Hi! After we merged contacts, some contacts got re-enrolled in a marketing workflow and received mails out of nowhere. It w…

Hi @StefanTV , In the Settings tab of a workflow, you can specify how the workflow should handle merges: [image] Best rega…

It was the case that contact 2 was enrolled, contact 1 was not. So after merging, contact 1 got re-enrolled. Here you can fi…

Hi @karstenkoehler , Thanks for your reply! We also found those settings the last time it happened, however, it keeps occurr…

Hi @StefanTV , If contact 1 was already enrolled in the workflow and after merging contact 1 and 2, the merged contact enroll…

Hi! Do you maybe have an update on this one?

Hi @StefanTV , Unfortunately I don’t. I’d recommend taking this up with HubSpot support, they investigate this directly in yo…

Hi Karsten, It doesn’t appear that this feature works with tickets… Do you know of a way to keep merged tickets from unenrol…

Re-enrollment after merging

CBN May 31, 2023, 11:17am 9

We have just had issues with merged contacts being unenrolled from all workflows instead of being where they are/reenrolled.

Why don’t you get an warning about workflows in progress on either contact when you merge?

Topic		Replies	Views
Preventing contacts from reenrolling in workflows after a merge HubSpot Ideas workflows , object	28	15327	June 1, 2023
Please change something so all merges won't be unenrolled from workflows HubSpot Ideas workflows	5	944	August 27, 2026
When merging contacts it must be possible to select workflows for the merged contact HubSpot Ideas workflows , object	5	1545	August 27, 2026
Keep merged contacts from re-enrolling, keep them in the same step of the workflow HubSpot Ideas workflows	1	907	January 27, 2021
Ensure Smooth Customer Experiences with Merged Contact Setting in Workflows Releases and Updates	2	5188	June 1, 2023