To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. Set enrollment criteria to enroll specific records or manually enroll your contacts. to create a new automation or click the name of an existing automation. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Here’s a screenshot of what the entire workflow looks. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You could enroll contacts in a workflow once when the number of sessions greater than 1 (re-enrollment. If I have to manage recipients and template data I'm 90% to just sending it out from our own email infrastructure. The most powerful marketing, sales, service, and CMS platform on the planet. To enroll a list of contacts. Hi you are correct. So far so good. My solution was to add a property to HubSpot and then add it to the Workflow Enrollment Criteria. Due to the specific needs of the work. Once the actions are executed, they're executed. Just as a best practice, I realized that a workflow that is being iterated or created for the best time should always have a delay for X days as. Click the name of a contact-based workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If I have to manage recipients and template data I'm 90% to just sending it out from our own email infrastructure. To turn a workflow on: In the upper right of the workflow editor, click Review and publish. Also, the trigger of the workflow is based on properties' values that won't changed, but some conditions inside the worflow depend on properties whose. By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. In this case, if you're looking to enroll deal almost instantly when e. Insycle's ability to integrate Recipes with HubSpot Workflows is ideal when you want to: Automatically apply formatting, deduplication, or other changes to newly-added data. Un-enroll from HubSpot Workflow. An 'Enroll in sequence' action and an `Unenroll from sequence` action. 0 Conference. Update: Adding "Number of associated deals is known" as part of the enrollment triggers didn't work. You can also take action on associated records. Subscribe. If No: Create a step to check the box as “Yes,” and then continue with the rest of the lead nurture path. It is much like sequences with the added ability to measure response, click through and open rate. 1. We use cookies to make HubSpot's community a better place. Hi , This is not a company-based workflow, not a contact-based workflow. You can manually unenroll records to use suppression lists, goals, or unenrollment triggers to automate workflow unenrollment. Keeping track of people's actions and your response manually would be a tedious job. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. Websites. The sales rep would then manually enroll each eligible contact in the correct sequence. . If that's the case, you'd also enable re-enrollment as shown in my screenshot. Constantly updating data for every one of your prospects is tough. In cases like these, utilize the “enroll” button on the top right of your workflow to manually enroll a specific contact. set of tasks trying to connect with a contact). Even when I manually try to enroll my work contact, it will not work. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. amount is changed, using the 'Amount is kno. Workflows, on the other hand, are designed for. As of this moment, we will no longer be merging records in HubSpot. Trigger a sequence to enroll or unenroll automatically (Sales & Service Professional) Currently 'In development', this will provide the ability to automatically trigger a sequence, or set criteria for unenrollment on an indvidual sequence. You can then enrol these in a new workflow, but I don't think you will be able to re-enrol them in your original workflow with out sending them emails or having them complete the actions that have already passed once. Every time HubSpot offers a re-enrollment trigger, it is granting users access to their servers to perform an action. These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. Depending on which records you'd like to update Lifecycle stage for, in the left panel, select Contact-based or Company-based. Choose the Lambda function you created in step 2. Use the workflows tool to take your automation to the next level. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Solved: Hi! Anyone knows a way to enroll a contact in an advanced WF stage? (not from the beginning) Thanks!Clone your workflow. ) Best regards! Hi , To enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. But sometimes it makes sense to en. 4. The Workflows API allows for full CRUD access to workflows in your portal. We use cookies to make HubSpot's community a better place. How the "Enrolling Existing Contacts" Option Works. First, it looks like my goal criteria was keeping my users from re-enrolling. To learn more, and to see a full list of cookies we use, check out ourRight now I have a workflow that can find those enrolled in a sequence and create a task, but I still have to manually unenroll them. In the workflow editor, click the + plus icon to add an action. You would set this custom contact property to "yes" at the end of the contact-based workflow. The use case is: there are many countries using the same portal, all users of a country are member of a "HubSpot team" specific for that country so. Yea Joanna, the process is a little convoluted now. a one-off data change) is to set a temporary Custom Property that enrolls the Contact. ”Enrollment criteria: Re-enrollment: It doesnt seem to let me use the assoication filter as part of the re-enrollment criteria. Select "Lambda Function" as the integration type. Workflow 1: Unknown Lead Status. Set up the trigger, then click Apply filter. In your HubSpot account, navigate to Automation > Workflows. HubSpot workflows are automations that trigger certain desired actions in the CRM without you or your team having to perform any tasks manually. If Yes: End the workflow and do nothing. Have built a workflow that creates a ticket and then delivers a custom email that contains using html, a unique URL to go to a payment gateway that we have to allow payment to be made and linked to the deal. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. When I go to click Save I get a pop up that is not very clear. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. I have a workflow to segment my audience in personas. Enrollment criteria refer to the qualifications that must be met for a contract to be entered into a workflow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I've switched to the classic trigger type, selected my form as re-enrolment condition and everything is wo. Source: HubSpot. ) Action 2: Delay schedule and timing. WF: waiting for event #1. If HubSpot allows users to trigger a workflow every time someone sends an. Create a workflow that enrolls them in the sequence (i. We use cookies to make HubSpot's community a better place. Add actions for your contacts, companies, deals, quotes, and tickets. Follow these steps to set up your workflow: In HubSpot, navigate to Automation, and in the dropdown select Workflows. The Workflow is ON switch will be toggled on in the top right. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. Click on Create. 2. 3) enroll in another workflow: waiting for event #2. Set up the trigger, then click Apply filter. I would love to see this updated to include the list option as well. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You can also take action on associated records. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We feel your pain. If there aren't any contact properties that are suitable, you'd have to work with a custom contact property. When enrolling Contacts in a Sequence using a workflow, the automated emails cannot currently be sent dynamically "from Contact Owner". I created a new workflow and would like it to apply to existing deals. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Plan to send 3 emails asking for feedback 2 days between each. Re-enrollment triggers are not applicable with a scheduled workflow, as all records that meet the enrollment criteria. If you're creating a Zap from scratch, search for and select HubSpot as your app, Find Contact as your event, and click Continue. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. These. Hey @lasseschou, to get on the same page, I'd like to reiterate what you're looking to accomplish. The Workflows API allows for full CRUD access to workflows in. Conditions. . Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). 4. Hi @IBrockschmidt, If you want to enroll a contact into a workflow when a property changes, you would simply set the enrollment trigger to "is known": It sound like you'd want contact to be enrolled whenever that happens. As a part of our marketing automation, we're creating a workflow and our strategy requires sending out one-to-one emails. 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. Understanding HubSpot Workflows. On the other hand, in sequences, you can enroll a contact manually only, either individually or in bulk. Obviously, there are a lot of ways this could go wrong. But yes, the domain is set up for Hubspot to use. e. Set your action to send the email to the contact. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Choose your email type to start a new thread or reply to a previous email. Only manual re-enrollment option on Contact enrollment trigger. Enroll contacts in Teachable courses using workflows; Enroll contacts into workflows from Salesforce; Format your data with workflows; Manage workflow settings; Manage your unused workflows; Manually enroll records in workflows; Manually unenroll records from workflows; Monitor your workflow's enrollment with email notifications; Organize your. We use cookies to make HubSpot's community a better place. The easiest way to do that, in my opinion, would be creating a first list of contacts who have been sent the email and a second static list of contacts who have been enrolled in t. In the workflow editor, click Set up triggers. Hey @PriyankaPrakash hmm, I'm not sure why you can't enroll existing contacts to be honest! I would need to take a deeper look into your workflow settings to troubleshoot further. Click the name of your workflow. To learn more, and to see a full list of cookies we use, check out ourGot it @lasseschou, thanks for the clarification. Obvious downside to this is the lack of. Solved: Hi! Anyone knows a way to enroll a contact in an advanced WF stage? (not from the beginning) Thanks! Clone your workflow. To learn more, and to see a full list of cookies we use, check out ourWhen I manually placed my contacts in the List that triggers enrollment, the notification tells me "Your contact wasn't We use cookies to make HubSpot's community a better place. Usually the re-enrollment is the "gotcha" that catches most. Email 1 - "Hey we want to get some feedback on x" Contact Response - "I'm not the right person to ask" Unless I personally un-enroll the user, they will get the second and third email. Manually enroll yourself. below your "Add to middle" branch, add a go to action action. wrote: When using the contents of an auto-populated field, like IP Country, in a workflow, I always include and additional 'is known' check, as I too. You can set triggers and contacts will be enrolled in the workflow once they meet those triggers. For that i have created different deal properties (Product 1 Discount, Product 2 Discount) that in a workflow automation capture the data on discount on the specific products from the line items associated with the deal. - see Turn off workflows Also, when turning off Workflows, you'll be notified by HubSpot that there are Contacts ACTIVE in your Workflow. I import lists on a daily basis that go through a workflow to send emails. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). To further refine your trigger, click Add refinement filters. It looks like you're working a company-based workflow which has an action to update the property value of an associated record. Thank you for the super informative. Note: This should only be set to true if segmentCriteria is empty. Manually Enroll Deal into Ticket Building a credit control function against live deals to commuincate with clients over missed payments. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). I have a usecase: I need a way to trigger business logic in the HubSpot from external system through the API call. If they meet the goal prior to the workflow enrollment attempt, they will be ineligible for the workflow. One quick workaround for a once off enrollment would be to create a static list of the contacts you want to enroll, then set an OR on your workflow. Community Blogs Knowledge Base right Chat & Automation right Workflows right Set your workflow enrollment triggers Set your workflow enrollment triggers Last updated: November 6, 2023 Available with any of the following subscriptions, except where noted: Marketing Hub Professional, Enterprise Sales Hub Professional, Enterprise Manually enroll Companies into a workflow by list. The last step will be to set the checkbox back to “No. Likewise, allowing write access to the "Unsubscribed from all Email" and "Opted out of email: [subscription type]" fields would enable this automated functionality from Salesforce and other integrations who can't view the Subscription Type. I can't seem to find a way. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. You can create personalized, automated email workflows that can get. They all had read access to workflows but COULD still manually enroll contacts in workflows. See the screenshot of a contact-based workflow below: You could enroll contacts into this list based on their list membership. In the right pane, set an unenrollment trigger. 4. Ok, I've made some headway. Then make the last step in the Workflow to unset th. In which case, you can build a list of contacts who have completed specific workflows in the list builder. When I manually enroll contacts, it works as intended. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. If you are trying to set up a welcome email or some kind of follow-up to a form, you should be able to set that up as a part of the form (in "follow-up. Click the Settings and notifications tab. Commenting here as I had a similar case with a customer: From checking in with our product team, we confirmed that there isn't a way of staggering workflow enrollments at the moment (i. To get started creating a workflow: In your HubSpot account, navigate to Automation > Workflows . CRM & Sales Marketing ServiceTo set up a contact-based workflow that sets a contact's marketing status: In your HubSpot account, navigate to Automation > Workflows. Yes, enroll existing contacts who meet the trigger. Click the name of the workflow to remove the object from. But you DO notice when reviewing the workflow, because a clear notification appears at the first step. hacky. 1. You may choose to enroll records manually. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Navigate to. Hmm, that's not what we should be doing @lasseschou . Unlike sequence, workflow doesn’t let you unenroll contacts automatically. Get a HubSpot CRM account Get a HubSpot developer. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. Add a filter / select the filter category "Workflow enrollment": You can then specify whether the contact's engagement with your workflow: (If you're looking at a list that was used for enrolling contacts into a workflow, that might not be 100% accurate as contacts might leave the workflow before completing it, due to exclusion, un-enrollment. There may be other workflows that run off of deal creation, or a sales rep may manually update the close date a bit after creating the deal, that overrules this step. Create a workflow from scratch and set the enrollment trigger to “Custom date property is known”. . To edit an existing workflow, hover over the workflow, then click Edit. Sequences consist of more targeted emails, so it only offers manual enrollment, whereas workflow allows both automatic and manual enrollment. If the option is turned on, the HubSpot will enroll any contact that. This video shows you how to manually unenroll a contact from a sequence in HubSpot. if job title is know then i have branches for each of the personas: if title is x, persona property is y. You can select additional properties to refine the objects that you would like to enroll in the workflow. 1) Enrollment trigger: Manual, enable re-enrollment. To unenroll contacts from a sequence with a workflow: In your HubSpot account, navigate to Automation > Workflows. Contacts cannot be enrolled in a workflow more than once at a time, so. In the workflow editor, click Set enrollment triggers. Understanding Workflows in HubSpot, a free lesson on workflows from HubSpot Academy. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Hi @RebeccaShultz, Out of the box this is currently not possible. You just toggle the enrollment trigger settings to "Enroll Manually" in the workflow. In the top right of the editor, click More > View enrollments. Learn more about the Workflows API in the Workflows API overview . Conditions: Allow flexibility to define functions by allowing If/Then. Workflows API Overview. We use cookies to make HubSpot's community a better place. We use cookies to make HubSpot's community a better place. Hubspot. In the upper right, click Enroll in workflow. Allow cookies. In the top left of the workflow editor,. 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. Plan to send 3 emails asking for feedback 2 days between each. - HubSpot Community. To enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. . Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Once the workflow is live, new contacts would enroll when they're added manually to the static list. set this action to go to where you'd like your contacts to start. In the right panel, select the when an event occurs. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. g. @Saravanan90 workflows cannot be enabled in a test (or trial) portal, but you can still manually enroll a contact using the test workflow feature. Select a filter type for your Enrollment Trigger from the right pane. Standard workflows are triggered when a contact in your CRM meets the starting condition (s) of the workflow. . You Show Up. Change all delays to five minutes. From the workflow editor, you can check which actions require changes or have encountered errors. En el panel izquierdo, elige si deseas iniciar tu Workflow desde cero o utilizando una plantilla. . You could use a workflow to enroll contacts who click the Cancellation CTA and then set the workflow to send an internal email to yourself containing personalization tokens of the the contacts. You can also use workflow actions from. As long as you do not enable re-enrollment on that company lifecycle stage property, and when activating the workflow do not enroll companies that already meet the criteria, then the workflow will only trigger once, the first time a company becomes a customer and only email the contacts associated at that time. I know "is known" is supposed to include ". HubSpot will follow your exact instructions and you don't want deals created for every single. converted on a form, opened your recent marketing email and more!). Set the enrollment conditions to match whenever a contact has a value in the non-mandatory field, then use the set a contact property action to set a date time property with the current date. In your HubSpot account, navigate to Automation > Workflows. then I changed to anytime. We use cookies to make HubSpot's community a better place. You would have to find. hubspot. Hi all, I put together a workflow for a webinar my agency is putting together, but when the initial email went out, only 203 of the 800 contacts enrolled in the workflow recieved the email and only 203 were sent. e. You can’t use the HubSpot sales tool functionality within Workflows, but you can send sales-looking emails automatically to leads without manually enrolling them. I know I could manually enroll contacts by creating a list, but my enrollment criteria is very complicated, and I have several workflows that need to be adjusted – this would be a tedious workaround. when i first turned this on, i put every day at 3 am. trigger is " job title is known". Select Set up triggers. Now, we’ll set up workflow B. We use cookies to make HubSpot's community a better place. There is no way to turn this off. It would be great to have this feature - Thanks! We use cookies to make HubSpot's community a better place. Rather, a specific Owner with a Paid Seat must be selected. Click the sequence name. 2. . For example, updating an enrolled contact’s. So far so good. Use HubSpot's workflows to automate business processes and be more efficient. This workflow will clear the close date property as soon as you click "Create deal" at the bottom of the creation form, or as soon as another process creates a deal. 1. lead status changes from outreach attempted to contacted) and if that occurs, the following action is "unenroll contact from sequence". Now we can create the entry workflow on which the contact will enter the NPS flow. Before turning this workflow on, you need to review the workflow set. Allow nodes to merge. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. Since workflows are contact-based, the deal will automatically be assigned to the contact who submitted the form. Workflow Enrollment: Manual and Automatic. Servers cost. Have you checked via the Test button (upper right in the workflow editor) whether the records would enroll? Also, when you click Details in the top left of the editor and then into the Enrollment history tab, is the record listed here? (Use the Select a [record] dropdown to find your record. Unenroll Vs. The challenge is that, as noted in HubSpot’s knowledge base article on re-enrollment triggers, “By default, records are only enrolled in workflows the first time they meet the workflow enrollment triggers or are enrolled manually. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. To manually unenroll contacts, click on the contact profile, and on the top left side (above the contact name), there is an option to unenroll contact. In the right panel, the enrollment history will be displayed in reverse chronological order, with the most recent events appearing at the top. I had one contact enroll the workflow, waited for completion and manually updated the property's value after the contact completed the workflow. Sequences: Sequences enrollments are enrolled individually or in bulk through a Contact List. Jun. In the workflow, you can trigger and enroll your contacts to meet those triggers. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). I will advise you to log out from the acc and log in again, try creating wf only after some time. . It would be really useful to enroll the Custom Objects from a list in cases where a number of them have been missed, or in my case when you do not want to blow the daily HubSpot API limits. They will remove the contact from the same workflow. You should be able to complete this with just one workflow. We use cookies to make HubSpot's community a better place. . `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. Then, the workflow will change the HubSpot owner to sales representative B. Discussions. For example, in a deal-based workflow, you can select Deal properties | Amount | is less than | 1,000 to unenroll or exclude deals with amounts less than $1,000. Additionally, you can enroll a static list or individual contacts yourself, after which the workflow continues as determined by your goal. Configuring in the workflow settings "Unenrollment and suppression" --> Remove from a. No matter what type of object-based workflow you build, all automation starts with a trigger or action/quality that sets everything in motion. Use workflows to automate your marketing, sales, and service processes. I want to enroll the user in a workflow to get feedback on the product. It would be really useful to enroll the Custom. Delete the branch to put everything back where they belogn. " Click "and" one more time to select "has completed workflow. Generally, there are different properties you could use for this but **bleep** is in the detail. e. Selecting the Copy Company Property Value action Configuring the Copy Company Property Value action . ) If you can share screenshots of what you're seeing. ('is known' is equivalent to 'has changed' in HubSpot workflows. I'd also like a bit more control on the workflow of sending of a registration mail; I'm uncomfortable with the idea that publishing a page kicks off an automatic "transaction mail" asking people to register. ) Best regards!Hi , To enroll contacts from a list, you would choose this option: If you choose an active list, contacts that enter the list after the workflow is turned on will also enter the workflow. Use sequences properties and activity as Contact filters in List and Workflows. Based on the higher discount, an approver is attached in the property “Discount Rate Approver” and the status in the. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). Thanks. 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. I've built the workflow in HubSpot. It would be great to have this feature - Thanks! We use cookies to make HubSpot's community a better place. One trick I use - for temporary Workflows (e. . Date of last meeting booked in meetings tool for example could be the recent conversion but could. Then create a second workflow where the trigger is the change in a specified contact/deal value (i. I see that creating a record from a workflow allows associations to be set for enrolling objects (see below), but we would like to be able to set associations for already existing objects. Use workflows to automate your marketing, sales, and services processes in HubSpot. To set up enrollment Triggers, do the following: In the workflow editor, click Set enrollment triggers. Step 4: Managing your workflow’s settings. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. The Workflows engine at HubSpot has to handle traffic from millions of workflows every day. (The Zap editor will do this for you if you're using our Zap template. . I activated a workflow without selecting the existing deals and now need to enroll the previously existing deals in the workflow. The record doesn't meet the workflow's enrollment triggers. Workflow events will be listed in descending order, with the initial enrollment at the top. We use cookies to make HubSpot's community a better place. I'll appreciate it if someone can explain the difference between setting up an action in a workflow to unenroll a contact. (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. Depending on what the other steps are and what the goals are, contacts can drop out at various stages but without seeing the whole workflow and your workflow settings, it's hard to say where exectly the problem. Obvious downside to this is the lack of. In this video, we explain the differences between a Workflow and Sequence in HubSpot. thank you!There are multiple types of workflows in HubSpot based on your end goals. Event triggers can't work retrospectively, you can however simply use the traditional trigger of filter > marketing emails > clicked link or CTA click depending on if you used CTAs or buttons in the email, which. . . In this article, we'll walk you through four of our favorite parts of the Workflows tool you might have missed. The Workflows API currently only supports contact-based workflows, the latest stable version of. Manually re-enrolled records do not need to meet the initial enrollment triggers to enroll. Or, you can manually enroll a. Currently, there isn't a way to enroll deal in a deal based workflow via API. Select the Allow contacts who meet the enrollment triggers to re-enroll when any one of the following occurs checkbox. Remember that the users must have their email inbox connected to HubSpot with sales pro+ paid seat and have access to the sequence in question so it can be sent as them. manually enroll your contacts and they'll skip to the middle of your workflow where you set your go to action. The contacts will enroll into the workflow, depending on if that option the enroll existing contacts is on or not. Something to keep in mind: The email. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. Hey , Thanks for sharing over a detailed use case. 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. To add a branch action to a workflow: In your HubSpot account, navigate to Automation > Workflows. Sequence Enrollment Limit via Workflow. I know it is possible to switch on the workflow manually in the Hubspot app and select the option to include existing contacts that meet the criteria i. I have a schedule workflow which I enroll contacts only one time. You just finished building your workflow with the enrollment criteria and actions you want. In the actions panel, select Unenroll from sequence . Alternatively, follow these steps for the automatic setup: Go to the workflow editor and select “Set up triggers”. Here are two ways to manually enroll contacts into a sequence on HubSpot. We use cookies to make HubSpot's community a better place.