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Auto-unenroll a contact from all sequences when they unsubscribe from all sales email

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

Enterprise

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

3 steps
Per-hub plans: also Marketing Hub Professional

On per-hub plans, one of its steps belongs to another subscription: add to static list needs Marketing Hub Professional. Both are required to build it as written. On seat pricing the edition covers both.

Updated for HubSpot seat pricing
OutcomeA contact who opts out of one-to-one sales email stops receiving sequence steps immediately, with no window where an already-queued step still goes out.
Workflow mapsales-ops-017
Sales email opt-out becomes true leads to Unenroll from sequence. Unenroll from sequence leads to Set Sequence exit reason = Unsubscribed. Set Sequence exit reason = Unsubscribed leads to Add to Do not sequence list. Sales email opt-out becomes true Unenroll from sequence Set Sequence exit reason = Unsubscribed Add to Do not sequence list
Sales email opt-out becomes true leads to Unenroll from sequence. Unenroll from sequence leads to Set Sequence exit reason = Unsubscribed. Set Sequence exit reason = Unsubscribed leads to Add to Do not sequence list. Sales email opt-out becomes true Unenroll from sequence Set Sequence exit reason = Unsubscribed Add to Do not sequence list

When to use it, when not to

Use it

  • Use it on every portal that runs sequences. This is a compliance guardrail, not an optional nicety.
  • Use it as the single place that reacts to an opt-out, instead of trusting that sequences will simply skip a send (they generally do respect opt-out status at send time, but a queued step can still show as "active" until its send attempt, which is confusing for reps checking a contact's status).
Read more on when to use itShow less

Skip it

  • Do not treat this as a substitute for checking subscription status before any one-to-one email send outside of sequences; this workflow only manages sequence enrollment.
  • Do not scope this narrowly to one sequence. The property this workflow watches applies portal-wide, so unenrollment should too.
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 · 4

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

Test plan and UAT script · 2 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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