To set up sequence enrollment in a workflow:
- In your HubSpot account, navigate to Automations > Workflows.
- To edit an existing workflow, hover over the workflow, then click Edit.
- In the workflow editor, click the + plus icon to add an action.
In the actions panel, select Enrol in a sequence.
- Use the Sequence dropdown menu to select the sequence that you want to enrol contacts in.
- Use the Sender type dropdown menu to select a Specific user or the Contact owner that will be listed as the sender of the sequence.
Configure the action: - If you selected Specific user, click the Sender dropdown menu to select the user.
- If you selected Contact owner, click the Contact owner property dropdown menu to select a property where the email address lives.
- Click Save.
To unenroll contacts from a sequence with a workflow:
- In your HubSpot account, navigate to Automations > Workflows.
- To edit an existing workflow, hover over the workflow, then click Edit. Or, learn how to create a new workflow.
- In the workflow editor, click the + plus icon to add an action.
- In the actions panel, select Unenroll from sequence.
- Click Save.