Enroll and unenroll contacts in sequences using workflows

Use contact-based workflows to automatically enroll and unenroll contacts from a sequence. Using workflows, you can enroll contacts in a sequence based on targeted criteria. For example, when a contact submits a form to schedule a meeting.

You should not automate sequence enrollment in the following cases:

• If recently imported cold leads are active.
• If you need to enroll more than 100 contacts. 
• If you're using non-personalized enrollment criteria such as Create date is today.

Limitations

• Contacts can only enroll in one sequence at a time.
• If a user exceeds their daily send limit, the contact will not enroll in the sequence. The contact will instead skip the action.
• If a sequence that's used in a workflow is deleted, the workflow will no longer enroll contacts in the sequence.
• It is not recommended to use placeholder tokens, in sequences used in workflow actions, as you can't set the token value before contact enrollment, and emails will be sent with the placeholder text.
• This feature is limited to accounts with Enterprise subscriptions. If you have a Sales and Service Hub Professional subscription, you can also create workflows from the Automation tab within the sequence tool to automatically enroll or unenroll contacts from this sequence based on other triggers. 

Enroll contacts in sequences using workflows

Please note: only users with a paid Sales Hub or Service Hub Enterprise seat and connected personal inbox can be selected as the sequence sender.

To set up sequence enrollment in a workflow:

• In your HubSpot account, navigate to Automation > Workflows.
• To edit an existing workflow, hover over the workflow, then click Edit. Or, learn how to create a new workflow.
• In the workflow editor, click the + plus icon to add an action.
• In the actions panel, search for and select Enroll in a sequence.
• Configure your Enroll in a sequence action: 
  • Sequence: click the Sequence dropdown menu and select the sequence that you want to enroll contacts in.
  • Use Contact's Time Zone: select this checkbox to use the contact's time zone instead of the account time zone. The contact's time zone will be used to schedule all follow up emails, but the first step in the sequence will still execute immediately upon enrollment.

• • Sender: click the Sender type dropdown menu to select a Specific user or the Contact owner that will be listed as the sender of the sequence.

• • • If you selected Specific user, click the Sender dropdown menu and select a user.
    • If you selected Contact owner, click the Contact owner property dropdown menu and select a property where the email address is stored.
• At the top, click Save.
  
  

Unenroll contacts from sequences using workflows

You can use the Unenroll from sequence workflow action to unenroll contacts from a sequence they're currently active in. Contacts will be unenrolled from any sequence, including sequences that are private or shared with only specific users and teams. 

• In your HubSpot account, navigate to Automation > Workflows.
• To edit an existing workflow, hover over the workflow, then click Edit. Or, learn how to create a new workflow.
• In the workflow editor, click the + plus icon to add an action.
• In the actions panel, search for and select Unenroll from sequence. 
• At the top, click Save.