Automatically ending a workflow once a contact responds

[JNunez6]

Hi!

I would like to make a deal-based workflow where we will send emails to contacts from a deal. I'd like to make it so that the workflow ends once one of the contacts from the deal responds to the email/s sent. 

Is this possible? Should I create a workflow or just a sequence?

[karstenkoehler · Accepted solution]

Hi @JNunez6,

If the automatic unenrollment criteria for sequences don't interfere with what you're trying to do, then I'd go with a sequence: https://knowledge.hubspot.com/sequences/unenroll-from-sequence#automatic-unenrollment

(The criteria include more than just an email reply, so if contacts should continue receiving your emails despite a meeting being booked, for example, that won't work.)

To track the replies to automated marketing emails, you would have to first follow these steps: https://knowledge.hubspot.com/marketing-email/track-replies-to-marketing-emails-sent-from-your-conne...

Once set up, you can reference a reply to a marketing email in contact-based workflows: https://knowledge.hubspot.com/marketing-email/track-replies-to-marketing-emails-sent-from-your-conne...

Since you're sending emails from a deal, you would need an additional custom deal property as a helper here: In a contact-based workflow, enroll contacts when they reply to any of your emails, then set the property value of your custom deal property to "Yes" from that contact-based workflow. In your deal-based workflow that sends the automated emails, automatically unenroll the deal when the custom deal property is set to "Yes".

Let me know if you have any follow-up questions!

[isofian]

Hey Karsten! Thank you for your helpful reply and the articles you linked. This basically solves the same problem for me.

Had another question: I'm setting up emails to be sent through a workflow to contacts after they submit a form on our website. Does your solution on using reply data work if I'm using it as an if/then branch in the middle of a workflow? Or does it have to be an enrollment trigger, which can only be used in the beginning of a new workflow?

Basically, I want to be able to send the emails to a new contact after they submit a form, and, if they respond, stop the workflow and thus further emails.