How to manually unenroll records from workflows in HubSpot
In this HubSpot tutorial, we will walk you through how-to manually unenroll records from workflows in HubSpot.
You can manually unenroll records to use suppression lists, goals, or unenrollment triggers to automate workflow unenrollment.
Steps to follow:
Step 1. In your HubSpot account, navigate to Automation and click Workflows.
Step 2. Click the name of the workflow to remove the object from.
Step 3. In the top left of the workflow editor, click Details.
Step 4. On the workflow details page, click the Action logs tab or the Enrollment history tab.
Step 5. In the upper right of the tab, use the search bar to search for the record.
Step 6. Hover over an event for the record, then click Unenroll.
Step 7. In the dialog box, click Yes. The selected record will be unenrolled from the workflow.
Step 8.To Unenroll contacts from the contact record.
Step 9. In your HubSpot account, navigate to Contacts click Contacts.
Step 10. Click the name of the contact.
Step 11. In the Workflow memberships card on the right panel, click Manage.
Step 12. To search for a workflow, in the upper right, use the search bar to search for the workflow name.
Step 13. In the status column of the table, click Unenroll.
Step 14. In the dialog box, click Yes, unenroll from workflow.
That’s how you can manually unenroll records from workflows in HubSpot.
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