How to Set Workflow Unenrollment Triggers in Hubspot

Managing workflow unenrollment correctly in Hubspot is essential to keep your company, deal, ticket, and quote automations accurate, efficient, and easy to troubleshoot.

This guide explains, step by step, how to configure unenrollment triggers for different workflow types so records stop or skip automation exactly when they should.

What Are Workflow Unenrollment Triggers in Hubspot?

Unenrollment triggers are rules that automatically remove records from a workflow when certain conditions are met. In Hubspot, these triggers help you:

Prevent outdated or irrelevant actions from running.
Ensure records only stay in a workflow while they meet your criteria.
Avoid sending duplicate or conflicting communications.
Keep reporting and automation cleaner and more reliable.

You can configure unenrollment triggers differently for company-based, deal-based, ticket-based, and quote-based workflows.

Accessing Unenrollment Triggers in Hubspot Workflows

The process of getting to unenrollment settings is consistent across supported workflow types. Use these steps to open the right panel:

In your Hubspot account, navigate to Automation > Workflows.
Locate the workflow you want to edit in the list.
Click the workflow name to open the editor.
In the left panel, click Settings.
In the settings sidebar, find and select Unenrollment and suppression (or equivalent section in your account).

From this area, you choose exactly when records will be unenrolled from the current workflow based on changes to enrolled records or related records.

How Hubspot Unenrollment Works by Workflow Type

Company-based, deal-based, ticket-based, and quote-based workflows share the same general concept but offer different scopes for unenrollment. In Hubspot, you can configure triggers that respond to:

Changes to the enrolled object itself (company, deal, ticket, quote).
Changes to associated objects (for example, deals associated with a company).

Understanding the relationship between records is key before adding conditions.

Company-Based Workflows in Hubspot

In a company-based workflow, the enrolled object is the company record. You can unenroll a company when:

The company no longer meets the enrollment criteria.
Specific company properties change (e.g., lifecycle stage, industry, region).
Associated deals or tickets meet certain states (closed won, closed lost, resolved, etc.).

To configure unenrollment for a company-based workflow in Hubspot:

Open your company-based workflow and go to Settings.
Under Unenrollment and suppression, locate the section for Unenrollment triggers.
Click Add trigger.
Choose your criteria, such as Company property, Associated deal, or Associated ticket.
Define the exact values or statuses that should cause unenrollment.

This setup ensures that once a company moves out of a qualifying segment, it no longer receives workflow actions that no longer fit.

Deal-Based Workflows in Hubspot

In deal-based workflows, unenrollment focuses on the deal lifecycle. Typical Hubspot use cases include:

Stopping workflow actions when a deal reaches a closed stage.
Removing deals when they move out of a target pipeline.
Unenrolling when deal owners or amounts change significantly.

To set deal-based unenrollment triggers:

Open your deal-based workflow.
Go to Settings > Unenrollment and suppression.
Click Add trigger.
Select Deal property or related object criteria.
Specify conditions, such as Deal stage is any of Closed won, Closed lost.

This setup prevents unnecessary follow-up tasks on deals that are already won or lost.

Ticket-Based Workflows in Hubspot

Ticket-based workflows usually support service and support processes. For Hubspot ticket workflows, unenrollment triggers often include:

Ticket status changes (e.g., from Open to Closed).
Ticket priority updates.
Reassignment to different teams or pipelines.

Configure ticket-based unenrollment triggers by:

Opening the relevant ticket-based workflow.
Navigating to Settings > Unenrollment and suppression.
Choosing Add trigger.
Selecting Ticket property or association-based conditions.
Defining conditions like Ticket status is any of Closed.

This protects customers from getting outdated communications once their issue is already resolved.

Quote-Based Workflows in Hubspot

Quote-based workflows help automate follow-up around pricing and proposals. In Hubspot, common unenrollment triggers for quotes include:

Quote status changes (e.g., Signed, Expired, Declined).
Quotes associated with deals that close.
Quotes that are replaced by newer versions.

To set quote-based unenrollment:

Open your quote-based workflow from the workflows tool.
Go to Settings > Unenrollment and suppression.
Click Add trigger.
Select Quote property or associated deal criteria.
Define logic such as Quote status is Signed or Associated deal stage is Closed won.

This avoids sending reminders to sign a quote that is already complete or expired.

Best Practices for Hubspot Workflow Unenrollment

To get reliable automation results, apply these best practices when setting unenrollment triggers in Hubspot:

Mirror enrollment and unenrollment logic: If a record stops meeting enrollment criteria, consider setting a matching unenrollment condition.
Check associations carefully: For company workflows, be precise about which associated deals or tickets drive unenrollment.
Use closed stages strategically: Always stop sales or service workflows when deals or tickets reach their terminal stages.
Test in a sandbox or small segment: Before scaling, test your unenrollment rules with limited data to confirm behavior.
Review regularly: As pipelines and processes evolve, update unenrollment triggers to match your current operations.

Testing Hubspot Unenrollment Triggers

After setting up triggers, always test them:

Enroll a sample record that meets workflow criteria.
Manually change properties to match your unenrollment conditions.
Monitor the workflow history to confirm the record unenrolls at the right time.
Adjust triggers if records remain enrolled longer than expected.

This validation step ensures your Hubspot workflows behave as designed in real scenarios.

Where to Learn More About Hubspot Workflow Settings

For the most detailed and updated technical reference on company, deal, ticket, and quote-based unenrollment triggers, review the official Hubspot knowledge base article: Set unenrollment triggers in company, deal, ticket, and quote-based workflows.

If you need strategic help designing automation architecture, reporting layers, or advanced Hubspot workflows across marketing, sales, and service, consider working with a specialized consultancy such as Consultevo.

By taking time to design solid unenrollment triggers, you ensure your Hubspot workflows stay clean, maintain data quality, and support consistent, reliable automation across your entire revenue operations stack.

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