CRM

toni-waldo
Member

Unenroll all contacts from a sequence at the Company level

SOLVE

We currently enroll multiple people from the same company in a sequence and send emails and make calls; if we get someone to answer the phone and set a demo with us we want to unenroll everyone from the sequence since we've got a meeting scheduled. To do this we have to click into each individual contact and unenroll them - we really need a way to unenroll all contacts from sequences from the company record. 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Unenroll all contacts from a sequence at the Company level

SOLVE

Hi @toni-waldo,

 

This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below:

 

karstenkoehler_2-1626500683304.png

 

Your workflow could look like this:

 

karstenkoehler_4-1626500786619.png

 

Let me know if you have any questions! You can help others find this information by accepting this as a solution. (I'd appreciate it!)

 

Have a great day

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

0 Upvotes
2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Unenroll all contacts from a sequence at the Company level

SOLVE

Hi @toni-waldo,

 

This is now possible in Sales Hub Enterprise! See the screenshot of a contact-based workflow below:

 

karstenkoehler_2-1626500683304.png

 

Your workflow could look like this:

 

karstenkoehler_4-1626500786619.png

 

Let me know if you have any questions! You can help others find this information by accepting this as a solution. (I'd appreciate it!)

 

Have a great day

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
JessicaH
HubSpot Alumni
HubSpot Alumni

Unenroll all contacts from a sequence at the Company level

SOLVE

Hi @toni-waldo,


Thanks for reaching out.
I want to tag in some subject matter experts to see if they have any suggestions.
Hi @Krystina @dan_sitton @willsmith , do you have any thoughts on this?

Thanks!
Jess   


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