How you can unenroll contacts in contact-based workflows with goals

In HubSpot, you can unenroll or exclude contacts in contact-based workflows by using workflow goals.

Unenroll contacts using workflow goals

  • Go to Automation > Workflows in your HubSpot account.
  • Click the name of a contact-based workflow.
  • Click Set goal in the upper left.
  • Set a criteria for the goal.
  • For example, you can select Contact property>Lifecycle stage >is any of >Customer. It will unenroll or exclude contacts who have a lifecycle stage of Customer.
  • To add multiple criteria to the goal, click AND or OR
  • Once done, click Save.