Tips, Tricks & Best Practices

ODaniels
Member

Can I undo a bulk manual pipeline enrolment?

SOLVE

I was creating a pipeline workflow automtation and accidentally bulk enrolled *all* deals into the pipeline - how do I unerol them?

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

Can I undo a bulk manual pipeline enrolment?

SOLVE

Hi @ODaniels

 

Can you share a screenshot of the automation you're referring to?

 

Generally there is no back button for automation. If the automation made changes to a record, the steps to go to the previous state are manual. Here's a good tutorial: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting-Bulk-Property-Changes-by-Impor...


If you have a Professional subscription, you can use another workflow to unenroll the records from an automation like @Jnix284 explained.

 

If you share more details, I can elaborate.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
ODaniels
Member

Can I undo a bulk manual pipeline enrolment?

SOLVE

Thanks @karstenkoehler, that worked (along with some livechat help from a great Hubspot agent)!

😁

Jnix284
HubSpot Employee
HubSpot Employee

Can I undo a bulk manual pipeline enrolment?

SOLVE

Hi @ODaniels I would create a new workflow with the trigger that says "was enrolled in X workflow" and then set your unenrollment to be the specific workflow ("X"):

Jnix284_0-1707933800152.png

 

This will remove them from the workflow when you enroll them in the new one. 

 

You can then set the workflow to remove them once the criteria are no longer met (they aren't part of workflow "X") - change this from No to Yes (mine is greyed out because I didn't configure the criteria yet):

Jnix284_1-1707933863648.png

 


replies and solutions prior to May 2025 were as a member of the community and are not an official response as an employee of HubSpot


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

Can I undo a bulk manual pipeline enrolment?

SOLVE

Hi @ODaniels

 

Can you share a screenshot of the automation you're referring to?

 

Generally there is no back button for automation. If the automation made changes to a record, the steps to go to the previous state are manual. Here's a good tutorial: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting-Bulk-Property-Changes-by-Impor...


If you have a Professional subscription, you can use another workflow to unenroll the records from an automation like @Jnix284 explained.

 

If you share more details, I can elaborate.

 

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.