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Unsubscribe / subscription type suppression sync across marketing sends

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.

Contact10 stepsUpdated for HubSpot seat pricing
OutcomeA contact who unsubscribes from any single subscription type, or asks to stop all marketing contact through another channel, is fully tracked and suppressed in one unified place, not left as a scattered record of separate opt-outs.
Workflow mapmarketing-ops-004
Subscription status changes OR manual request checked leads to Native subscription type = Unsubscribed?; Manual unsubscribe request = on?. Native subscription type = Unsubscribed? leads to Yes: Add to unified unsubscribe list. Add to unified unsubscribe list leads to Notify marketing ops. Manual unsubscribe request = on? leads to Yes: Set all subscription types: Unsubscribed. Set all subscription types: Unsubscribed leads to Add to Do-not-email list. Add to Do-not-email list leads to Notify marketing ops. Yes Yes Subscription status changes OR manual request checked Native subscription type = Unsubscribed? Manual unsubscribe request = on? Add to unified unsubscribe list Set all subscription types: Unsubscribed Add to Do-not-email list Notify marketing ops
Subscription status changes OR manual request checked leads to Native subscription type = Unsubscribed?; Manual unsubscribe request = on?. Native subscription type = Unsubscribed? leads to Yes: Add to unified unsubscribe list. Add to unified unsubscribe list leads to Notify marketing ops. Manual unsubscribe request = on? leads to Yes: Set all subscription types: Unsubscribed. Set all subscription types: Unsubscribed leads to Add to Do-not-email list. Add to Do-not-email list leads to Notify marketing ops. Yes Yes Subscription status changes OR manual request checked Native subscription type = Unsubscribed? Add to unified unsubscribe list Manual unsubscribe request = on? Set all subscription types: Unsubscribed Add to Do-not-email list Notify marketing ops

When to use it, when not to

Use it

  • Use when you run several subscription types (Newsletter, Product updates, Events...) and contacts can be unsubscribed from one but stay opted in to others, per HubSpot's default one-click unsubscribe behavior.
  • Use when a manual "please stop emailing me" request comes in outside the email footer link (support ticket, reply email, phone call) and needs the same treatment as a native unsubscribe.
Read more on when to use itShow less

Skip it

  • Do not use this to handle full GDPR erasure requests. That is a separate, heavier obligation, see marketing-ops-017.
  • Do not build this if you only send one type of marketing email. The native all-emails opt-out already fully suppresses sends; add this workflow once you have multiple subscription types to keep in sync.
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 · 10 numbered actions

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

Known pitfalls · 4

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

Test plan and UAT script · 4 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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