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Remove contact from sales nurture on becoming customer

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Marketing Hub Professional.

Contact3 stepsUpdated for HubSpot seat pricing
OutcomeThe moment a contact's lifecycle stage becomes Customer, they stop receiving pre-sale nurture emails meant for prospects, and they are added to a suppression list so future nurture sends skip them automatically.
Workflow mapcustomer-onboarding-014
Lifecycle stage becomes Customer leads to Unenroll from active nurture workflows. Unenroll from active nurture workflows leads to Add to Exclude From Nurture list. Add to Exclude From Nurture list leads to Set Nurture Suppressed Date. Lifecycle stage becomes Customer Unenroll from active nurture workflows Add to Exclude From Nurture list Set Nurture Suppressed Date
Lifecycle stage becomes Customer leads to Unenroll from active nurture workflows. Unenroll from active nurture workflows leads to Add to Exclude From Nurture list. Add to Exclude From Nurture list leads to Set Nurture Suppressed Date. Lifecycle stage becomes Customer Unenroll from active nurture workflows Add to Exclude From Nurture list Set Nurture Suppressed Date

When to use it, when not to

Use it

  • Use it whenever prospect nurture workflows exist and there is no current mechanism stopping a contact from receiving them after they buy.
  • Use it as a small, standalone fiche that pairs well with any welcome or onboarding sequence, such as customer-onboarding-004.
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Skip it

  • Do not use it if lifecycle stage is not a reliable signal in your portal, for example if it is set manually and inconsistently, fix that data quality issue first (see the data-quality category).
  • Do not use it if nurture workflows already exclude customers via their own enrollment filters, this fiche is redundant in that case, though the suppression list can still help with future workflows.
Read more on when to skip itShow less

The rest of this spec

Prerequisites · 4 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 3 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 3 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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