows” section. We use cookies to make HubSpot's community a better place. The first and only action in this workflow would then be the "Set property value" act. Workflows: select the checkboxes to let the user Delete, Edit, or View access to the workflows tool. Go to Workflows. As enrollment triggers I've narrowed it down to if a contact is active in a sequence and associated with a deal in the correct. Out of the box, without custom development, workflows do not have any cap / throttling features. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. They will remove the contact from the same workflow. By default, records will only enroll in a workflow the first time they meet the enrollment triggers. CRM & Sales Marketing Service RevOps & OperationsThanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. Click the name of the workflow to navigate to the workflow editor. This is HubSpot telling you how many contacts are currently in that action, not how many have ever been in that action. posting on behalf of a customer It would be great to be able to enroll, let's say, 1000 contacts to a workflow for sequence enrollment, but choose how many of those 1000 you want to enroll to the sequence daily so as to avoid reaching the daily limit, currently this is only possible manually, but. Literally the use case is: - You have an onboarding questionnaire - You want to follow up for users to complete it (you don't want to manually do it) - The user completes it, you want to stop bothering the user ->. Hover over an event for the record, then click Unenroll. An 'Enroll in sequence' action and an `Unenroll from sequence` action. This indicates that your workflow has an action to create a record that also meets the enrollment criteria for the same workflow. To enroll a list of contacts. If you would like to automate this, this is possible through a custom code action (available as a template here) which requires a Operations Hub Professional Subscription. This How to Use HubSpot with Tim will walk. Hi there, We are looking to set custom ways of automatically unenrolling a contact from a sequence, aka when a deal is Closed Won, or C ontact Lifecycle Stage becomes Customer. I've tried various ways to get this to work, and I'm having no issue with getting the workflow to work the first time, the issue is getting the workflow to re-enroll if the sequence is sent to the contact for a second time. Discussions. (This requires Operations Hub Professional. So that if a contact is added to the "in-market" workflow they're. Hi all, I'd like to set up my conference delegate onboarding workflow so that it will progressively skip the earlier emails in the sequence the nearer an enrolment gets to the event date. . I've implemented hubspot for some clients that have a qualification team on their sales process. Our leads come in through typeform, w. View all posts. 4) Bulk select the filtered contacts and chose the 'enroll in sequence' option from the tool bar. Personalisation => based on custom fields. You could, in addition, create a workflow that looks at anyone in your database who had previously been enrolled in the original sequence to automatically get enrolled in the new sequence so you don't have to individually select. Best regards!Our team was so excited to get the new Workflows -> Sequences enrollment feature with Sales Hub Enterprise to take our automations to the next level. For example, you can use workflows to: I am currently trying to set up the workflow, however, I cannot find the filter type "sequences" as my enrollment trigger. Here are some common starting points to consider -. eg; when contact property is set to 'X' trigger sequence 'Y' This workflow tool will allow you to send and streamline your marketing emails directly through HubSpot. Sequences are sent from the person who is enrolling the contact into the sequence, not the Contact owner. eg; when contact property is set to 'X' trigger sequence 'Y' I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. At the top right, click Create workflow. You can then use a contact-based workflow to enroll contacts with this value and unenroll them from the sequence. There it can be accomplished with a contact-based workflow. As a next step, in the workflow Settings > Unenrollment and sup. But all contacts will enroll. if No --> Enroll into Workflow 3. See the screenshot of a contact-based workflow below: This allows you to automatically enroll contacts into sequences (via workflows) based on any available workflow enrollment triggters. Hello As you mentioned previously that there are only 7 worries and if it's going to be fixed number then can you create a seperate field ( single-line text ) for each worries. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If it's via workflow, then yes, your approach by letter could be an option: If these contacts are being enrolled in bulk by users, then any solution would rely on the sales users. . We are a team of HubSpot experts. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. In the top right, in the alert above the contact's avatar, click Pause or Resume. Hi @RebeccaShultz, Out of the box this is currently not possible. Automate Sequence Enrollment for Sales. Last SMS) --> Delay 2 days --> Enroll into Workflow 3. Analyze your sequence performance using the following reports: Sequence enroll, opens, and clicks by month: it shows the total number of. . For example, you can use workflows to:Hi @MBrommekamp,. For "Last se. " We're considering using a sequence to send "renewal reminder emails. For example, if you know how many people you'll enroll in a typical week, you could just set up as many splits as you want to keep you under the sending limits. ThankyouCurrently, we enroll contacts in an abandon basket workflow. However, this will only work if the first sequence that you're mentioning is the first ever. In the left panel, select Ticket-based to enroll your workflow for tickets. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Glad you found a temporary walkaround. Start: Contact completes a conversion point (e. (In fact, there isn't any tool in the Marketing Hub that does. . For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). English English Español Português Français1) When creating your landing page, you have the opportunity to send a follow-up email at the time of the form submission. What kind of placeholder values have youHi - you can build the SMS texts with Salesmsg and use the IF/THEN branch to trigger the texts based on conditions you wish. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. The contacts have finished and left the sequence. Hi @Bob2245, "Create date is known" is the most immediate and easiest way to "catch" and enroll all new deal records. Hi, I have created a sequence and want to trigger the sequence through a speciic workflow. In the below example, contacts will always enroll in both workflows. If you select more than one reenrollment criterion, then each of those. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. (The "Unenroll from sequence" workflow action is only available in contact-based workflows. In the workflow that you want to trigger a sequence, click the + icon. It will allow you to send a series of email templates to your contacts. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. We use cookies to make HubSpot's community a better place. The first and only action in this workflow would then be the "Set property value" action. You can also use contact based workflow to automatically unenroll contacts. Hi @sarahdecarlo - I see what you mean; alternatively, if you have access to automation, you could use a workflow to enrol contacts in the sequence as someone else. Customize access to bulk actions, property settings, and the workflows tool. Aug 19, 2023. I realized that using "enroll into another workflow" feature can help greatly reduce the number of YES/NO branches need to use. Choose the checkbox next to the name of the contact you wish to enroll in the right panel. However, many of our clients use Sales Hub. This would only work going forward, not historically. I'm wondering if you can elaborate on the first solution. You can enroll contacts/leads in a HubSpot workflow from the HubSpot Visualforce component in Salesforce. If you have Enterprise you can automatically enroll contacts in a sequence and what you're asking is quite possible. eg; when contact property is. CRM Tools. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. This is the obvious one. SarahMayo1. . We use cookies to make HubSpot's community a better place. Hi , If you want to keep it within a workflow, your deal-based workflow would have to set the value of a contact-based property of all contacts associated to the deal (workflow action "Set property value"). In your HubSpot account, navigate to Automation > Workflows. Thank you for reaching out. NOT in Marketing Tab >Emails. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). So in short, we'd like to unroll users after a while. Hubspot. This limitation is insane. Hi , I would approach this using two workflows: a deal-based workflow and a contact-based workflow. If purchasing HubSpot Operations Hub is an option, feel free to reach out to. An 'Enroll in sequence' action and an `Unenroll from sequence` action. The sequences tool is only available for Sales Hub Professional or Enterprise users or Service Hub. In the left panel, click Delay. haha ;) While not elegant (as you point out), even a workaround is generally better than a 'no'. You can also use contact based workflow to automatically unenroll contacts. Option 2: Create a custom property -. Hi HubSpot, I'm experimenting with automating first interactions and call invitations of our sales team via a toolset consisting of lead processing workflow and sequences. Contacts already met the workflow goal. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. . The Workflows API currently only supports contact-based workflows, the latest stable version of. Kindly, PamStep 3: Set up your abandoned-cart workflow. This is mentioned in this knowledge base article. Good catch. When you go into this particular bucket, it will show some of the past metrics here from other sequences, other emails I've sent out in this particular sequence, and more related to the messaging. If you pick the latter, click [object]-based to determine the type of records you want to enroll in the workflow (e. Re-engage inactive contacts. It will allow you to send a series of email templates to your contacts. Hi Community! With the most recent update in Drill-downs for Sequences Open/Click Reporting it is now possible to filter contacts by sequence enrollment on the 'Overview' page. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Allow cookies. Mistake #4: Forgetting DelaysMany businesses also use HubSpot Workflows to automate internal tasks like sending notifications, updating Deals and contact properties, and creating tasks. 1. Gmail send error: when you enroll a contact in a sequence from Gmail, the first step is executed by Gmail, not the HubSpot email system. Once you've navigated to contacts > lists > create list, select the "workflows" filter. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). The selected user/sender must have a paid Enterprise Sales or. We use cookies to make HubSpot's community a better place. HubSpot Workflow Examples to Convert SQLs into Customers. I am currently trying to set up the workflow, however, I cannot find the filter type "sequences" as my enrollment trigger. This one checks for the close date and sends the notification. Sequences: Contacts will be automatically unenrolled from a Sequence when they reply to your email, or book a meeting with you. Out of the box, without custom development, workflows do not have any cap / throttling features. From there, HubSpot will bring you to the sequence dashboard. The account. Hi , hope you are doing well! Do you want to enroll contacts in a sequence using workflow? Or do you mean just send emails by workflow? Let me know what it is please, so I can provide the right recommendations for what you need. Click Enroll contacts at the top right of the sequence page. . Click on the “Add email” button to add an email to your sequence. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something Hubspot should native. It's sorted by most recent. In your HubSpot account, navigate to Automation > Workflows. Our leads come in through typeform, w. @RYaqoob To Dennis' point, I wonder if this is something you can do when enrolling the user into the sequence? Rather than listening for an email to be sent? For. A webhook workflow will need to be created in Hubspot for the deals that you'd like to export. It would be useful to uneroll contacts from a sequence in bulk, via a list membership, a contact view (or a even enroll and uneroll multiple contacts to a sequence via a workflow). This is a contact property. Your contacts went through the earlier actions as well. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Each locaiton has its own Sales Manager who uses HubSpot sequences. See the screenshot of a contact-based workflow below: Your workflow could look like this, I picked a closed won deal as an enrollment trigger to unenroll from a sequence: Let me know if you have any questions! You can help others find this information by accepting this as a solution. To view the details of an event, click the name of the event to expand it. From your HubSpot homepage, go to Automation, then to Workflows. Allow cookies. Hi , The easiest way to exclude contacts who are in sequences from marketing workflows is via the workflow enrollment criteria. Sales Team 2. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. 5. In the right pane, set an unenrollment trigger. Hi @AAadland,. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence. In the top right, click Create Sequence. You can now use list membership as a trigger for Company workflow enrollment - but lists are still not offered for manual workflow enrollment (in the workflow app or the tools app) The change was made. . In the right panel, the enrollment history will be displayed in reverse chronological order, with the most recent events appearing at the top. All available options for unenrollment are.