How to Unsubscribe a deal from a workflow if it's enrolled in another workflow?

[RandyPat]

Hi everyone,

I'm working with deal-based workflows in HubSpot, and I need some help setting up an automation rule.

🔁 Here's what I'm trying to achieve:

If a deal is enrolled in Workflow A, I want it to be automatically unenrolled from Workflow B — and vice versa. In other words, a deal should only be active in one workflow at a time.

I know this kind of logic exists for contact-based workflows (through the “Unenroll contacts from other workflows when they are enrolled in this one” setting), but I can’t seem to find the equivalent for deal workflows.

So far, I've tried:

• Setting unenrollment triggers in the workflow settings — but they don’t seem to allow "if enrolled in another workflow" as a condition.

• Using custom properties to track workflow names and adding unenrollment logic — but it's clunky and doesn't seem very scalable.

• Looking into workflow goals — but those aren’t available for deal-based workflows.

❓Does anyone know a way to achieve this kind of mutual exclusion between deal workflows? Or at least a workaround that doesn’t require too much manual setup?

Thanks in advance!

[RandyPat]

As always thank you Karsten !

[karstenkoehler · Accepted solution]

Hi @RandyPat,

You're right, goals and workflow enrollment are not supported for deal-based workflows. However, other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Goals-within-Deal-based-workflows/idi-p/385144

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

As far as workarounds go, if you don't want to use properties (your second bullet point), you could add the deal to a deal list. List membership is available as a workflow unenrollment criterion:

Since there's also a workflow action "Add to static list", you could solve this without additional custom properties.

Have a great day!