Account & Settings

MNar
Contributor

Why is task not deleted when contact unenrolled from sequence?

Just wondering why tasks appear to remain in my tasks list when I unenroll a contact from a sequence?

 

This is a very frustrating behaviour from Hubspot and can seriously cause some issues when you purposefully remove a contact because you do not want to contact them, yet they still have a task that needs to be completed from that sequence. 

 

Is there a way around this? I'm worried I'll accidentally email someone I shouldn't because of this.

9 Replies 9
KatieK
Participant

Why is task not deleted when contact unenrolled from sequence?

This is something that's been frustrating HS users for quite awhile by the looks of it.
I've just upvoted this idea - https://community.hubspot.com/t5/HubSpot-Ideas/Automatically-delete-tasks-related-to-Contacts-when-U... 

danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Why is task not deleted when contact unenrolled from sequence?

Thanks @KatieK - upvoted as well. 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Upvotes
MNar
Contributor

Why is task not deleted when contact unenrolled from sequence?

Thanks, upvoted too!

danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Why is task not deleted when contact unenrolled from sequence?

Hi @MNar. I've found this shortcoming in HubSpot with a client as well. There's also a "bug" that once a contact is enrolled, and you change their first name, the change doesn't happen in the scheduled emails. 

 

I don't know of a workaround, other than when you unenroll them, make sure you go to all of their tasks and delete or complete them. 

 

You can also submit this to the ideas forum here, where product managers monitor requests. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Upvotes
MNar
Contributor

Why is task not deleted when contact unenrolled from sequence?

Thanks Dan. Just experienced the issues with the name change, and also a bug where the email from an old task populated to a new task in a new sequence. Will submit, thanks!

danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Why is task not deleted when contact unenrolled from sequence?

@MNar at least you know it's not "just you" 😂 

 

Tag me back here when you have the Idea and I'll upvote & comment for visibility. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
franksteiner79
Key Advisor

Why is task not deleted when contact unenrolled from sequence?

Hi @MNar 

 

If the task was created before the contact was unenrolled, the task will remain.

If tasks are created outside the sequence, how do those get created and how are contacts getting enrolled in a sequence.

 

What is the structure of your sequence? As the name implies the order of actions is sequential, so if you send an email, create a task, then unenrol the contact - the contact will have been sent an email and have a task associated with it.

 

You say "I'm worried I'll accidentally email someone I shouldn't because of this." - Does this mean the task is to email the contact? Can you elaborate a bit on the overall process?

 

Thanks

Frank

 

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
TMubu
Participant

Why is task not deleted when contact unenrolled from sequence?

any ideas after receiving the answer to this question?

0 Upvotes
MNar
Contributor

Why is task not deleted when contact unenrolled from sequence?

Hi Frank, the process looks like this: I'll enroll a contact in a sequence, at the moment the first step is a linkedin connection when I also send a message. If a prospect respond to my LI message, I of course want to unenroll them from the sequence so that they're not being contacted on other channels when they've responded on one.

 

So then after receiving the message, I unenroll then manually from the sequence and log the LI message response and create a follow up for LI. However, the next step in the sequence is an email task and that remains in the task queue - I have to manually delete it.

0 Upvotes