CRM

smk
Member

Use a workflow to unenroll a contact from a sequence?

SOLVE

Is this possible?

 

Many thanks.

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

Use a workflow to unenroll a contact from a sequence?

SOLVE

Hi @smk,

 

That's not possible at the moment. Sequence enrollment can't be referenced or changed by workflows.

 

All available options for unenrollment are listed here: https://knowledge.hubspot.com/sequences/unenroll-from-sequence

 

Hope this helps!

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

Beratungstermin mit Karsten vereinbaren

 

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6 Replies 6
MiaSrebrnjak
Community Manager
Community Manager

Use a workflow to unenroll a contact from a sequence?

SOLVE

Hi @smk & @Kraysler_AN ,

 

thank you reaching out to the Community and @karstenkoehler for posting about  this feature update. I wanted to chime in here - this feature went live this week and is available in our Sales and Service Hub Enterprise. You can read more about  enrolling and unenrolling contacts in sequences with the help of workflows in this Knowledge base article

 

Cheers 

Mia


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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Use a workflow to unenroll a contact from a sequence?

SOLVE

Hi @Kraysler_AN, apparently not – I'd recommend reaching out to your customer success manager and asking for access to this. Best regards!

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
Kraysler_AN
Participant

Use a workflow to unenroll a contact from a sequence?

SOLVE

Hi, @karstenkoehler I don't have that option to enroll or unenroll from a sequence under External Communication (or anywhere else). Is this functionality rolled out to everyone? Screen Shot 2021-07-21 at 9.25.08 AM.png

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Use a workflow to unenroll a contact from a sequence?

SOLVE

Hi @smk,

 

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

 

karstenkoehler_0-1626500084198.png

 

 

Your workflow could look like this, I picked a closed won deal as an enrollment trigger to unenroll from a sequence:

 

karstenkoehler_2-1626500124879.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
smk
Member

Use a workflow to unenroll a contact from a sequence?

SOLVE

Thanks very much.  It helps me understand, but it's not as helpful an answer as I was hoping for!  🙂

 

Be well.

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

Use a workflow to unenroll a contact from a sequence?

SOLVE

Hi @smk,

 

That's not possible at the moment. Sequence enrollment can't be referenced or changed by workflows.

 

All available options for unenrollment are listed here: https://knowledge.hubspot.com/sequences/unenroll-from-sequence

 

Hope this helps!

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.