Once the workflow gets triggered, an enrollment is created and the workflows engine begins to execute the actions in the workflow. In the left sidebar, click Unenrollment and suppression. You can select additional properties to refine the objects that you would like to enroll in the workflow. If you're creating a Zap from scratch, search for and select HubSpot as your app, Find Contact as your event, and click Continue. Choose "POST" as the HTTP method and click the checkmark icon/button. Valitse oikeassa yläkulmassa Enroll in workflow. To learn more, and. Ready to set up your re-enrollment criteria? In any new or existing deal, ticket, or company-based workflow, expand the enrollment criteria, and you’ll see the “re-enrollment” tab. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. 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 have been burned by empty fields just after contacts have been created. Manually Enroll Deal into Ticket Building a credit control function against live deals to commuincate with clients over missed payments. 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. Workflows API Overview. I would like to create a win-back workflow that is centered around a custom property. `Enroll in Sequence` - enrolls a contact in a sequence of choice based on workflow criteria. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). It seems like I am not able to unenroll a contact from workflows. Enroll from a contact record In your HubSpot account, navigate to Contacts > Contacts. . For example, updating an enrolled contact’s. You're sending an event from your custom app to HubSpot, which then fires an email. The field on teh deal is now a sngle selection drop down with 4/5 different actions listed, all of which send a custom email communication (transactional) User navigates to the field and decides what they want to. We've been using the platform for a few years now, and I haven't experienced this yet. 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. If I add a delay step, or add a pause in my code step, the workflow still tries to process man. You can also use smart lists to make sure the correct number of contacts are enrolled in your workflow, test your planned enrollment criteria, and see if there were any contacts left out of the workflow. You would set this custom contact property to "yes" at the end of the contact-based workflow. They can also be enrolled automatically by using contact-based workflows. HubSpot Community - Send Membership registration email via workflow. The Workflow is ON switch will be toggled on in the top right. The more broadly you try to trigger something, the greater the opportunity to potentially impact your server load or the amount of cost. 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. remove from a workflow. If it is just one email, then move that over to a marketing email and send it out to a specific list of people. ; To filter your existing templates, click the Existing email. You'll need to temorarily TURN OFF your actively running workflow before the "Review" button will appear in the upper right corner. Out of the box, without custom development, workflows do not have any cap / throttling features. However my contacts ar. This workflow brings consistency to your data, regardless of whether you prefer organizing by companies and accounts or by individual contacts. It was supposed to go out to all 800. When meeting certain criteria in workflow A, contact is. We use cookies to make HubSpot's community a better place. Currently, if you have a workflow that only uses enrollment from another workflow, the enrollment detail appears as though it is just manual enrollment (no other triggers). Set an action to manually enroll into Workflow A. Set enrollment criteria. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Enrollment trigger: Contact is member of Webinar Registrants. Manually Enroll Deal into Ticket Building a credit control function against live deals to commuincate with clients over missed payments. Allow workflow re-enrollment for deal properties. In the workflow editor, click Set enrollment triggers. Click the Contact enrollment trigger box. Currently, Hubspot does not allow re-enrollment in a workflow based on [contact property] is not a member of [list]. Now, we’ll set up workflow B. The trigger criteria for this workflow can vary, based on your own business and needs. Huge traffic spikes and slow response times from our dependencies are a fact of life. Delete all enrollment criteria. Making sure the new leads coming into your CRM are identified with a lead status can be useful in other workflows where your sales and marketing teams may pass leads back and forth for nurturing or follow-ups. Steps: Unenroll People from HubSpot Workflows. Since last week Hubspot activates the Beta workflow for Deals. . In the workflow editor, click Set up triggers. (The exact list criteria depend on your workflow actions. These records will only enroll into your workflow automatically the first time they meet the enrollment Triggers but they can also be enrolled manually. set of tasks trying to connect with a contact). Create a workflow from scratch and set the enrollment trigger to “Custom date property is known”. Hi @Isaac_Takushi, I hadn't tried it this way around and it works out even better. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. To learn more,. 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. I created a new workflow and would like it to apply to existing deals. In the workflow editor, click Set enrollment triggers. . . 2. 1) Enrollment trigger: Manual, enable re-enrollment. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. I'm trying to set up a workflow to do the following: When receiving an event from our custom app, fire an email. ” 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. In the top left, click the Manage tab. 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. 1. So far so good. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Click over to the Performance section, and you’ll see the following screen: The top section summarizes overall performance of the workflow, with the number of contacts ever enrolled, the number of active contacts, along with the conversion rate. I am trying to create a simple workflow to test sending an email to a specific user after they've completed a form. Click the Workflows with errors tab. Then, whoever is currently in the workflow will finish, but no contacts will. I had set up the workflow to run within certain hours. If you are still encountering issues, click the Help button in the bottom right of your HubSpot portal. Jun. We use cookies to make HubSpot's community a better place. If the contact meets this qualification then when I click test I expect the workflow to send them an email. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Allow cookies. Considering that this popped up when I tried to send this post, I'm guessing it's just a bug, though. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. As a part of our marketing automation, we're creating a workflow and our strategy requires sending out one-to-one emails. To set up your list criteria and add records to existing lists, learn how to determine criteria or. In workflows, there is more flexibility in terms of how you want a workflow to function. Hi @A_Walters,. . Discussions. Let's start with a hot-off-the-press addition to your Workflows tool: The visual editor. Date of last meeting booked in meetings tool for example could be the recent conversion but could. We use cookies to make HubSpot's community a better place. To further refine your trigger, click Add refinement filters. Create and manage workflows. Thank you for the assistance so far! I'll keep working at it and provide an update if I find a solution. Step 3: Add The Right ‘Action’. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Sadly enough, the correct option isn't diplayed where it should be. Currently, there isn't a way to enroll deal in a deal based workflow via API. (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. We use cookies to make HubSpot's community a better place. Step 1: Establish your workflow enrollment triggers and map out your desired steps. Set enrollment criteria to enroll specific records or manually enroll your contacts. The first step will be an if/then statement to check if someone already has that box checked. Correct me if I'm wrong. Use sequences properties and activity as Contact filters in List and Workflows. If you've already registered, sign in. 1. Please correct. To learn more, and to see a full list of cookies we use, check out our Cookie Policy (baked goods not included). When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. Obvious downside to this is the lack of. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Create a workflow from scratch and set the enrollment trigger to “Custom date property is known”. Set an action to manually enroll into Workflow A. hacky. The inability to automatically re-enroll is very limiting, as we want our processes to work as seamlessly for repeat customers as they do for new customers. It is much like sequences with the added ability to measure response, click through and open rate. When meeting certain criteria in workflow A, contact is. To add a branch action to a workflow: In your HubSpot account, navigate to Automation > Workflows. Re-enrollment triggers are not applicable with a scheduled workflow, as all records that meet the enrollment criteria. WITHOUT turning off the workflow AND WITHOUT deleting the enrollment criteria is to simply add an additional 'AND' criteria that will stop enrollment. I'd like to execute a sequence we've. below your "Add to middle" branch, add a go to action action. 1. 3. In the case of this workflow, be sure to turn on re-enrollment, because if the contact converts on another website form, they can be sent through the workflow again to revert to non-marketing. Usually the re-enrollment is the "gotcha" that catches most. If you're in a contact-based workflow, select an option in the dialog box. Knowledge base articles , covering everything from setting. 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. 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. I want to enroll 1 contact from this account into this workflow - but once I select the workflow, and the ENROLL button become available, there's no step in between to select WHICH contact I want to enroll. With today's change, you can now create re-enrollment criteria for all workflow types. No auto-enrollment but simply a manual enrollment should be able to get the previously merged contact into the workflow when desirable (determined by a human in other words). . . In your HubSpot account, navigate to Automation > Workflows. In the workflow editor, click the + plus icon to add an action. Step 2: Setting your workflow’s enrollment triggers. Updating active list - List used in other Workflow. Click the name of a contact-based workflow. Change all delays to five minutes. When the workflow is turned on, our backend systems will check for contacts that meet the enrollment triggers. They Search. In your HubSpot account, navigate to Automation > Workflows. If you toggle re-enrollment (click Contact enrollment trigger and switch to Re-enrollment tab), this. 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. 4. Hi, it would be super helpful to have the following workflow feature available: Sometimes objects (contacts, companies, deals) need to be enrolled manually to a workflow and usually it makes sense to enroll them and they start from the enrollement trigger. That is misleading when the actual enrollment is from another workflow. As of Monday 10th May many of my users have not been able to see or use the manual workflow enroll button as they did previously. when i first turned this on, i put every day at 3 am. This problem seems to be. In the right panel, select the when an event occurs. In the below example, contacts will always enroll in both workflows. 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. Hello, We have a workflow that we sometimes need to modify (eg: the values of the properties that will be set by this workflow will vary every 3 months). To learn more,. Hi , These contacts were already enrolled in the workflow, so correct, you would have to find a way to re-enroll them. That button triggers the 'Review page'. Hi This seems to be purely down to which type of enrolment trigger you are chosing. We use cookies to make HubSpot's community a better place. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Example: Create a single checklist property called "XYZ Import" Add XYZ Import is any of Yes to the enrollment criteria in the workflow The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. Oct 22, 2021 3:56 PM. No matter what type of object-based workflow you build, all automation starts with a trigger or action/quality that sets everything in motion. Now we can create the entry workflow on which the contact will enter the NPS flow. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In your HubSpot account, navigate to Automation > Workflows. This is how you could differentiate them in a workflow via Filter type > Activity properties. Get a HubSpot CRM account Get a HubSpot developer account Community. Change all delays to five minutes. 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. hubspot. . Workflow is not turned on. : You cant do this with 'sales sequences'. Unfortunately not, no. Obviously, there are a lot of ways this could go wrong. Manually enroll contacts into a workflow and have them bypass any steps. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. For contact-based workflows, you have the option to enroll records manually one by one and through a. I figured that you can create 2 workflows that are the exact same, both wait for and trigger each other after stop waiting. Selecciona el tipo de Workflow que deseas crear. 6. . In this guide, let’s explore seven must-have HubSpot workflow examples that streamline your sales process, improve communication between your sales reps, and. this is automatically set by HubSpot for each contact). ”Enrollment criteria: Re-enrollment: It doesnt seem to let me use the assoication filter as part of the re-enrollment criteria. @Saravanan90 workflows cannot be enabled in a test (or trial) portal, but you can still manually enroll a contact using the test workflow feature. At the moment unerolling contacts from a sequence can only be done manually. Now you need to specify what. lead status changes from outreach attempted to contacted) and if that occurs, the following action is "unenroll contact from sequence". In the top right of the sequence page, click Enroll contacts. We use cookies to make HubSpot's community a better place. First, it looks like my goal criteria was keeping my users from re-enrolling. You have to have Marketing Pro in order to send automated emails because they are a function used for marketing activities rather than a sales tool. 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. In the right panel, select the checkbox next to the name of the contact you want to enroll. Use workflows to automate your marketing, sales, and services processes in HubSpot. Plan to send 3 emails asking for feedback 2 days between each. You would have to find. Or, learn how to create a new contact-based workflow. Once you switch this workflow on, HubSpot would enroll all deals that are associated with at least one contact that matches these criteria. if job title is know then i have branches for each of the personas: if title is x, persona property is y. . 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. Then, the workflow will change the HubSpot owner to sales representative B. Sequences are best suited for manual enrollment, and they allow sales representatives to personalize individual emails before sending them. Choose the Lambda function you created in step 2. Thanks for the tip to change my workflow to manual enrollment because now it isn't necessary to unenroll the contact from the workflow at all. Set enrollment criteria to enroll specific records or manually enroll your contacts. Hi Rick, I import lists on a daily basis that go through a workflow to send emails. Sometimes that trigger is a list membership or a form submission. Depending on which records you'd like to update Lifecycle stage for, in the left panel, select Contact-based or Company-based. You can create personalized, automated email workflows that can get. Actions are functions that the workflow will execute for enrolled records. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Click the Settings and notifications tab. However, I also needed to add my enrollment criteria to the workflow itself to achieve that result. Enrollment triggers are your defined benchmarks that enroll records in the workflow automatically. If a contact meets a workflow goal while still in the middle of the workflow, they will be unenrolled. 4. Academy Content Library A complete library of Academy’s free online video lessons and certification courses. g. Is it possibile to set a specific set of time to enroll a workflow? For example, workflow start only on the weekend or on monday and thursday. In the right pane, set an unenrollment trigger. We use cookies to make HubSpot's community a better place. Granted we did have 117 people on the email lis. We are a team of HubSpot experts. This article includes instructions for creating and editing lists from the lists tool. Your best option is usually to build a contact-based list that contains contacts which were enrolled in the workflow but not successfully sent the email. Add actions for your contacts, companies, deals, quotes, and tickets. Additionally, you can enroll a static list or individual contacts yourself, after which the workflow continues as. Ok, but that sounds like the solution then. I need a way for the workflow to *sequentially* processed the deals with a delay between each run of the workflow. 1. . Unfortunately not, no. To enroll a record from within a workflow: 1. Follow these steps to set up your workflow: In HubSpot, navigate to Automation, and in the dropdown select Workflows. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. Once we worked with over 700+ lists in workflows didn't face any such thing. 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. In beta for Sales Hub Enterprise and Service Hub Enterprise are 2 new actons in Workflows. Use the workflows tool to take your automation to the next level. If the option is turned on, the HubSpot will enroll any contact that. . 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. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. You can also enroll individual contacts into workflows from the contacts panel. Depending on the type of workflow, different enrollment triggers will be available. The Workflows engine at HubSpot has to handle traffic from millions of workflows every day. Hi @rpkumar,. 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. You may choose to enroll records manually. . Set your action to send the email to the contact. Workflows. We use cookies to make HubSpot's community a better place. Use HubSpot's workflows to automate business processes and be more efficient. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. We use cookies to make HubSpot's community a better place. HOWEVER, time does not stop once you turn off a Workflow. To learn more, and to see a full list of cookies we use, check out ourI agree a stage enrollment would be sweet! Glad this worked for you. The most powerful marketing, sales, service, and CMS platform on the planet. If this workflow should only be triggered manually (either by a user in HubSpot or through the API), set this to true. Hi How did you get on with this? I actually developed my idea a little further. This morning I see everyone went through the workflow. manually enroll your contacts and they'll skip to the middle of your workflow where you set your go to action. There are two ideas that come to mind to accomplish your ultimate goal of letting you know when someone cancels: 1. An 'Enroll in sequence' action and an `Unenroll from sequence` action. Cookies help to provide a more personalized experience and relevant advertising for you, and web analytics for us. In HubSpot reports, create a new dashboard and selectBecause admins can manually add contacts to a workflow, it's super frustrating that we can't also manually un-enroll them once the workflow is JavaScript must be installed and enabled to use these boards. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. com How to test your workflow Learn how to test your HubSpot Workflow to ensure that your actions will execute as desired. Enrollment Triggers are referred to as a set of rules that are used to automatically enroll records in your workflow when they meet certain criteria. Then make the last step in the Workflow to unset th. Eventually, I managed to manually enroll my personal email into the workflow, but even though my personal contact was mentioned in the history section, it did not receive the email itself. It would be really useful to enroll the Custom. (Add enrollment triggers > List membership > select list) Action 1: Specify a date the workflow is centered on. 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. 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. Enroll contact into a workflow. " Click "and" to select the same workflow, then select "has not met the goal. If so, I call an API which redistribute contacts in others classics worflows with manual re-enrollment. There should be an option or workaround to manually enroll the records in bulk. Currently, contacts must be manually re-enrolled in a workflow if the enrollment criteria includes a deal property (specifically, deal stage). This process is currently time-consuming and the sequence summary screen doesn't provide the option to use filters such as 'lifecycle tage', 'last activity date', 'company. Since the sequence tool does not read criteria in the way workflows do, we need to manually enroll contacts into the sequence. . Can I have a workflow that has both manual and automatic enrollment? In my use case, I've got an onboarding workflow that once my contacts complete, I would like to enroll them in another workflow called program overview. This one is similar to the suppression list, except that goal lists serve a different purpose. ) If you can share screenshots of what you're seeing. Next, click the check mark for “ Use Lambda Proxy Integration ” - this ensures that the API Gateway is integrated with the Lambda function. Add the ability to remove a contact from a workflow if contact responds to an email. Workflow 1: Unknown Lead Status. You could set up a new workflow to re-engage them or manually put them back into the workflow, but there’s a better solution—using re-enrollment triggers. ; Classroom Training Schedule in-person training for a hands-on and personalized. It looks like you're working a company-based workflow which has an action to update the property value of an associated record. Click the name of the contact to enroll. 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. On the workflow details page, click the Action logs tab or the Enrollment history tab. Or, learn how to create a new workflow. One trick I use - for temporary Workflows (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. The record doesn't meet the workflow's enrollment triggers. This is what they suggested: 1. Hi , Can you please share a screenshot of your workflow? If you can't, are there delays, how long does it take for a contact to go through the workflow from start to finish? Have you maybe set working hours in the workflow settings? Generally, a contact cannot be re-enrolled while they're still. To access a workflow's settings: In your HubSpot account, navigate to Automation > Workflows. Steps to resolve. In your HubSpot account, navigate to Automation > Workflows. Set event enrollment triggers. Step 2: Setting your workflow’s enrollment triggers. In the re-enrollment settings you have to specifically select the form: Bes. 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. Contacts cannot be enrolled in a workflow more than once at a time, so. It will do the job every day. 1) The Data Entry Workflows. If the event fires again within a short period, don't fire more emails Next month, when the event fires again, fire the email again. Manually relaunch a workflow. The selected user/sender must have a paid Enterprise Sales or Service Hub seat. I see no good example of why this would be a good idea. In which case, you can build a list of contacts who have completed specific workflows in the list builder. There is no way to turn this off. e. If you want contacts to re-enroll if the leave and re-enter the list, click into the tab re-enrollment (see screenshot above) and click the checkbox for the list. Obviously, there are a lot of ways this could go wrong. then I changed to anytime. With that, your workflows are complete and you can. I'd like to enroll those customers into a automated workflow to We use cookies to make HubSpot's community a better place. . (When you enroll contacts from an active list, contacts will enter the workflow as soon as they meet the list filter criteria. Then, click Turn on. The last step will be to set the checkbox back to “No. Set event enrollment triggers. Create a contact-based workflow, and set up your enrollment triggers to decide which contacts are enrolled. For company workflows, you can only enroll one by one. You could enroll contacts in a workflow once when the number of sessions greater than 1 (re-enrollment. save your action and have it nest your existing workflow under the Not Met branch in the modal box. The workflow will then execute a series of actions on the enrolled record or associated records. 3. 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. Thanks. You can manually unenroll records to use suppression lists, goals, or unenrollment triggers to automate workflow unenrollment. Records can only be enrolled in a workflow that is turned on. true/false: segmentCriteria: List filters used as the workflow's enrollment criteria: See Contact Lists API for examples: goalCriteria: List filters used as the. Note: This should only be set to true if segmentCriteria is empty. Create a contact list "Excluded contacts" to define should be excluded from workflows (criteria: multiple disqualifying factors specific to my company) 2. If this workflow should only be triggered manually (either by a user in HubSpot or through the API), set this to true. clickEnroll from a. Hi , thanks for the sanity check. I have the iframe syncing in Salesforce. Additionally, you can enroll a static list or individual contacts yourself, after which the workflow continues as determined by your goal. ) Action 2: Delay schedule and timing. Thanks for bringing this back up. Manually enroll yourself. See the screenshot of a contact-based workflow below: You could enroll contacts into this list based on their list membership. We use cookies to make HubSpot's community a better place. The first option will unenroll the contact from the workflow they are currently in; the workflow where they are currently completing actions. Configuring in the workflow settings "Unenrollment and suppression" --> Remove from a. if many objects are being enrolled into the same time, they can't be processed or staggered with a few secon. OneSignal Integration. I'd like to be able to use a HubSpot workflow to enroll (and trigger) a contact into a sequence in the CRM. As of this moment, we will no longer be merging records in HubSpot. 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. Mistake #1: Incorrectly Using Goals. Contacts who are manually enrolled in workflows do not have to meet the starting conditions to be enrolled. If you’re unsure why an object was suddenly. But you DO notice when reviewing the workflow, because a clear notification appears at the first step. Once the actions are executed, they're executed.