The contacts have finished and left the sequence. There it can be accomplished with a contact-based workflow. But all contacts will enroll. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. For example, I enroll contacts in sequences and send emails as the marketing manager but the email signature is the contact owner which is a sales rep. (This is preset based on the date you chose on the previous screen, but can be edited. Hi OK, with 7 different properties, I will try setting the workflow: Worry 1 is known --> trigger SMS sequence 1 --> At the end of sequence 1 I. We'd like to be able to create a sequence and enroll a Contact List instead of having to add contacts one by one, bulk or via workflow. View all posts. Step 2: Choose an existing workflow or create a new workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Using Sequences, you can tee up your follow-up for the appropriate day and time. Hey @KVanIngelgem, There isn't any way to set a priority for workflows. Select the triggers that you want to use for re-enrollment. This video shows you how to enroll up to 50 contacts into a sequence at once in HubSpot. We are also in progress providing new 'Sequence-based triggers' for the entire HubSpot platform. If you want to have control over how many contacts are being enrolled in a sequence, this currently requires some manual element (selecting contacts for enrollment, creating segmented lists or. Hi Karsten, many thanks for the quick and helpful feedback on this! Unfortunately the Hubspot Operations Pro plan is not an option. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. When using the property filter is known for re-enrollment, objects can re-enroll in two. What you could consider doing is using unenrollment and suprression rules. We use cookies to make HubSpot's community a better place. Allow cookies. 1. If you would like to automate this, this is possible through a custom code action (available as a template here) which requires a Operations Hub Professional Subscription. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. . Provide Professional tier customers with the ability to automatically trigger a sequence to enroll or unenroll based on different contact criteria or engagement. For example: 12 weeks from event: trigger a 6 email workflow, that delivers an engagement message every tw. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Your contacts went through the earlier actions as well. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. For example, if you know how many people you'll enroll in a typical week, you could just set up as many splits as you want to keep you under the sending limits. As enrollment triggers I've narrowed it down to if a contact is active in a sequence and associated with a deal in the correct. 9 Useful HubSpot Workflow Examples. . In the top right, click Create Sequence. I would advice you to break out the modules into short workflows and t. Using a date reference ("is today") adds a bit of complexity since you're asking HubSpot to compare to characterics instead of just. This workflow tool will allow you to send and streamline your marketing emails directly through HubSpot. )If you really want to set it up that way, you may be able to leverage both a workflow and a sequnce: Create the above sequence just for the call tasks. A few hundred would be sufficient for us. Options Status: Idea Submitted NGriffis on Jan 4, 2023 11:36 AM Follow Add "Contact Owner" as option for Sender in the "Enroll in Sequence" workflow action. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. See the screenshot of a contact-based workflow below: Your workflow could look like this, I picked a closed won deal as an enrollment trigger to unenroll from a sequence: Let me know if you have any questions! You can help others find this information by accepting this as a solution. (They won't be unenrolled unless they meet a goal criterion, enter an exclusion list etc. An 'Enroll in sequence' action and an `Unenroll from sequence` action. To turn a workflow on: In the upper right of the workflow editor, click Review and publish. The deal-based workflow would re-enroll deals when "Software expiration date is less than 90 days from now". Hello , I was able to find this post in the HubSpot Community Ideas forum . Otherwise, the "Last sequence ended date" might be referring to an earlier sequence. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. In the upper-right corner, click Create workflow. (The "Unenroll from sequence" workflow action is only available in contact-based workflows. Hi , I'm not aware of any reports which would give you this information out of the box. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. First, make a “deal-based” active list and name it something you will. Hi, I have created a sequence and want to trigger the sequence through a speciic workflow. " We're considering using a sequence to send "renewal reminder emails. ThankyouCurrently, we enroll contacts in an abandon basket workflow. Best regards!Our team was so excited to get the new Workflows -> Sequences enrollment feature with Sales Hub Enterprise to take our automations to the next level. Let me know if you have. You can use manual enrol or create a list as trigger criteria, and the action would be to enrol in the 'x' sequence as an 'x' user (see workflow screenshot below). Set workflow enrollment triggers to automatically enroll records in a workflow when they meet specific criteria or complete an event. We are looking to set custom ways of automatically unenrolling a contact from a sequence, aka when a deal is Closed Won, or C ontact Lifecycle Stage becomes Customer. Click the name of the contact enrolled in the sequence. Workflow A: action 1 > action 2 > enroll contact in other workflow > action 4 > action 5. )I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. To enable re-enrollment: In the left panel, click the Re-enrollment tab. Workflows automatically enroll records based on the criteria set in the enrollment triggers. 2) Go to contacts and then contacts again. To give a user Delete access, they must be given Edit access. . Sequences are sent from the person who is enrolling the contact into the sequence, not the Contact owner. Next, we're going to go in enroll 47 contacts, then just go over here to the sequences and go into manage the sequence. English English Español Português Français1) When creating your landing page, you have the opportunity to send a follow-up email at the time of the form submission. To enroll from the sequence tool: In your HubSpot account, navigate to Automation > Sequences. When meeting certain criteria in workflow A, contact is. 1. The best way for me to illustrate this is to describe the problem I've just run into. The account I'm creating the workflow is a Sales Professional one, and we already connected the personal inbox. Yes, when you enroll someone in the sequence you can customize the content of the email. When it comes to email automation with HubSpot, it shouldn’t be an either/or decision. Set an action to manually enroll into Workflow A. To. Properties of Aloware actions . HubSpot’s sales automation tools work seamlessly with Gmail, Google Workspace, Outlook, and Office 365 for Windows. We use cookies to make HubSpot's community a better place. Your enrollment criteria would use Marketing Emails, then choose the relevant email, followed by Contact Clicked Link in an Email. @PamCotton Thanks, so I'm aware of that. We'll probably go ahead w/o the delay but we'd prefer to add a 30 minute-delay to make it auto-enrollment seem. Which section of the article exactly are you referring to? If you're enrolling all contacts that have a street address, all will enter the workflow and the copy action will be limited by association label. If you pick the latter, click [object]-based to determine the type of records you want to enroll in the workflow (e. . There are multiple types of workflows in HubSpot based on your end goals. If you want to make bulk updates to existing records, it is best to make those changes using the. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). ----- This is now in public beta!If we can't connect, we enroll the prospect in an email sequence. Use bulk enroll for specific use-cases, not for prospecting. In the right pane, set an unenrollment trigger. suppression list settings. In the workflow settings, make sure to select that contacts should be unenrolled once they don't meet the enrollment criteria anymore. HubSpot Sequences. Hello On having 7 different fields for worries with having only one possible value, we can esily fix our workflow possibilities check/scope. Last SMS) --> Delay 2 days --> Enroll into Workflow 3. Start: Contact completes a conversion point (e. eg; when contact property is. Fourth, turned on my workflow and enroll all eligible contacts. But the seq. In the workflow editor, click Set up triggers. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. Hey, You should be using variables based on custom fields. Lead Capture Forms: By connecting Sequences or Workflows with HubSpot's forms tool, you can automatically enroll new leads into a. A webhook workflow will need to be created in Hubspot for the deals that you'd like to export. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. After that workflow wizard will be opened. " Is it possible to create a workflow that enrolls a deal's billing contact into a sequence when the "Sofwar. Our sales team has been requesting to enroll more than 50 contacts in a sequence, as well. If the option is turned on, the HubSpot will enroll any contact that. There isn't going to be a solution where you access this directly from a deal-based workflow. This will allow Sequence properties to be used in List building, Report building, and Workflows. eg; when contact property is. 2. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. This way, a sequence will stop the workflow. Allow cookies. 2. What is the difference between a sequence and a workflow in HubSpot? Sequence is for sales emails. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Josh. I'm not sure what whe are missing. With workflows, HubSpot can automatically copy the value of. Click the button. For some contacts, it skips one of the sequences. Hi , As of this month, there are more filter options for sequences available in lists and workflows: However, I believe that this was possible before already. I realized that using "enroll into another workflow" feature can help greatly reduce the number of YES/NO branches need to use. You’ve ended a call with a prospect who is weeks, months, or a quarter away from taking whatever the next step is. What you could consider doing is using unenrollment and suprression rules. Note that you will NOT be able to access emails created in the. So to give more clarity. ) The custom code action could delay further actions if a defined contact. Hey Hubspot community, I think it would be incredibly helpful if there was a way to easily mass-unenroll contacts from sequences. You can't add a delay using the automation in Sequences. 3. I've created a workflow to determine whether or not a contact in the sequence has replied to an email or not, and there hence update the deal stage to a new one. You may choose to enroll records manually. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Use contact-based workflows to automate sequence enrollment and unenrollment. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. In the top left, click the Manage tab. This will ensure that any contact that has a create date that is "known" (all of them will have this) will be enrolled. An 'Enroll in sequence' action and an `Unenroll from sequence` action. After the convo, we usually change the leadstatus. We use. If you're re-enrolling a contact based on a form submission and the if/then branch checks which value the property has, it will be the most current one. We use cookies to make HubSpot's community a better place. 2. Aug 19, 2023. This limitation is insane. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. Allow cookies. Would like additional workflow enrollment criteria regarding sequences, specifically the option to choose "Finished sequence" AND "No response. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. It is not possible to trigger a workflow via the enrollment into a particular sequence. To unenroll contacts from a sequence with a workflow: 1. We’ll cover: - How to use workflows in HubSpot- How to use Sequences i. In your HubSpot account, navigate to Reports > Dashboards. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. These emails are being sent from the connected personal inbox of a user – and HubSpot can't let you send communication from another person's inbox. Thanks, DianaHi , You can use the contact properties "Last sequence enrolled" and "Last sequence ended date" for this. If a contact is removed from a workflow, all future events that they are scheduled for will not take place. In the workflow editor, click the + plus icon. The first and only action in this workflow would then be the "Set property value" action. From a workflow's Settings tab, you can manage when actions should execute, set unenrollment triggers, add associated campaigns, allow Salesforce enrollment, and configure workflow related notifications. The workflow types can be created for the following objects: Contact-Based Workflow. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. If you are enrolling a contact into a sequence, select the Sequence you want to enroll them in, the. First, it appears that we can't change the enrollment workflow in order to add a delay. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , Thanks for reaching out to the Community! You would need a Sales Hub or Service Hub Enterprise subscription to enroll contacts in a sequence via a workflow. See morekarstenkoehler Apr 21, 2023 12:03 AM Follow Add a Sequence within a workflow Hi @rmaza, It is in contact-based workflows, see here. Hi all, I'd like to set up my conference delegate onboarding workflow so that it will progressively skip the earlier emails in the sequence the nearer an enrolment gets to the event date. Visual Editing. Enroll contacts in sequences right from Gmail or Outlook for desktop so you never lose touch. Allow cookies. We use cookies to make HubSpot's community a better place. This is the obvious one. The email reply will also be logged on the CRM record. g. If there is a chance that a contact might land in another sequence and should be re-enrolled again, it should look like this: That means that a contact will re-enroll when the number of deals changes an. However, the contact is still enrolled in the sequence. Allow cookies. Set up the trigger, then click Apply filter. So to give more clarity. Click on Create workflow. . I am currently trying to set up the workflow, however, I cannot find the filter type "sequences" as my enrollment trigger. . The first and only action in this workflow would then be the "Set property value" act. Placeholers => required to be manually personalized before enrollment 3. We use cookies to make HubSpot's community a better place. If not, the best that you can do is to create an active list that would capture these people and enroll that list in a workflow that assigns the task to the contact owner to enroll t. Unenrolling contacts from a sequence in HubSpot is a common request - but how do you do it the right way? There are 3 main ways and we'll show you how in thi. In the upper right of the tab, use the search bar to search for the record. g. Sequences feel so isolated from everything else in automation. Any idea on how to trigger a workflow when someone in a sequence replies to the email? Seems unbelievable that you can do that for marketing emails. But while using sequences, you need to send emails from your connected inbox. 3. If it's via workflow, then yes, your approach by letter could be an option: If these contacts are being enrolled in bulk by users, then any solution would rely on the sales users. Like many things, it can be achieved with custom code actions in workflows which require development. The Workflows API allows for full CRUD access to workflows in your portal. 'Unenroll from Sequence` - unenrolls a contact from any Sequence they are actively enrolled in. rather than having to place them into a list in order to bulk enroll them into a workflow! See more ideas labeled with: Workflows; 3 Upvotes 1 Reply Msyvrais. Workflow 3 to workflow 7: similar to Workflow 2, but at the end of workflow 7 not enroll into another workflow. For example, you can use workflows to:Hi @MBrommekamp,. You could, in addition, create a workflow that looks at anyone in your database who had previously been enrolled in the original sequence to automatically get enrolled in the new sequence so you don't have to individually select. And from there, you can decide if you want to only see contacts that have been enrolled, completed the workflow, is currently active, etc, etc. Here are two ways to manually enroll contacts into a sequence on HubSpot. So if we apply your suggested 5 min or similar delay to the relevant workflows and then our initial workflow has a 1 min delay and has the steps. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. With multiple sequences, you would enroll a contact. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). HubSpot Updates. After creating your workflow and setting enrollment triggers, choose actions to add to your workflow . I'm curious as to whether the workflow passes the enrollment as the action (causing the contact to move on immediately to the next step), or the completion of the sequence as the. @dennisedson Can't say that I know enough about sequences to answer that question and outside of "hs_latest_sequence_enrolled" I'm not seeing anything usable out of the box. Here are some common starting points to consider -. If we manage to get a contact on the phone to discuss their proposal. Can you confirm if you have an Enterprise account or. Since recently, sequence enrollment can be automated via workflow: This is what a workflow would look like: Under Last sequence enrolled, the ID of a sequence needs to be put in, not the name, unintuitively. Before going into an in-depth article about HubSpot Workflows vs HubSpot Sequences, here is the core difference: Workflows cover in-depth automation options based on triggers, actions, delays, conditions, and goal tracking. The first sequence has 5 emails and associated tasks. Discussions. Use the workflows tool to take your automation to the next level. Once the contact's enrollment resumes, the sequence will start. In the upper right, click Add report, then select From the report library. Click the name of the workflow to navigate to the workflow editor. Placeholder Sequence Workflows. Here's the idea: I'd like to be able to enroll a contact in a specific workflow in the event that contact completes a specific sequence. When it comes to email automation with. To do: Use ”Is known" as an enrollment and re-enrollment criteria. The reason we can’t use workflows, (which we do now) is because workflows don’t have reply detection. In the top left of the workflow editor, click Details. . It's common for us to have multiple deals/projects for the same contact. As a next step, in the workflow Settings > Unenrollment and sup. Hi , Automatic deletion is not available as a default workflow action. Of course you are correct, Hong. In the dialog box, click Yes. I love the fact that I can now enroll contacts in a sequence using a workflow and choose who should the emails come from within HubSpot. However, with Automated Sequences Enrollments in HubSpot Enterprise, users can automatically send personalized, one-on-one emails to qualified leads in the. If they are auto-enrolled into a sequence, that would eliminate this ability. Create a workflow from scratch and set the enrollment trigger to “Custom date property is known”. In which case, you can build a list of contacts who have completed specific workflows in the list builder. , deals, contacts, subscriptions). If the user goes to any page after thank you page then set property value. I agree, such a simple feature. Enrollment triggers: The second workflow would look like this. Hi @RebeccaShultz, Out of the box this is currently not possible. Thank you so much for this! At this time we do not have Operations Hub Professional, so that makes sense that it isn't an option. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. By default, records will only enroll in a workflow the first time they meet the enrollment triggers. Below that, the feature is not available. Either create a workflow from scratch or use the Marketplace t ab for a workflow. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Read on to learn how the tools differentiate and when to use each. As the account admin, it would be very useful to send emails and enroll contacts in sequences on behalf of another user. Many are LinkedIn connections and conversations, which we still want to manage with a multi-step, time-based sequence. haha ;) While not elegant (as you point out), even a workaround is generally better than a 'no'. (These call criteria. Click the name of the workflow or create a new workflow. HubSpot Updates. On the workflow details page, click the Action logs tab or the Enrollment history tab. HubSpot's sales sequence tool is a valuable way to make prospecting more efficient and effective for your sales team. It would be useful to uneroll contacts from a sequence in bulk, via a list membership, a contact view (or a even enroll and uneroll multiple contacts to a sequence via a workflow). Hi @NLuxembourg. . Hover over an event for the record, then click Unenroll. Given the point is to automate as much work as possible with the least amount of effort, I feel like this is something. Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created. If purchasing HubSpot Operations Hub is an option, feel free to reach out to. In the workflow that you want to trigger a sequence, click the + icon. Here are some common starting points to consider -. For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be the Sender of. 4. Click to toggle the Re-enrollment switch on. To learn more, and to see a full list of cookies we use, check out ourThis video shows you how to manually unenroll a contact from a sequence in HubSpot. We use cookies to make HubSpot's community a better place. If you want to only enroll contacts of a specific association label, you need to specify in the enrollment. Once you've navigated to contacts > lists > create list, select the "workflows" filter. If you want this email sent from a colleague's email, they would have to enroll contacts into. " Click "and" one more time to select "has completed workflow. There is no workflow enrolment limit - the main limits are either: the enrolment settings. For example if a contact goes through a sequence and does not convert they should be able to automatically be enrolled in an MQL lead nurturing email or to a list "Completed Sequence No Action". When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. . For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be the Sender of. An 'Enroll in sequence' action and an `Unenroll from sequence` action. However when we discovered that right now you can only enroll in a sequence from a contact-based flow, it was a bit of a setback. Sometimes we get a call back from the prospect and do a discovery. Let's have a look at the first workflow. I'd like to be able to use a hubspot workflow to enroll (and trigger) a contact into a sequence in the CRM. the re-enrolment settings. Create an email workflow that will enroll the lead in the call task sequence and then immediately start sending marketing emails from the sales manager. However an email is required to enroll a contact in a sequence. Use case specifically outlined: We receive a ton of inbound leads that we prequalify based on a set number of criteria. lead status changes from outreach attempted to contacted) and if that occurs, the following action is "unenroll contact from sequence". Allow actions to be automated based on when users complete a HubSpot sales sequence ie: Mark a contact property or add them to a list . When using workflows to enroll contacts in a sequence, it is only possible to select a pre-determined sender in the "Enroll in a sequence" workflow action. This is possible but you need a Sale or Service Enterprise subscription to achieve this, as it can be seen in this knowledge base article . Based on some of the comments in this thread, I believe folks are also awaiting functionality that will allow for lists to be created with such filters. Problem is that Custom Objects are for whatever reason not on the list of objects to be personalisation. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). For example, when a link is clicked in an email or when a page is visited. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. With Today’s date is unknown, new records would enroll into the workflow. I understand this isn't as elegant (or useful) a solution as HubSpot SHOULD have, but it is nonetheless a solution to automate properties based off people being in a sequence. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). We then combine this with 1 or 2 follow-up phone calls. For. New deals can be created in workflows but unfortunately workflows don't pick up information about how someone is interacting with a sequence. For example, when a contact submits a form to schedule a meeting or you want to follow up after a meeting. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). , free trial) Check Enrolled: Use a IF/THEN step to check if the contact has already enrolled in any sequence or has a specific tag indicating sequence completion. The contact must meet the starting conditions at the time they meet the reenrollment criteria in order for them to be reenrolled in the workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence. For large Teams with many users, this means you must create a specific if/then branch for every person on your team who might need to be the. Personalisation => based on custom fields. You’ve ended a call with a prospect who is weeks, months, or a. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Even when I manually try to enroll my work contact, it will not work. The Workflows API currently only supports contact-based workflows, the latest stable version of. You could do so by filtering for the contact property Last sequence. Enrolling a list in a workflow. A simple 'Replied to X in Sequence Y' would be so helpful. I want to create a workflow that does the following in order: 1. Set up the trigger, then click Apply filter. e. This is a contact property. Late to the party here, but contrary to what's been said, there are in fact better solutions than just, "No". Click the Manage tab on the top left. Some uses of lists in HubSpot include: Sending a marketing email to a list of contacts. From your HubSpot homepage, go to Automation, then to Workflows. The idea is currently being reviewed. Learn more about adding re-enrollment triggers to workflows. (I'd appreciate it!) Have a great dayThe sequence is the first point of contact we have with prospects after they enquire. Here are some common starting points to consider -. You can send sequences where email templates include: 1. Then, click Turn on. g. This is mentioned in this knowledge base article. In your HubSpot account, navigate to Automation > Sequences. You can also use contact based workflow to automatically unenroll contacts. We use cookies to make HubSpot's community a better place. While Sequences mainly serves a very specific need of sending semi-automated series of sales emails. Hi @A_Walters,. They will remove the contact from the same workflow. " The system will. Sequences and Workflow in HubSpot are not standalone tools. sure, but then you are just sending a generic email and we get 100's of. So our choices are manual enrollment or no delay, essentially. The other two options would work as well, virtually the same thing in this scenario. e. If we manage to get a contact on the phone to discuss. As a next step, in the workflow Settings > Unenrollment and sup. 1) Create the list. Click on the “Create Sequence” button. 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. From what I understand it is not possible to customize automatic unerollment from a sequence, and it's also not possible to reference sequence enrollment from a workflow. I'd like to execute a sequence we've built in our HubSpot CRM when a contact property changes. Sales Team 2. When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". See the screenshot of a contact-based workflow below: Your workflow could look like this, I picked a closed won deal as an enrollment trigger to unenroll from a sequence: Let me know if you have any questions! You can help others find this information by accepting this as a solution. If a contact completes one workflow (once he's completed all steps and has received the email), the workflow will be considered completed and the contact will automatically unenroll from. Must've been smokin crack when I originally answered this thread. We are a team of HubSpot experts. Set how long the delay will last by using the Days, Hours, and Minutes fields. This helps us out a lot. Thanks for this suggestion! I would like to add contacts who receive a certain email sequence to the Target Account list - which is basically the same issue as described above. We enroll these contacts in this sequence from the deal: Deal > Emails > Create Email > Sequences. We use cookies to make HubSpot's community a better place. If purchasing HubSpot Operations Hub is an option, fe. eg; when contact property is.